We build intuitive workflows that integrate directly with your donor platforms to handle the heavy lifting automatically. Trust your data to be accurate and save your team hours on reporting.
KPI tracking
Measure what matters most
Monitor your team's goals and key organizational metrics in real time. Custom dashboards make insights easy to access and act on.
Auto tasks
Automate repetitive tasks
Save time with custom automations that handles reminders, approvals, and task assignments so your team can focus on high-impact work.
Maximize Impact
Manage Your Entire Mission
Whether you run cohorts, manage volunteers, or provide 1-on-1 case management, we tailor Salesforce to fit your unique model. Manage every participant’s journey and volunteer contributions in one unified view.
How It Comes Together
01
Discover
We start by reviewing your current Salesforce environment and manual workflows to identify exactly where your team is losing time.
02
Build
We work safely. We build in a sandbox environment so your current operations never miss a beat.
03
Launch
We launch your solution with Day 1 training and ongoing performance monitoring
Connect your Entire Mission
No need to enter data twice. We integrate Salesforce with your fundraising, marketing, and finance tools so your team always sees the full picture.
As a Certified Partner, we build complex, multi-step automations that standard integrations can't handle, saving your team hundreds of hours of manual work.
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