Case study
A donor CRM with Square payments
ISKCON Melbourne.
Learn how a customised Dynamics 365 CRM, integrated with Square through Power Automate, brought donor management and payments together for a not-for-profit.
The challenge
ISKCON Melbourne, a not-for-profit, needed a way to manage its donors, commitments and recurring gifts, and to accept and track payments from its donor community.
The approach
Our leaders were engaged for the end-to-end business analysis and delivery of a fully customised fundraising solution:
- Customise Dynamics 365 CRM for donor management, commitments, recurring gifts and campaigns.
- Integrate Square POS so the donor community could pay.
- Automate the synchronisation between Square and the CRM with Power Automate.
What we delivered
Fundraising CRM
Donor management with customised contact entities, donor commitments, recurring gifts and campaign management.
Square integration
Square POS payments with transactions, payments and refunds synchronised into the CRM.
Automated flows
Automatic and scheduled Power Automate flows synchronising donors, deduplicating records and linking recurring transactions to CRM payment records.
Receipts and campaign tracking
Customised, automated payment receipts sent from the CRM, and campaign tracking of donations.
The outcome
Payments, refunds and donors kept in sync between Square and the CRM automatically, with receipts sent from the CRM and donations tracked by campaign.
Move forward with confidence.
If you are planning a system migration, portfolio reset, or complex multi-vendor delivery, we can help you make the trade-offs, establish the governance, and build a way of working your team can sustain.