About Felicia G. Terry, CNC, bCRE-PRO
Hey I’m Felicia,
I’m a CRM software specialist with 25+ years in fundraising and nonprofit systems.
I help organizations fix what’s not working, structure their CRM software correctly, and build systems their teams can actually use.
Because most CRM system challenges aren’t about the software.
They’re about how it was set up.
I’ve worked with hundreds of nonprofits to clean up, rebuild, and scale their systems—focusing on clear structure, practical processes, and documentation that lasts.
Stewardship begins with relationships, but it’s sustained through structure in your CRM software.
If your data feels unclear, your reporting takes too much effort, or your team isn’t aligned—you’re not alone. And you’re in the right place.
What I Do
I work with nonprofits to:
Clean up and restructure CRM systems so the data actually makes sense
Define how gifts and constituents should be tracked (Campaigns, Funds, Appeals, segmentation, etc.)
Create clear processes and SOPs so teams know exactly what to do
Train staff so the system is used consistently and confidently
Support implementations and migrations from start to finish
The goal isn’t just a “clean system.”
The goal is a system your team can rely on every day.
My Background (Why This Work Matters to Me)
I bring over 25 years of experience in fundraising and nonprofit systems, including:
13+ years working inside nonprofit organizations
Roles such as Database Administrator and Capital Campaign Manager
15+ years as a CRM software consultant
Work with hundreds of nonprofit organizations across the United States
I’ve been on both sides—the person entering gifts… and the person trying to make sense of the reports.
So I don’t just understand the software.
I understand the pressure your team is under to make it work.
Beyond Consulting
In addition to client work, I share practical insights through:
Smart CRM Moves for Nonprofits (this newsletter)
Training resources and templates
Workshops and cohort-based learning
Everything I create is designed to help nonprofits make smarter, more sustainable decisions about their CRM software.
Let’s Connect
If you’re trying to figure out what’s working, what’s not, and what to do next…You’re in the right place.
