Your journey
with infoodle
Getting started shouldn't feel unclear. Here's what typically happens from your first conversation through to go-live and ongoing support.
At a glance
1. Connect with us
Tell us about your organisation and what you're hoping to achieve. We'll confirm whether infoodle is a good fit and guide you on the best next step.
2. Demo
See how infoodle works in real scenarios relevant to your organisation. We'll walk through contacts, fundraising, events, reporting and any areas that matter most to your team.
If you require additional structured support for setup or migration, we can discuss professional services at this stage.
3. Trial access
Try infoodle with real scenarios. Explore contact setup, communications, reporting and more.
This is a practical way to see how the system fits your day-to-day work.
4. Sign up
When you're ready, we confirm your subscription and billing. Your trial environment becomes your live site. No data is lost in the transition.
5. Getting started call
A walkthrough of setup and best practice, tailored to your organisation. We answer implementation questions and ensure your structure is clear from the beginning.
6. Go live
Make infoodle available to your wider team.
We'll support you as you begin using it in day-to-day work.
7. Ongoing support
Support continues after go-live. You'll have access to:
- Scheduled online training sessions
- Email and phone support
- Documentation and help resources
- Real people who understand how charities operate
Support isn't just for setup. It's there as your organisation grows.
What helps make implementation smooth
Implementation works best when kept focused and manageable.
- Clear goals for what you want to manage first
- A small set of priority workflows
- Sample data (e.g. contacts or donations) for your trial
- The right team members involved in early setup
Typical timeline
There's no fixed timeline. We'll move at a pace that works for your team.
"We were nervous about switching systems, but the onboarding process was far smoother than we expected. The team made sure we understood every step before moving on."
Ready to take
the first step?
Book a demo and we'll walk you through what getting started looks like for your organisation.