Salesforce for nonprofits.

We help small nonprofit teams set up or clean up Salesforce, then keep it running: donations, programs, volunteers, forms and the reports your board asks for.

Salesforce a small team can run

A lot of small teams run Salesforce without a full-time admin, on a setup someone else started.

We make it simpler to use, then help you keep it that way.

Hands typing on a laptop keyboard in a dark room

One place for donors, programs and reports

Everything lands on the same records, so the board report and the donor list agree.

Your Salesforce org

Nonprofit Cloud or NPSP.

Online forms

Sign-ups and applications.

Programs and volunteers

Who took part, and when.

Payment tools

Donations and recurring gifts.

Reports for the board

From the same records.

What we help with

  • Setup or clean-up

    Nonprofit Cloud or NPSP.

  • Donations and recurring gifts

    Each gift recorded once, on the right donor.

  • Duplicate donors

    Merged, so each person appears once.

  • Who sees what

    Permissions that fit a small team.

  • Notes your team can follow

    Short handover notes for each change.

  • Ongoing support

    A monthly plan, if you want one.

We start with what you have, and tidy before we add anything new.Tell us about your setup How a project runs

Donated licences for eligible nonprofits

Salesforce offers donated licences to eligible nonprofits through its Power of Us program. Salesforce sets the eligibility and terms.

Talk it through with us

Common questions

Should we use Nonprofit Cloud or NPSP?

It depends on what you already have. If you run NPSP today, we’ll look at what a move to Nonprofit Cloud would involve before recommending it.

Can you connect our donation forms to Salesforce?

Yes. We can connect FormAssembly and payment tools so each gift lands on the right donor record, with recurring gifts kept apart from one-off gifts.

Do you offer ongoing support?

Yes. Our monthly support plans reserve hours each month for admin requests, small fixes and user help.

Is Salesforce free for nonprofits?

Salesforce offers donated licences to eligible nonprofits through its Power of Us program. Salesforce sets the eligibility and terms; our work is billed separately.

Tell us where the work gets stuck.

Send a few lines about the systems you use and the part that keeps breaking. We read every message and reply within one business day.

Start a conversationOr book a call

Based in the Quad Cities. Working with teams here and further away.

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