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CRM

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CRM Information Architecture Project Management QuickBooks Salesforce

Published Date

Posted June 26, 2026

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Veterans

CRM and Payments Consolidation Review

1-Hour Consultation

Remote

Veterans Breakfast Club

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We need a volunteer to review our current mix of platforms (Salesforce, ConstantContact, PayPal, JoinIt/Stripe, Zapier, QuickBooks Online), evaluate whether and how we can consolidate CRM, email/event registration, and payment flows, and outline practical next steps and trade-offs around cost and integration effort. Details will be provided during the session.

Veterans Breakfast Club

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Location

Pittsburgh, US-PA

Timezone

America/New_York

Website

http://veteransbreakfastclub.org

Member Since

Apr 2021

Completed Taproot Plus Partnerships

Organization Mission

The mission of the Veterans Breakfast Club is to create communities of listening around veterans and their stories to ensure that this living history will never be forgotten. We believe that through our work, people will be connected, educated, healed, and inspired.

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