We help nonprofits, public organizations and growing businesses simplify operations with custom CRM systems, automated reporting and insightful dashboards.
Services
From the first intake form to the final board report, we build the systems that keep your data organized, accurate and useful.
Manage clients, programs and everyday operations.
Turn complex data into clear, useful insights.
Reduce repetitive work and manual processes.
Build forms, surveys and tracking systems.
Generate regular financial, operational and impact reports.
Track progress, outcomes and program performance.
Solutions
A look at the kinds of systems we design and deliver. Examples below are illustrative and use sample data.
Dashboards
One place to see enrollment, service delivery and outcome targets across programs, updated automatically from your existing data sources.
CRM
A CRM shaped around how your team actually works: contacts, cases, programs and follow-ups in one organized system.
Data collection
Mobile-friendly intake and survey forms with validation built in, so data arrives clean and goes straight where it is needed.
Automation
Recurring reports assembled automatically from source data, reviewed by your team and delivered on schedule.
About
OnitBI builds data and technology systems for organizations that don't have a large IT department but still need reliable tools. We focus on solutions your team can understand, maintain and actually use every day.
We learn how your team operates before recommending tools, so systems fit your processes instead of forcing new ones.
We favor platforms you may already have and avoid building more than you need.
Clear documentation and training so your staff can run and adjust what we build.
Contact
Whether you have a clear plan or just know something needs to work better, we're happy to help you figure out the next step.