CRM for
nonprofits and
clinics

Start with a free 30-minute call. We look at your CRM and how the team works. Then we decide whether to optimize what you have, build what is missing, or migrate — and whether an audit is the right next step.

Book a free 30-minute call

CRM
work.

First we look. Then we build what is missing. Cleanup and a move off the old system live inside those two — not as a separate product. This is for nonprofits and medical clinics.

01Look first

Auditthe data

$1,500–$4k

A stand-alone look at your data, your processes, and what the current tool can and cannot do. Includes what to clean if the CRM you already pay for is the right one. Price depends on scope. Recommended after a free 30-minute call.

See the audit →
02Then build

Buildthe work

Workflows, automations, and reporting that match how the work happens. Includes a move off spreadsheets or an old system when that is the right call. Scoped after we talk.

See CRM builds →

Questions
we hear

Who does Swissman Systems work with?
Nonprofits and medical or wellness clinics that need a cleaner CRM and less time lost to spreadsheets. We work remotely with teams across the United States.
What is the Audit?
The Audit is a stand-alone look at your data, your processes, and what the current tool can and cannot do. It is $1,500–$4k depending on scope. We recommend it after a free 30-minute call. You leave with a written plan you can use with Swissman Systems or with another team.
Do you serve teams outside of the East Valley?
Yes. Everything is delivered remotely. We are based in the East Valley of Phoenix and work with teams across the United States.