Salesforce
Nonprofit Success Pack and Nonprofit Cloud: new setups, untangling years of changes, admin help and second opinions. We'll tell you plainly which one fits.
What we help with
Built around what your team is trying to do.
Every organization raises money, runs programs and reports to its board a little differently. So we start with your goals and how you work today, then choose or build the tools to match. Salesforce, AI and custom software are all options, picked for the goal.
Organizations we've worked with
Fundraising
Raise more, and keep the donors you have
Fundraisers need to trust what's in the database and know where to spend their time. That takes clean records, gifts that arrive without retyping and a clear view of who to talk to next.
Clean, current donor data
Duplicates merged, households linked and gift history complete, with checks that keep it that way.
Donation platforms that sync
Online gifts, events and peer-to-peer pages flow into your CRM on their own, matched to the right donor.
Up-to-date analytics
Dashboards for retention, lapsed donors, campaigns and your major gift pipeline, kept current automatically.
Who to call, and when
Help classifying donors and prospects, setting giving levels and planning moves, plus a list that tells your team who to call this week.
First drafts in minutes
Appeals, thank-you letters and grant reports drafted from your own records for staff to finish.
Grants on schedule
Deadlines, requirements and reports for every grant in one place, with reminders before anything is due.
Programs
Run programs well, and show what they achieve
Program staff need sign-ups that just work and numbers they can hand to funders without a week of spreadsheets.
Registration and enrollment
Class and program sign-up with payments, waitlists and confirmation emails, written straight to your CRM.
Volunteer portals
Volunteers sign up, pick shifts and log hours, and staff see all of it in one place.
Attendance and feedback
Attendance and surveys land on each participant's record and feed your outcome reports.
Outcome reporting
The numbers funders ask for, pulled from your records whenever you need them.
Finance and operations
Close the books on time, with work that runs itself
Finance and operations teams lose days to retyping and reconciling. We connect your systems so the numbers agree and routine steps happen on their own.
CRM and accounting that agree
Gifts and payments reconcile with your accounting system, so month-end is a quick check.
Payments recorded once
Online payments, recurring gifts and fees land in the right place the first time.
Handoffs that happen on their own
Approvals, reminders, forms and record updates that don't depend on someone remembering.
Security and access
Who can see what, login policies and data exposure, reviewed with a fix list in plain language.
Leadership and board
Numbers your board can trust
Leaders need one version of the truth and a clear sense of what to measure. We bring the data together and help you decide what matters for your goals.
Board and leadership reports
Fundraising, program and finance numbers in one place, so nobody builds pivot tables the night before the meeting.
What to measure
Which numbers matter for your goals, where each one comes from and who keeps it current.
Choosing systems
What to keep, what to buy and what to build, weighed against your budget and what your team can realistically run.
Fundraising forecasts
Month-by-month projections from your pipeline and giving history, so the budget rests on real numbers.
Your whole team
Give your staff hours back each week
Most teams pay for AI tools that only a few people use. We set AI up for the work your staff repeat, with rules for what data can go in and training for each role.
AI for teams
Goals, a shared library of tested prompts, training by role and guardrails, built with your team over about 90 days.
AI inside your systems
Drafts and summaries built into the records your team already works in.
Custom tools
Small apps for the jobs your current software handles badly.
Clear rules for AI
A short policy on what data can go into which tools, what needs a human check and who approves new uses.
How we get there
Tools we know well
We've spent 10 years on nonprofit systems, mostly in Salesforce. Knowing the tools well means more of your budget goes to the goal and less to learning the setup.
Data and integrations
Data cleanups, architecture reviews and connections between your CRM, donation platforms, forms, email and accounting.
AI and custom software
AI for your team and inside your systems, plus portals and small apps that now fit budgets they couldn't a few years ago.
Migrations
Our specialty. We've done more than 50 migrations. We learn how your team works and what's in the old system, map every field to the new one and have your staff check their own records in a test copy before anyone switches.
Not sure where to start?
That's what the Discovery and report is for. Tell us what you're trying to accomplish, and we'll work out with you what to do first, what can wait and what it would take.