Optimise eTapestry. Empower your mission.
Make eTapestry work for your team—reduce admin, improve fundraising insight, and increase confidence in reporting and receipting. Book a discovery call
Our eTapestry Roadmap
eTapestry should work for you – not create more admin
Our Roadmap for Optimising eTapestry helps organisations like Jesuit Social Services transform their CRM into a streamlined, insight-driven platform.
Outcomes:
- Reduce inefficiencies and save staff time
- Boost fundraising results and donor engagement
- Empower your team with tools they’ll actually us
What's included in the roadmap
Phase 1: Discovery & Assessment
Identify current usage, uncover pain points, and create a tailored improvement roadmap.
Phase 2: Process & Configuration Enhancements
Streamline donor communications, receipting, and engagement workflows for smoother operations.
Phase 3: User Training & Documentation
Equip your team with targeted training and practical guides for confident CRM use.
Phase 4: Reporting & Receipting
Automate reports and simplify annual receipting and reconciliation to save time.
Phase 5: Advanced Analytics
Segment donors, track campaigns, and prioritise stewardship with actionable insights.
Phase 6: Strategic Integrations
Segment donors, track campaigns, and prioritise stewardship with actionable insights.
Phase 7: Ongoing Support & Improvement
Benefit from monthly check-ins, responsive support, and strategy reviews to stay future-ready./p>
Why it's important
Let's make eTapestry work for you
Discover how Acuere transform eTapestry into a streamlined, insight-driven platform
Book a discovery call with our team today.