Use Cases / Switching From Spreadsheets
Outgrow the spreadsheet
When donors, volunteers, and tasks live in a dozen tabs, things fall through. Move to one portal without losing your data or your budget.
Spreadsheets are where good nonprofit data goes to get out of date. DatoVero gives you one portal for donors, volunteers, grants, and tasks, with CSV import so the move is painless and CSV export so you are never locked back in.
Bring your data with you
Import your existing lists from CSV during setup. Every module reads and writes CSV, so the switch does not mean rebuilding your records by hand.
- CSV import on setup
- CSV export at every tier
- No data lock-in
Replace the tab sprawl
One dashboard shows KPIs across donors, volunteers, and programs, and shared notes and task boards replace the "who owns this" spreadsheet nobody updates.
- Live cross-module dashboard (base plan)
- Shared notes and task boards (Notes & Tasks Growth)
Keep the price sane
Start with the base plan and add only the modules that replace a real spreadsheet. Flat per-module pricing means the switch does not balloon as you grow.
- $35/mo base, add modules as needed
- Every sixth module free
- 14-day free trial, no card
What powers this
Dashboard
Central command - KPI overview, activity feed, org health score, and real-time data at a glance.
Included in every base plan
Donors & Donations
Full donor CRM. Profiles, donation logging, tax receipts, LYBUNT/SYBUNT analytics, and RFM scoring.
Starter $18/mo · Growth $32/mo · Power $46/mo
Notes & Tasks
Personal and shared notes, task management, and AI meeting summaries - integrated across your portal.
Starter $10/mo · Growth $14/mo · Power $25/mo
Questions
Will I lose my data in the move?
No. Import from CSV during setup and export back to CSV at any time. Your records stay portable, so switching in never means being locked in.
Do I have to move everything at once?
No. Start with one module that replaces your most painful spreadsheet, then add more as you go. You only pay for what you turn on.
Is it hard to set up?
A first-run wizard seeds your portal, and CSV import handles your existing lists. Most small teams are running the same day.
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