Constituent model
Person, household, organization, relationship, role, lifecycle, program, consent, interest, history, owner, and next action.
Technology service · Platform implementation
Unify adopters, fosters, volunteers, donors, and partners without duplicate relationship records.
Turn technology architecture into a system teams understand, trust, and use. Use this service when adopters, fosters, volunteers, donors, members, partners, and clients live in separate lists or lack a reliable relationship history and next step.
- Unified record
- Lifecycle stages
- Stewardship
Implementation model · CRM Setup deliverables
What the organization receives—not just what ARC does.
Use this service when adopters, fosters, volunteers, donors, members, partners, and clients live in separate lists or lack a reliable relationship history and next step.
Clean audience structure
Duplicate rules, identifiers, segmentation, source tracking, preferences, suppression, householding, and data-quality controls.
Lifecycle workflows
Inquiry, applicant, participant, donor, recurring, major, lapsed, alumni, partner, client, and other relevant stages.
Stewardship + reporting
Assignments, tasks, communication, notes, journeys, pipeline, retention, engagement, and executive relationship measures.
How the work happens
A process designed around the specific crm setup challenge.
The sequence is adjusted to the organization's readiness, existing systems, risk, content, data, people, and approved scope.
- 01
Inventory relationships
Identify every audience, current list, record owner, overlap, consent source, process, and reporting requirement.
- 02
Design the model
Define records, stages, fields, identifiers, permissions, deduplication, retention, and system ownership.
- 03
Clean + migrate
Profile, map, normalize, merge, test, reconcile, document, and import only approved information.
- 04
Activate teams
Configure views, segments, follow-up, journeys, reports, governance, and role-based training.
Connected products
The product foundation behind the service.
The exact product mix is set through discovery and the ARC Assessment; services never operate as isolated deliverables.
Start with clarity
Know the plan before the implementation begins.
The ARC Assessment maps current systems, operating pressure, goals, readiness, and recommended next steps.