DATOVERO
Easy-to-use AI-powered ERP/CRM systems for
small businesses + nonprofits. Designed for people not interested in tech.
Intelligent automation built into every module
Custom built specifically for your organization
Dedicated support always available for clients
Start with a free trial, no credit card required
MODULES
Every module is custom-configured for your organization — not an off-the-shelf tool.
SEE PLANS →Financials
Real-time dashboards, cash flow forecasting, expense tracking and program expense ratios built for your reporting needs.
Donor Management
Track donor history, pipeline trends, conversion metrics and engagement scores in one unified view.
Impact Tracking
Visualize and report on the real-world outcomes of your programs with shareable, beautiful analytics.
AI Meeting Recorder
Record, transcribe, and auto-generate action items from every meeting — stored directly in your system.
Time + Volunteers
Clock management, volunteer scheduling, payroll auditing, and reporting in one coordinated system.
Marketplace
A modular discovery layer where you install only the tools your organization actually needs.
IT
WORKS
Book a Free Demo
A 30-minute call to understand your organization, your mission, and exactly what you need from your software.
Custom Build
A system tailored specifically to your workflows — not a template. Every module configured for how you actually work.
Launch + Support
You go live with full onboarding and training. Your system grows as your organization grows, always supported.
YOU IMPACT
THE WORLD
Every nonprofit and small business that runs on DatoVero is one more organization freed from tech headaches. With the Cardinal on your side, track Cardinal data and focus on tracking cardinal events that actually drive your mission.
THE STORY →FOR SMALL BUSINESS
What is an ERP/CRM, and why do you need one?
An Enterprise Resource Planning (ERP) system combined with Customer Relationship Management (CRM) forms the absolute backbone of any modern organization. For a small business, this means having your inventory, payroll, financials, and sales pipeline all living under one roof. For a nonprofit, it means having your donor database, volunteer scheduling, grant tracking, and program impact analytics perfectly synchronized. DatoVero provides exactly this: a unified ecosystem where all your critical data—what we call Cardinal data—flows seamlessly from one department to the next without the need for manual data entry or chaotic spreadsheets.
Tracking Cardinal Events
The phrase "tracking cardinal events" refers to monitoring the absolute most important milestones in your organization. If you run a small business, a cardinal event might be a lead converting into a paying customer, or a major inventory restock. If you run a nonprofit, a cardinal event could be a first-time donor committing to a recurring monthly gift, or a volunteer completing their 100th hour of service. Off-the-shelf software often buries these critical moments under mountains of irrelevant vanity metrics. By building your system custom from the ground up, we ensure that your software loudly highlights these cardinal events so your team can take immediate, meaningful action to foster growth and deepen relationships.
Designed for non-techies
We understand that the leaders of small businesses and nonprofits are usually experts in their specific mission or industry, not software engineering. This is why our systems are aggressively designed to be intuitive. We ruthlessly cut out bloated features and confusing dropdown menus. Everything is built to be learned within an hour, ensuring high adoption rates among your staff and volunteers. We leverage artificial intelligence in the background to handle complex tasks—like transcribing meeting notes automatically or forecasting cash flow—so you interact with simple, beautiful interfaces while the heavy lifting happens behind the scenes.
The Custom Advantage
When you buy generic software, you have to fundamentally change how your business operates to fit within the constraints of their templates. With DatoVero, the software bends to fit you. If you have a unique five-step intake process for new clients, we build a five-step intake pipeline. We respect that your organization's unique workflows are what make you successful. By investing in a system that is bespoke to your needs, you save countless hours of frustration and avoid the recurring extortionate fees associated with trying to customize legacy enterprise software. Let your software work as hard as you do, under the Cardinal.
READY
TO START?
No commitment required. Start with a free trial or book a 30-minute demo.