NON-PROFIT

Keep donor records and fundraising work connected.

When donations, relationships, events and other activities sit in different systems, reliable reporting takes more work. We help nonprofit teams improve their CRM, reconcile data and build the portals and integrations their operations need.

A clearer view of the work behind your mission.

Donor & relationship records

Plan migrations around the relationships and gift history your team needs. Reconcile source records and reporting before handover.

Connected operations

Connect the tools used for donations, events, accounting and other activities. Define where each record is owned and updated.

Stakeholder portals

Give participants, partners or licensees a workspace for their specific tasks, with access matched to their role.

A foundation’s operating workflow.

For a national foundation, we built Salesforce workflows for licensing, contracts, royalties and merchandise, alongside donations and events. The project included portals for licensees, buyers and event participants, with accounting, commerce and payment integrations. Each portal served a specific job within the wider operating workflow.

Match the scope to your organisation.

A foundation with licensing and royalty operations has different needs from a charity focused on donations. Start by mapping your own revenue streams, reporting needs and manual reconciliation work. We will use that to assess CRM, integration and portal options.