Customizations, Integrations & Automations

Transform your mondayCRM into a powerful, tailored solution that works exactly how you need it. M&M Solutions connects your tools, automates your workflows, and delivers actionable insights.

Automations

Save time with smart workflows

Integrations

Connect all your tools seamlessly

Visualizations

See your data come alive

Customizations

Tailored to your unique needs

Four Pillars of M&M Solutions

We transform mondayCRM into a smarter, faster, and more effective CRM through four key services

Automations

Set up intelligent workflows that run automatically. Save time, reduce errors, and never miss an opportunity to engage with your donors.

Instant Notifications

Alert the right team member the moment a donor makes a gift

Automated Thank You Emails

Send personalized thank you messages immediately after donations

Follow-Up Reminders

Get notified when donors are due for outreach or haven't given recently

Automation Example
1

Donor makes a gift

2

System notifies assigned staff

3

Thank you email sent automatically

Donor feels valued

Integrations

Connect mondayCRM to Denari Software and the platforms you already use. From email marketing to accounting software, we make your tools work together seamlessly.

Denari Software Sync

Automatically pull donor and gift data into mondayCRM every night

Popular Integrations

Gmail, Constant Contact, MailChimp, Zoom, QuickBooks, Excel, VideoRequest, and more

Endless Possibilities

Using Make and Zapier, we can connect to virtually any platform

Integration Network Connected
Denari
Gmail
Constant Contact
Mail Chimp
Make
Zapier
Zoom
monday CRM
Quick Books
Excel
Video Request

Visualizations

Transform raw data into clear, actionable insights. Our dashboards give executives and teams a real-time view of what matters most.

Donor Attrition Analysis

See who stopped giving, who is lapsing, and who remains active

Giving Trends

Track donations over time with interactive charts and graphs

Export to Excel

All visualizations are interactive, live, and exportable

Donor Health Dashboard

Active Donors 6,742
Lapsing 892
Inactive 318

Customizations

Your organization is unique. We tailor mondayCRM to fit your exact workflows, processes, and needs. No cookie-cutter solutions here.

Custom Boards & Columns

Add fields specific to your organization's tracking needs

Workflow Design

Build processes that match how your team actually works

International Features

Add WhatsApp fields, multi-currency support, and regional customizations

Donor Record Example

Total Gifts 22
Last Gift $200 (2025)
Largest Gift $200
5-Year Trend Steady
WhatsApp +1 234 567 8900

Proven Results

Here's how M&M Solutions helped one nonprofit manage over 6,700 active donors with real-time insights and automated engagement

The Challenge

A nonprofit organization managing thousands of donors needed real-time insights into giving patterns and automated donor communications. They were losing track of lapsing donors and missing opportunities for timely outreach.

The Solution

We integrated their Denari Software database with mondayCRM and set up automated workflows:

Nightly Data Sync

Every night, donor records and gift data automatically update in mondayCRM from Denari

Instant Alerts

Staff receive notifications the moment a donor makes a gift

Auto Thank You

Personalized thank you emails automatically sent after each donation

Live Dashboards

Track donor attrition, giving trends, and engagement in real-time

The Results

6,742

Active Donors Tracked

100%

Thank You Rate

24/7

Real-Time Insights

"This is what we've needed all along!"

— Jim Wright, The Station of the Cross

Why Choose M&M Solutions?

We bring deep expertise in mondayCRM, nonprofit workflows, and donor management software

Certified Experts

We're certified mondayCRM partners with years of experience building nonprofit solutions

Cost-Effective

Maximize your investment by automating tasks and eliminating manual data entry

Fast Implementation

Get up and running quickly with proven templates and best practices

Ongoing Support

We're here to help you succeed with training, troubleshooting, and optimization

Denari Integration

Seamless connection to Denari Software for automatic donor data synchronization

Secure & Reliable

Enterprise-grade security with daily backups and reliable data synchronization

Part of the Denari Software Family

M&M Solutions is the new division of Denari Software, bringing together decades of nonprofit expertise with cutting-edge CRM technology. We understand your challenges because we've been serving nonprofits for over 30 years.

30+

Years Experience

1000+

Nonprofits Served

100%

Nonprofit Focused

Ready to Transform Your Nonprofit's Operations?

Let's discuss how customizations, integrations, automations and visualizations can make your nonprofit smarter, faster, and more effective. Book a free consultation to get started.

1

Book a Call

Schedule a free 30-minute consultation

2

Discuss Your Needs

We'll explore your workflows and goals

3

Get Your Solution

Receive a customized implementation plan

No commitment required
Free consultation
Expert guidance

Frequently Asked Questions

What platforms can you integrate with mondayCRM?

We can integrate mondayCRM with a wide range of platforms including Gmail, Outlook, Denari Software, WhatsApp, SMS providers, accounting software, and more. If you have a specific integration need, we can discuss custom solutions.

How long does implementation take?

Timeline varies based on complexity, but most integrations and automations can be set up within 2-4 weeks. We'll provide a detailed timeline during your consultation based on your specific needs.

Do I need to be a mondayCRM expert to use these features?

Not at all! We handle all the technical setup and provide training for your team. The automations and integrations work behind the scenes, making mondayCRM easier to use, not harder.

What kind of ongoing support do you provide?

We offer ongoing support packages that include troubleshooting, optimization, training, and updates as your needs evolve. We're here to ensure your CRM continues to serve you well.