When CFY Pinellas, a Florida-based nonprofit, partnered with Nextiny Marketing, they weren’t just looking for a refreshed website. They needed a scalable, easy-to-manage digital system that could reduce operational stress, streamline how they managed grants, donations, and scholarships, and reinforce the credibility they had already built within their community.
At the time, CFY’s digital ecosystem was fragmented. Their WordPress website relied heavily on custom coding, key data lived in spreadsheets, and donations were managed separately in Bloomerang. As the organization continued to grow, these disconnected systems made it harder to operate efficiently and confidently.
They didn’t need another short-term fix. They needed a foundation built for long-term growth.
This case study highlights how Nextiny partnered with CFY Pinellas to modernize their website, centralize their data, and rebuild critical internal workflows by migrating their digital ecosystem into HubSpot’s CRM.
CFY Pinellas had experienced steady expansion across scholarships, grants, donor relationships, and major community events. But their technology couldn’t keep up.
Their challenges included:
Routine tasks became bottlenecks. Even small updates created delays, especially during scholarship cycles and fundraising periods when speed, accuracy, and clarity mattered most.
“I’d get to something, realize I couldn’t change it, and I didn’t know why. It was frustrating that basic updates weren’t possible.”
- Kit Lenz, Director of Administration at CFY Pinellas
Before CFY could move forward, they needed to centralize their data, reduce manual work, and build systems that could scale with their mission.
After reviewing their options, CFY realized they needed more than a website platform. They needed a connected system that could support both public-facing experiences and internal operations.
HubSpot stood out because it offered:
A strong referral from another organization reinforced that HubSpot, paired with Nextiny’s strategic and technical expertise, could finally give CFY a system that worked with their team instead of against it.
“If you go with a different group, in three years you’ll be changing your mind—and you’ll end up looking for a group like this anyway. So why not start with the right partner from the beginning?”
- Kit Lenz, Director of Administration at CFY Pinellas
Nextiny partnered closely with CFY’s leadership and operations team to rebuild both their website and internal workflows directly inside HubSpot. The goal was clear: eliminate fragmentation, improve visibility, and give the CFY team autonomy.
Nextiny redesigned CFY’s website to make their mission clear and remove the navigation friction of the previous site.
Key improvements included:
The result is a digital experience that supports CFY’s mission and reinforces their professionalism when applicants, donors, and partners engage with the organization online.
“We’ve gotten tremendous feedback—people love the new website and how easy it is to navigate.”
- Kit Lenz, Director of Administration at CFY Pinellas
Grants are a critical part of CFY’s programs, and they require accuracy, consistency, and visibility across multiple review stages. Nextiny rebuilt CFY’s grant application and tracking process inside HubSpot to support how the team actually evaluates and awards funding.
The new grant workflow includes:
This structure gives CFY full visibility into every grant while reducing errors, manual tracking, and review delays.
Donations are a core part of CFY’s mission, and accuracy is critical. Previously, donor data and transaction history lived in Bloomerang, separate from other program information. As part of the HubSpot migration, Nextiny centralized CFY’s donor records, donation history, and payment flows into a single system.
The new donation workflow includes:
Offline donations are also supported through a QuickBooks integration, allowing check payments and other non-online gifts to be recorded automatically and tied to the correct donor.
This structure gives CFY a complete, trustworthy view of donor activity while improving follow-up, reporting accuracy, and the overall donor experience.
For scholarships, Nextiny built multiple long-form application experiences directly in HubSpot, each with its own dedicated landing page designed to support detailed, multi-step applications and a dedicated Scholarship pipeline.
Every submission automatically creates a scholarship record that moves through review stages based on internal inputs, eliminating the need for spreadsheets entirely.
One especially important workflow supports CFY’s review committee process: When an application is submitted, internal notification emails can be forwarded for evaluation without exposing applicant names, using a unique Scholarship ID generated for each submission. Custom dashboards allow committee members to review applicants digitally, reducing reliance on email threads and manual tracking.
Nextiny also implemented website banners to announce scholarship timelines, ensuring applicants receive timely, consistent information.
Within the first 90 days after launch, CFY saw improvements across both digital performance and internal operations, including:
These results reflect the impact of the website launch alone. As CFY continues using HubSpot pipelines across grants, donations, and scholarships, operational efficiencies will continue to compound.
This transformation went far beyond aesthetics. Today, CFY operates with:
With HubSpot supporting both external experiences and internal operations, CFY’s team can focus less on managing systems and more on expanding opportunities for local youth.
“Nextiny has exceeded our expectations overall with our website and creating a CRM system. As a non-profit they have become a great partnerships with our team and excited to continue our growth in HubSpot! They were a referral from another company and would highly recommended them for all aspects of Website, marketing, etc.”
- Kit Lenz, Director of Administration at CFY Pinellas
Is HubSpot a good website platform for nonprofits?
Yes. HubSpot unifies your website, CRM, forms, automation, email, and reporting, making it ideal for nonprofits managing multiple programs and relationships.
Do we need custom development to update a HubSpot website?
Not with the right theme and setup. CFY’s team now updates content daily using drag-and-drop tools, with no coding required.
Can HubSpot manage donors, scholarships, and grants?
Absolutely. Custom objects, pipelines, and automation allow nonprofits to track relationships and applications in one system.
How long does a migration like this take?
Timelines vary, but CFY launched their website within a few months and continued expanding internal workflows with Nextiny’s support.
What if our staff is nervous about learning a new system?
HubSpot is intuitive and designed for non-technical users. With proper onboarding, most teams become comfortable quickly.
If your organization is navigating disconnected tools, manual processes, or a website that no longer reflects your mission, CFY’s story shows what’s possible with HubSpot and Nextiny Marketing.
Schedule a strategy call to explore how we can help you build a scalable, connected system that supports long-term impact.