CRM and AI systems built for missions, not just margins.
Bami Solutions implements and manages Salesforce, Microsoft Dynamics, and AI-driven automation so your team spends less time on tools and more time on impact.
Platforms we implement & connect
Certified partnerships
SBA certifications
What we do
Core services
Every engagement draws from the same set of capabilities, delivered as a packaged project or managed retainer.
CRM Implementation
Setup, configuration, and rollout of Salesforce or Microsoft Dynamics 365, built around how your team actually works.
AI Implementation
AI and automation tools that take repetitive work off your team's plate and support faster decision-making.
Data Migration
Moving from one CRM to another, or cleaning up and mapping existing data so it's trustworthy in its new home.
Automation & Integration
Custom workflows and system connections built with Azure Functions, Power Automate, Zapier, and more.
Systems Audit & Roadmap
A clear-eyed look at your current tech stack to flag gaps, quick wins, and what to fix before you scale.
How we work with you
Two ways to get started
Choose a fixed-scope project to get up and running, or hand us ongoing operation of your systems.
Packaged Services
Fixed scopeA defined project with a fixed price and timeline, ideal for a first implementation or a single integration.
- Discovery & requirements workshop
- CRM setup or single integration build
- Data migration & field mapping
- Staff training & handoff documentation
Managed Services
OngoingMonthly support for admin, optimization, and new automations, from your outsourced CRM & systems team.
- Monthly admin hours & user support
- Ongoing integration monitoring & fixes
- New automations as your needs grow
- Quarterly systems review
Specialty integrations
Connect your fundraising & ticketing tools to your CRM
Every donation, ticket sale, and event registration synced into one system of record, no manual exports.
Fundraise Up
Sync every online donation, recurring gift, and donor record straight into your CRM in real time.
Ticket Tailor
Push event registrations, attendee details, and ticket revenue into your CRM automatically.
Eventbrite
Keep event attendees, orders, and check-ins in sync with your donor and constituent records.
Our process
From discovery to day-two support
Discovery
We audit your current tools and map what a working system should look like.
Build
We implement or connect your CRM, integrations, and automations.
Train
Your team learns the system hands-on, with documentation to match.
Support
Packaged clients graduate to managed support whenever they're ready.
About Bami Solutions
A women-owned consultancy built for mission-driven teams
We're a small, hands-on team that helps nonprofits and small businesses put the right systems in place, without the overhead of a big-firm engagement. We speak both fundraising and IT, so nothing gets lost in translation.
Every engagement is built around accessibility and long-term ownership: your team should be able to run the system we hand back to you.
Let's map out your systems
Tell us what you're working with today and where it's falling short. We'll follow up with next steps within one business day.