We didn't want to ask you to imagine it.

So Easy Solutions reviewed the UFW Foundation CRM Implementation RFP and created this interactive concept to demonstrate how a unified operating environment could connect people, programs, workflows, data and existing technology. This is not intended to presume the results of discovery. It is intended to demonstrate how we think.

Built from our reading of your RFP — using fictional demonstration data.

A quick welcome from Tommy Clifford

Owner & Solution Architect, So Easy Solutions

Video is hosted by YouTube. Playback is optional — begin the guided review at any time.

What you will see

Chapter 1Executive ViewDeadlines, obligations and ownership across every department in one place.
Chapter 2Unified ConstituentOne person, one record — client, volunteer and event participant together.
Chapters 3–4Legal WorkflowMatter lifecycle, required documents and conflict review for authorized staff.
Chapter 6Field OperationsTablet-ready event check-in built for the work that happens outside the office.

Approximately 10–12 minutes
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Demonstration environment. All records, names and organizations shown are fictional.

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