You focus on your mission. We handle the rest.
Design, CRM, and operations services built for non-profits, educational institutions, and mission-driven organizations that need systems that scale with their impact.
About Chabad Source
Chabad Source is a boutique consulting practice specializing in design, CRM solutions, and business operations optimization for mission-driven organizations. We work with non-profits, educational institutions, and growing organizations that need systems that scale with their impact.
Chabad Source was founded by a team with deep experience in non-profit operations, CRM architecture, design, and process optimization. With a background spanning both creative services and strategic consulting, we've helped organizations of all sizes streamline their operations, build their brand, and create systems that support their mission.
Our experience includes working with national non-profits managing complex donor relationships, educational institutions tracking student outcomes and fundraising, and growing organizations scaling their outreach and community engagement. Across all these contexts, we've seen the same pattern: organizations overwhelmed by manual processes, disconnected systems, and technology that doesn't scale.
When you work with Chabad Source, you're working with a partner who takes the time to understand your organization, your challenges, and your goals. We're not here to sell you features or push unnecessary complexity. We're here to build systems that work. You can expect clear communication, transparent processes, and solutions that are designed for your team to maintain.
Clarity
We communicate in plain language, document everything, and ensure you understand how your systems work.
Reliability
We deliver on time, on budget, and to spec. When we commit to something, we follow through.
Stewardship
We treat your systems, data, and budget with care. We build solutions that last and avoid unnecessary complexity.
Impact
We measure success by the time and resources we free up for your team to focus on what matters most.
Who We Help
We work with mission-driven organizations that need systems that scale with their impact.
Non-Profits & Educational Institutions
Organizations managing donors, programs, and outcomes across multiple systems that need streamlined operations and professional branding.
Growing Teams
Teams overwhelmed by manual processes and ready to scale operations efficiently with better systems and automation.
Organizations Outgrowing Their Setup
Organizations that started with basic tools and need architecture, design, and processes that scale with their growing impact.
Core Services
From design and branding to CRM architecture and process automation, we handle the systems so you can focus on impact.
Design & Branding
Whether you're establishing your identity or refreshing your look, we create professional branding and design that captures your mission and resonates with your community.
- Brand identity and logo design
- Print materials (brochures, flyers, event programs)
- Digital design (social media, email templates, web graphics)
- Style guides and brand documentation
- Presentation and pitch deck design
- Annual report design
Best for: Organizations looking to establish or refresh their visual identity, or those needing consistent, professional materials for outreach and fundraising.
CRM Setup & Architecture
Design and build scalable CRM solutions that grow with your organization. From initial setup to complex implementations, we handle the technical work so you can focus on relationships.
- CRM strategy and roadmap
- Data model design and setup
- Contact and donor management configuration
- User training and documentation
- Data migration from legacy systems
- Ongoing optimization and support
Best for: Organizations planning a new CRM implementation, or those with existing systems that need structure, cleanup, and optimization.
Client & Donor Outreach
Strategic communication campaigns that keep your community connected and your donors engaged. From email campaigns to newsletters and engagement workflows.
- Email campaign strategy and execution
- Newsletter design and management
- Donor communication workflows
- Community engagement sequences
- Event promotion and follow-up
- Analytics and performance reporting
Best for: Teams looking to improve donor retention, community engagement, or those needing professional communication without hiring in-house staff.
Process Automation
Replace manual, repetitive work with intelligent automation. We build workflows, approval processes, and integrations that save time and reduce errors across your organization.
- Workflow design and development
- Approval process automation
- Data synchronization between systems
- Automated reporting and alerts
- Donor acknowledgment automation
- Error handling and monitoring
Best for: Teams spending too much time on manual data entry, routing, or process management. Organizations ready to scale operations without scaling headcount.
Reporting & Analytics
Turn your data into actionable insights. Custom reports, dashboards, and analytics that help your team make better decisions and demonstrate impact to stakeholders.
