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A wooden bench on a flowering coastal bluff, the sea running to the horizon and warming toward dusk
01 · The interview

Listen.

Unify sits down with the people who do the work and asks how it really moves.

Interview with Lena · 04:12

Walk me through what happens when a referral comes in.

Lena · Intake coordinator

It comes in by referral email. I copy it into our Google Sheet, then again into the case system, and then I text the family from my own personal phone.

Dev · Volunteers

“When I’m out sick, nobody sends the shift reminders.”

Ana · Finance

“Every quarter I rebuild the grant report by hand.”

02 · The analysis

Understand.

Unify maps how the work moves today, and shows where it breaks.

How a referral moves today · from 3 interviews
Referral emailarrives
Google Sheettyped in
Case systemtyped again
Personal phonefamily texted
Same record, typed twiceLives on one person’s phone
Finding · Intake

Every referral is typed in twice

“I copy it into our sheet, then again into the case system.”

Lena · 04:12 · and 2 more
Finding · Volunteers

Reminders depend on one phone

“When I’m out sick, nobody sends the shift reminders.”

Dev · 11:40 · and 1 more
03 · The build

Now it’s your CRM.

hopebridge.unify.app/crm
Sample workspace
HHopeBridgeBuilt from 1 interview
CRM
Overview
People412
Pipeline38
Outreach
Reports
Workspace
Finance
Cases
Volunteers
Grants
Settings

Donor pipeline

Fall appeal
SegmentsAdd person
DF
Delgado Family FundProposal
$25,000
HC
Harbor Credit UnionIntro
$10,000
RK
Ruth & Ken AbaraCultivating
$5,000
NR
Northside RotaryThank-you due
$2,500
LN
L. NakamuraPledged
$1,200
OF
Okafor FoundationRenewal
$15,000
DF
Delgado Family FundFamily foundation · since 2022
Lifetime$80k
Open ask$25k
Volunteers2
Giving by year
’22
’23
’24
’25
’26
Recent
Proposal sent2 days ago · Maya
Site visit, food pantrySep 18 · Maya, Sam
Follow-up callDue Friday

Requests

“Can we see which donors also volunteer?”

Jo Park · Development
Link People to Volunteer shifts
Add “Also volunteers” column
Filter on the pipeline view
Waiting for approval at Unify
Ask for a change in plain words…
04 · You decide

Approve.

Nothing merges or ships by itself.

Change request · Volunteers

“Text reminders, not just from my phone.”

Send reminders 24h before each shift
A reply of NO updates the roster
Notify the shift lead
ApproveAsk a question
Approved by Maya at Unify · Live for HopeBridge

Self-building software for nonprofits.

Your turn

Start with a conversation.

One interview runs the whole walk you just took. Listen, understand, improve, with a person approving every change.

A short conversation · about ten minutes

Take the interview.

Answer as yourself. At the end you will see a map of how your work moves, and what Unify would build.

Take the interview