Deploy Your CRM With The Ease We Can Provide
Managing relationships with stakeholders, partners, and volunteers is the lifeblood of any social innovation organization. That’s why we provide implementation, hosting, and support for open-source CRM platforms. We also offer workflow automation and integration services for proprietary SaaS solutions.
Centralize every stakeholder relationship
Simplify how you plan and manage programs
Keep your reporting and decision making smart
Fundraising Pipeline
Donor Snapshot
Grant: Riverstone Foundation
Recent Activity
Send Stewardship Email
Pledge Forecast
Innovation That Saves Time and Strengthens Relationships
Social Innovation organizations run on lean teams. Do you find yourselves often overwhelmed by repetitive tasks can drain energy that should be going toward your mission? That’s why we layer smart automations onto your CRM setup. Our creative workflows reduce manual effort, improve consistency, and keep your supporters engaged.
Relationship Management
Keep every stakeholder connection in one place, with contact histories and touchpoints that strengthen trust and collaboration.
Program & Project Tracking
Coordinate tasks, milestones, and outcomes across teams and partners, so projects stay on track and accountable.
Reporting and Compliance
Turn data into ready-to-share reports for boards, funders, and regulators, ensuring accuracy and transparency every time.
Knowledge Hub
Centralize your organization’s memory with a single source of truth. Knowledge stays accessible, even as teams and people change.
Coordination Engine
Bring structure to collaboration across teams, partners, and regions. Align roles, tasks, and timelines so projects run smoothly.
Intelligence Layer
Turn activity into actionable insight. Analyze patterns in engagement, delivery, and outcomes to inform stronger strategies and decisions.
What We Offer
Your tools already hold the answers. We connect them, add AI where it helps, and build guardrails so they run reliably daily.
1
Hosting and Setup
Secure, cloud-based deployment of CRMs, ready for your team to use.
2
Customization
Configuration of fields, workflows, and dashboards to fit the way your organization works.
3
Integrations
Connections to email, fundraising, and communication tools to keep everything in sync.
4
Automations
Streamlined workflows that reduce manual data entry and connect your CRM to other systems.
4
Training and Support
Hands-on guidance to help staff and volunteers get the most out of the system.
4
Ongoing Management
Monitoring, updates, and user support so your CRM grows with your needs.
Open Source, Open Possibilities
Proximate Click provides hosting, customization, and support services for open-source CRMs. By working with us, you benefit from:
- The freedom and flexibility of open-source software
- The assurance that you will never be locked into a proprietary vendor
- A partner who manages the technical details so you can focus on mission impact
Why Work With Us
We make sure software works for your organization. Our team blends sector expertise with automation know-how to create a CRM environment that:
Strengthens relationships with supporters
Simplifies reporting and compliance
Saves your staff time and effort
Ready to Get Started?
Let’s explore how a tailored CRM deployment can power your mission.