- Executive dashboards
- Custom report development
- Impact measurement and visualization
- KPI tracking and metrics
- Automated report distribution
- Data quality improvements
Best for: Organizations that need better visibility into operations, fundraising, program outcomes, or need to report impact to board members and funders.
Operations Consulting
Beyond specific tools, we help optimize your broader operations. Process design, system audits, and recommendations for better efficiency across your organization.
- System integration architecture
- Process mapping and optimization
- Tech stack audits and recommendations
- Cross-platform workflow design
- Operational documentation
- Change management support
Best for: Organizations with multiple systems that need to work together, or teams looking to optimize operations and reduce overhead.
Why Chabad Source
We're not just implementers. We're partners who design systems that support your mission.
Mission-first, tech-second
We start every engagement by understanding your organization's goals, challenges, and constraints. Technology decisions follow from that understanding, not from a checklist of features. If a simpler solution exists, we'll recommend it. We design to support your mission, not complicate it.
Design for maintainability
We build systems with low overhead. That means clear processes, well-documented automation, and solutions your team can understand and maintain. We avoid over-engineering and focus on solutions that scale with your organization without requiring constant intervention.
Transparent, documented systems
Every solution we build comes with clear documentation. You'll know how your systems work, why decisions were made, and how to make changes in the future. No black boxes, no mystery processes. We believe in transparency because it builds trust and empowers your team.
How It Works
A clear, collaborative process from discovery to ongoing support.
Discovery & Diagnosis
We listen to your challenges, audit your current systems, and identify opportunities for improvement.
Architecture & Roadmap
We design a solution that fits your needs, timeline, and budget. Clear scope, clear expectations.
Implementation & Delivery
We build, test, and deliver. Your team stays informed throughout, and we document everything we create.
Ongoing Support & Optimization
We stick around to ensure everything runs smoothly and evolves with your organization.
Case Studies
Real results from organizations we've helped streamline their operations and amplify their impact.
National Non-Profit
Challenge
Manual data entry and donor management processes were consuming 15+ hours per week across the development team.
Solution
Designed and implemented automated CRM workflows for donor onboarding, gift processing, and acknowledgment, plus a complete branding refresh for donor-facing materials.
15 hours/week → 4.5 hours/week saved
Educational Institution
Challenge
Student information lived in one system, fundraising in another, and program management in a third. No single source of truth.
Solution
Architected a unified CRM solution with custom integrations to the student information system and program management tools, plus new branded reporting templates.
3 systems → 1 platform, 50% faster reporting
Growing Community Organization
Challenge
Outreach and community engagement teams were drowning in manual processes. Communication tracking, event management, and follow-ups all required manual work.
Solution
Built comprehensive automation for community outreach, event management, and engagement tracking with professional branded communications.
2 hours/day saved per team member, 25% faster engagement
Meet the Team
We're a boutique team of experienced consultants who combine technical expertise with a deep understanding of non-profit operations.
Alex Morgan
Principal Consultant & Founder
15+ years of experience in CRM architecture and non-profit operations. Passionate about building systems that scale with your mission.
Jordan Chen
Senior Solutions Architect
Specializes in complex integrations and automation. Turns manual processes into elegant, scalable solutions for mission-driven organizations.
Taylor Kim
Operations & Design Lead
Expert in process optimization, branding, and visual communication. Helps organizations see the big picture while managing the details.
What Our Clients Say
Organizations we've partnered with share their experience working with Chabad Source.
“Chabad Source transformed how we communicate with our donors. Professional, responsive, and genuinely caring about our mission.”
Sarah M.
Community Outreach Center
“They set up our entire CRM system in a week and trained our team. We went from chaos to clarity overnight.”
Rabbi David K.
Midwest Jewish Federation
“The design work was outstanding — and the automation they built saves us hours every week. Our new branding perfectly captures who we are.”
Rachel L.
Youth Education Initiative
Get in Touch
Let's discuss how we can help streamline your operations. Start with a 30-minute discovery call — we'll listen to your challenges and share how we can help.
Prefer email? Contact us at info@chabadsource.com