How it works

At a glance

1
Connect with us
2
Demo
3
Trial access
4
Sign up
5
Getting started call
6
Go live
7
Post-sales support

1. Connect with us

Tell us about your organisation and what you’re hoping to achieve.
We’ll confirm the best next step for you.

.

2. Demo

See the features that match your needs. Bring your questions—our team will tailor the session to you.
We can also talk about Professional Services, if you’d like a more dedicated approach to setting up your site or migrating your data.

Book a Demo

3. Trial access

Try infoodle with real scenarios. Explore data setup, communications, reporting, and more.

Start Free Trial

4. Sign up

When you’re ready, we’ll sort subscription and billing, then confirm your live site.

See Pricing

5. Getting started call

A walkthrough of setup and best practice, with answers to your specific implementation questions.

6. Go live

Roll out to your wider team with training and support.
We’ll help you launch with confidence.

7. Post-sales support

Ongoing help from a friendly support team—new features, troubleshooting, and ways to get more from infoodle.

What you’ll need

Key goals and a quick list of must-have workflows.
Sample data (e.g., a few contacts/donations) for your trial site.
Team members to include in the demo or getting-started call.

Typical timeline

Week 0

Connect + demo

Week 1–3

Trial & evaluation

Week 3–4

Sign up & getting started

Week 4+

Go live + ongoing support

Can we skip the demo?

The demo helps us tailor your trial so you see the most relevant features first. If you already know what you want, we’ll fast-track to a trial.

Do you help with setup?

Yes — our getting-started call covers best practice for data, forms, groups, comms and reporting. We also offer professional services if you prefer hands-on help.

What about support after we go live?

You’ll have access to helpful docs, email support and training options. As your needs grow, we’ll grow with you.

Ready to start your journey?

Book a demo or jump straight into a free trial.