From Triple Entry to One Simple System

For years, the team at Geneva Lake Conservancy worked inside a maze of old, disconnected tools. Donations lived in ResultsPlus. Events were tracked in Greater Giving. Emails were built in Constant Contact. Whenever a donor gave, the staff had to enter the same information three separate times.

It was tedious and expensive. Every hour spent moving data between systems was an hour they weren’t doing mission-driven work.

They knew there had to be a better way. What they didn’t know was how much relief the change would bring.

The Breaking Point

As the Conservancy grew, the cracks widened. Their donor base expanded rapidly, but their tech stack refused to keep up. Reporting felt like detective work. Support from vendors was slow or inconsistent. Training new staff meant explaining a confusing series of steps just to complete basic tasks.

“I’ve been here six years,” Jodi said, “and we’ve grown so much. We needed something that would grow with us, not work against us.”

"We needed something that would grow with us, not work against us.”

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The team started exploring other CRMs, hoping to find something modern, intuitive, and unified.

Choosing DonorDock

After reviewing several platforms, they demoed DonorDock. The reaction was immediate. Instead of a cluttered screen or endless menus, they were greeted with a clean layout and the ActionBoard highlighting what mattered most.

“It was like judging a book by its cover,” they joked. “You can just tell when something is built well.”

More importantly, DonorDock promised something the team had been missing for years:

One place for everything.

One system for giving pages, donor management, email outreach, and reporting. No more shuffling between tools. No more triple entry.

They decided to make the switch.

A Migration They Feared… Until It Happened

The biggest hesitation wasn’t learning a new system. It was the fear of moving data from years of history scattered across multiple platforms.

“I was overwhelmed by what I thought migration would be,” Jodi said. “There was so much data.”

But the process surprised them. DonorDock’s team asked for a small set of reports, handled the heavy lifting, and kept communication clear and fast.

“It was a breeze. We wish we had done it years earlier.”

Life After Switching

For the first time, the Conservancy could manage donors, send emails, and run reports without juggling multiple tools. Their data lived in one place. Their team could collaborate without confusion. And the hours they once spent re-entering gifts were suddenly available again.

Here’s what changed:

• Manual data entry dropped drastically
• Staff regained hours every week previously lost to redundant work
• Reporting became faster and cleaner
• Support responses came quickly and consistently
• Their workflow finally felt simple
  

“It just makes sense now,” Tai said. “We always know exactly where to go and what to do. Nothing takes hours to figure out.”

The Result

The switch didn’t just give them new software. It gave them back momentum.

As their donor base continues to grow, DonorDock grows with them. The tools finally match the pace of their mission.

Their only regret?

Not switching sooner.