Connect
Link Claude to your CRM with step-by-step help. No coding. Learn what it can and can't do with your data.
By FridayYour first 10 questions about your own donors, answered.
A community of practice for nonprofits on Zoho CRM and Bigin
Stop updating your CRM. Start asking it.
Most nonprofits pay for a CRM and open it only to record work that's already done. Connected to Claude, the same CRM can draft your donor follow-ups, prepare the founder's report and remind you who you've lost touch with. The tools are already here. What's missing is the time to learn them and people to learn with. Amplify gives you both.
Follow up with leads
Track the pipeline
Draft proposals
Research prospects
Report to leadership
₹15,000per organisation
2people max
4weeks together, then ongoing
Nov2026 start
Works with
Zoho CRM
Biginby Zoho
Claude
Sound familiar?
Most CRMs in our sector are registers, not tools
We hear the same things from fundraising and programme teams across India. None of them is about the software being bad.
I'll update the CRM later.
The CRM gets filled in after the meeting, after the donation, after the report. It records the work instead of helping with it.
Only one person knows how to pull that report.
The founder asks a simple question and waits two days. Friday becomes spreadsheet day.
We forgot to follow up.
A CSR proposal sits unanswered for a month. A regular donor's UPI mandate fails and nobody notices.
We pay for licences we barely use.
Half the team logs in once a month. Everything else lives in WhatsApp, inboxes and someone's Excel.
When she left, the relationships left with her.
Years of funder history sit in the CRM, but nobody has time to dig through it before the next meeting.
We've watched the AI videos. We still haven't set it up.
The guides exist online. Without time, help and someone to ask, it never gets done.
Today"Update the CRM"
A register you fill in after the work is done.
With Amplify"Ask the CRM"
A colleague that helps you decide what to do next, and does the first draft.
What changes
Your CRM, in plain language
Pick a conversation. Each one is an everyday fundraising job, done by asking a question the way you'd ask a colleague.
Lead follow-upZoho CRM
Reply to Claude…
+Zoho CRMWeb search
Illustration with made-up organisations, people and numbers. Tool names simplified.
A community of practice
You don't need another course. You need peers.
Everything you need to connect Claude to Zoho is already online. Most teams still don't do it, because learning alone is slow and there's nobody to ask when it doesn't work. Amplify puts you in a small group of nonprofits facing the same problems, with EdZola alongside.
- Learn in pods of 4 to 5 nonprofits. A fundraising lead, a founder and a CRM admin from different organisations, working through the same problems.
- Share what works. Every request that helps one team goes into a shared library for everyone.
- Keep going after the four weeks. A monthly meet-up, a community group, and what's new in Zoho and Claude explained in plain language.
Our sector doesn't need more CRM developers. It needs CRM amplifiers: people inside nonprofits who help their teams get far more from the systems they already have.
Example pod · Week 3
Fundraising lead · CRM
Founder · Bigin
CRM admin · CRM
Partnerships · Bigin
Programme head · CRM
+ 1 EdZola mentor in every pod
Where it leads
Jobs that eat your week, done in minutes
These are the jobs nonprofit teams bring to us most often. By the end of the four weeks, you'll have done at least three of them on your own CRM.
Monthly, in minutes
Founder and board reports
Raised against target, pipeline health, CSR renewals due and the one ask you need from leadership.
Years of data
Forgotten relationships
Find every past grant, trustee link and old contact tied to a funder before you walk into the meeting.
Every Monday
Pipeline review
What moved, what stalled and who needs a call, without building a report by hand.
Before every call
Donor briefs
One page on donation history, the last conversation and open commitments, pulled from notes and emails.
Ongoing
Cleaner records
Duplicate donors, missing PAN for 80G receipts and leads nobody owns, listed for a person to fix.
Every Friday
Work that runs on its own
A weekly check, like a list of CSR proposals with no reply, that runs by itself and waits for a person to approve the next step.
