Onboarding process

Getting started with N3O is simple and tailored, helping your charity make the most of our CRM. Here’s what to expect:

‍Discovery & Planning – We begin by understanding your charity’s structure, goals, and workflows to design the right setup for you.

Configuration & Data Migration – Our team configures your Engage CRM and smoothly migrates your existing data, ensuring nothing is lost.

Training & Go-Live – We provide step-by-step training to your team and support you through a confident, successful launch and beyond.

Onboarding process

Onboarding is the overall process of migrating data from your previous system to our new Engage CRM. This typically includes the following activities:

Data assessment
Cleansing of data
Data validation
Data migration
System configuration
Website integration
Other integrations
Training

Currently the onboarding process is done by our in-house team, though we hope to also utilise specialist partners in the future.

In cases where there is no data to import, then the onboarding process is much smoother and cost effective as it primarily entails system configuration and integrations.

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See what Engage can do for your team.

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We believe strong systems build strong charities. That's why our tailored technology helps charities realise their full potential.