| Item |
Status |
| CRM platform selected | ⏳ Pending board approval |
| CRM dev instance running | ✓ Complete |
| CRM data model built | ✓ Complete |
| Donor data import | ⏳ In progress |
| Donor outreach standards | Not started |
| Project intake form | ✓ Live on website |
| Document organization | ⏳ Partial |
| Brand style guide | ✓ Complete |
| Website rebuilt | ✓ Live |
| Mobile responsive | ✓ Complete |
| Easy to maintain (CMS) | ✓ Complete |
| Social / email standards | Not started |
Procure a CRM platform for donor and grant management
After evaluating Keela, LiveImpact, and CiviCRM (attempted and abandoned due to
self-hosting complexity), Twenty CRM is the recommended platform.
Twenty is open source, Docker-based, and has a modern UI with a full REST/GraphQL API.
A dev instance is running at crm-dev.cloudbase.foundation. A board comparison
document has been prepared. Cost: ~$144/yr for hosting vs $1,000–4,200/yr for
SaaS alternatives.
Pending board approval. A formal comparison document covering
Keela, LiveImpact, CiviCRM, and Twenty CRM has been prepared and is available
for board review.
⏳ Pending approval
CRM data model & dev instance
A dev instance of Twenty CRM is running at crm-dev.cloudbase.foundation.
Custom objects have been configured: Donor (via People object),
Donation, Project, and
Project Submission — with fields, relations, and views
matching CBF's workflows. A Kanban view tracks submissions through
New → Under Review → Approved/Declined. Full traceability from donor
to donation to project is built into the data model.
✓ Complete
Update project intake form with requirements and approval timelines
A project submission form is live at cloudbase.foundation/contact with fields
for submitter name, email, organization, region, project description, and
estimated budget. In Phase 2, form submissions will feed directly into
Twenty's Project Submission object via API, triggering an automatic
notification to CBF staff. Approval timeline workflow is built into the
Kanban data model.
✓ Live — API integration Phase 2
GiveLively donor data migration
GiveLively remains the active donation platform. An anonymized import of
donor and donation history into the dev CRM is currently in progress for
testing the data model. The long-term plan (Phase 3) replaces GiveLively
with a native Stripe-powered donation form on the CBF website, with
real-time sync to Twenty via webhook — eliminating manual CSV imports.
⏳ In progress
Standardize donor outreach and communications
Not yet started. Planned for Phase 6 once the CRM is stable in production.
Will include branded email receipt templates, recurring donation confirmations,
annual tax receipt emails, and a lapsed donor re-engagement sequence.
Gap. Email infrastructure and donor communication standards
are the largest remaining gap in this objective. Will require SMTP setup,
email template design, and integration with the CRM.
Not started
Organize key documents and ensure board-wide access
Key documents are referenced from the CBF website footer and maintained
at cbf-documents.pages.dev. Board-wide access has not yet been formally
structured or documented.
⏳ Partial
Build a cohesive style guide and logo
A comprehensive Brand Style Guide v1.1 has been produced
and is available as a PDF. It covers the full color palette (derived from
the existing logo), typography system (Barlow Condensed + Plus Jakarta Sans),
logo usage rules for all four variants (horizontal, medium, stacked, round),
voice and tone guidelines with sample copy, component patterns, and
spacing/grid specifications. The guide is the canonical visual identity
reference for all CBF brand assets going forward.
✓ Complete
Update website to be mobile-friendly and easier to maintain
The new cloudbase.foundation website is live. It is fully
mobile-responsive, built on Next.js 15, and includes all eight pages:
Home, Projects, Past Projects, Get Involved, Resources, About, News,
and Contact. The projects directory is filterable by region and category.
Content is managed via Tina CMS — non-technical staff
can edit page copy directly from a browser at cloudbase.foundation/admin
without touching code. A full on-brand favicon set has been deployed.
The site is deployed on Cloudflare with automated CI/CD via GitHub Actions.
✓ Live
Create standards for social media, email, and web communications
Voice and tone guidelines are documented in the Brand Style Guide.
Social media post templates, email newsletter standards, and formal
brand application guidelines for social channels have not yet been
created.
Remaining gap. Social media and email communication
standards are the only incomplete item in this objective. The style
guide provides the brand foundation — templates and channel-specific
guidelines need to be built on top of it.
Not started
Looking ahead. A full technology roadmap covering Phases 1–6
has been documented, covering the CRM production deployment, CBF-site API
integration, Stripe donation processing, the volunteer management app, and
donor email communications. The roadmap is version-controlled in the
CBF-site repository.