Forms Feature
Customizable donor forms with payment-processor integration — a differentiator letting nonprofits create forms in-platform without external vendors.
Fintech2016 - 2018 (codieshub partnership began 2021)Custom Web Development, UI/UX Design
Empowering Nonprofits with Smarter Donor Management
1.6M
U.S. Nonprofits
May 2022
Notes & Reminders Refresh
Early 2022
Full Launch
The nonprofit sector — 1.6 million organizations in the U.S. — operates with significant inefficiencies. Most nonprofits raising under $1M lack adequate digital fundraising infrastructure.
Founder Sal Ferlise identified a gap: existing CRM software treats donors as data points rather than relationships, while heavy automation can create disconnection.
Traditional donor relationship management is spread across multiple disconnected tools. Organizations struggle to visualize funding requests, track donor pipelines, and maintain long-term engagement.
Dot Drive initially partnered with a local software developer who launched a beta platform, but lacked the flexibility needed to realize the long-term vision. After 18 months, a technology pivot was necessary.
From the start, they were structured and transparent. Regular check-ins, clear documentation, and no surprises on scope or budget.
We took over in 2021 to advance outstanding priorities and build features still in rudimentary stages.
We understood Dot Drive's vision of 'moves management' for nonprofits and restructured the work around it.
Customizable donor forms with payment-processor integration — a differentiator letting nonprofits create forms in-platform without external vendors.
Rebuilt the platform's backend infrastructure for improved efficiency and consistency.
Revised Notes and Reminders launched May 2022 with a cleaner, more intentional user experience.
1.6M
U.S. Nonprofits
Total addressable market
May 2022
Notes & Reminders Refresh
Early 2022
Full Launch
Beyond beta
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