Setup and migration

Help from the team that built the platform.

Many teams configure Simply Programs themselves. Many more launch faster with help on discovery, data migration, setup, website launch, and training — from the people who built the system, not a reseller.

Implementation help

Set it up yourself, or hand us the heavy lifting.

Plenty of teams set Simply Programs up themselves. When you would rather not, our packages start well below what a big-CRM build costs — and you only pay for the level of help you want.

Free

Self-serve

Import your data, use the built-in setup, and follow the guides. Many teams launch Simply Programs this way at no cost beyond their plan.

From $500

Just the data

Hand us the messy spreadsheet or an export and we clean, map, and verify it with you. Single-source data conversion starts at $500.

From $2,500

Guided onboarding

Working sessions where we configure records, forms, your website, and first workflows around your organization, so day one feels familiar instead of blank.

From $9,500

Standard implementation

Discovery, schema, migration, website and public forms, staff training, and go-live support — the common full launch.

From $24,000

Complete implementation

Multi-source migration, integrations, automations, reporting, role-based training, and a supported parallel run before cutover.

From $45,000

Enterprise platform replacement

A phased replacement with a dedicated lead, migration or sync bridge, security planning, and a rehearsed cutover.

Custom quote

Managed success and support

Ongoing administration, data work, optimization, or dedicated service levels after launch, scoped around the help your team wants.

Every package price is a starting point, not a trap: the final quote depends on how much data you have, how tangled it is, and how many systems we are connecting. You will always see the full number, in writing, before any work begins.

Discovery

Map the work before building

We sit with how your organization actually runs — the people, forms, handoffs, and reports — and design the system around it before anything gets configured.

Migration

Move your data without losing it

We move participants, enrollment history, and program records out of your spreadsheets or current case-management tool, clean them on the way in, and verify totals with you before the program year starts. Data conversion starts at $500.

Websites

Launch the public side

We build your hosted pages or wire embeds into your existing website — forms, calendars, directories, and the flows your community actually uses.

Integrations

Connect what you keep

Connect accounting, email, and payment tools — or keep your current system syncing while you transition between program years.

Training

Your team, confident

Working sessions with your real data, not generic videos — plus ongoing support from the same team that built and configured your system.

Bring us the funder report. We will make it feel simple.

Show us the intake binder, the waitlist spreadsheet, and the report your funder keeps asking for. We will map them to Simply Programs and show you the calmer version of next program year.