Who it's for
Nonprofit teams already on Zoho
You don't need to be technical or a big team. If your organisation pays for Zoho CRM or Bigin, even if you hardly use it, this is for you.
Fundraising teams
Individual donors, major donors, CSR proposals, 80G receipts and utilisation reports.
Founders and EDs
Leaders who want straight answers from the CRM without waiting for a report.
The "CRM person"
The one everyone asks for reports, clean-ups and "can the CRM do this?"
Programme teams
Partner NGOs, volunteers or beneficiary follow-ups tracked in Bigin or CRM.
The four weeks
One session a week, then you try it on real work
Each week has a 90-minute live session, then you practise on your own CRM with help close by. Plan for about 3 hours a week.
Ask
How to ask so the answers are useful: donor follow-ups, pipeline checks, donor briefs and prospect research.
By Friday3 requests your team now uses every day.
Build
Bring one job that eats your week, like the founder report or a CSR proposal. Work it through with your pod and a mentor.
By Friday1 real job done start to finish, with a person checking.
Hand off
Set up a weekly job that runs on its own and waits for your approval. Then plan what your team takes on next.
By Friday1 weekly job running and a 90-day plan.
What's included
Support through the whole month
4 × 90 min
Live sessions
Hands-on, with time to build in every session.
2 a week
Drop-in help
Bring whatever is stuck. The EdZola team helps you fix it.
Always on
Community group
Ask your pod and the wider group any time. EdZola replies within one working day.
30 min
One-to-one call
One call per organisation in week 2 or 3 to unblock what's stuck.
Your screen, your call
Your own CRM
You work on your own paid account. Sharing your screen is optional. Some teams add a few test records to practise on.
Yours to keep
Take-home kit
Step-by-step guides, about 30 ready-to-use requests for fundraising work, and simple rules for using AI safely with donor data.
Safe by design
Four habits we start on day one
Your CRM holds donor data. Everything we build in the cohort follows these rules.
It sees what you see
Claude uses your own login, so it can only see what you already can.
Look before it changes
Claude reads first. A person approves anything that changes a record.
Drafts, not sends
Emails to donors are saved as drafts for a person to review.
Keep the link private
The link that connects Claude to your CRM works like a password. Don't share it.
Pricing and eligibility
One price per organisation
Amplify · Cohort 1
₹15,000
per organisation, for the full 4 weeks
per organisation, for the full 4 weeks
- Up to 2 people from your organisation
- One person with a paid CRM licence is enough to join
- 4 live sessions, 8 drop-in help hours and a community group
- One-to-one call and the take-home kit
- 3 months in the community of practice after the cohort
Not included: your Zoho CRM or Bigin licence and your Claude subscription. You pay for those directly.
Before you applyYou need a paid Zoho CRM or Bigin account, a paid Claude plan, and about 3 hours a week for 4 weeks.
Questions
Before you sign up
Is this a course or a community?
Both, in that order. The four weeks are structured, with a session and a task each week. After that, you stay in a community of nonprofits doing the same work, with a monthly meet-up and a shared library.
Can just one person from our organisation join?
Yes. One person with a paid Zoho CRM or Bigin licence is enough. The price is the same for one or two people.
Why do I need a paid Claude plan?
Connecting Claude to Zoho is only possible on paid Claude plans. Each participant connects with their own Claude account.
Do I have to share my screen or our data?
No. You build on your own CRM, on your own screen. Sharing in sessions is optional. If you want somewhere safe to practise, add a few test records to your own account. Our team never connects to your system.
Do I need to know how to code?
No. Everything happens in Claude and inside Zoho's own screens. If you can build a report in your CRM, you can do this.
We use CRM for programmes, not fundraising. Is it still useful?
Yes. The examples lean on fundraising because that's where most teams start, but the same methods work for partnerships, volunteers or beneficiary follow-ups.
Zoho has its own AI, Zia. Do we still need Claude?
They do different things. We show both. On Bigin Premier and Bigin 360 you can also try Zia Agents in week 4, and compare them with what Claude does on the same job.