About half our clients are nonprofits. We understand the pressure you're under — limited budgets, small teams, and the constant need to demonstrate impact. We've been there with dozens of organizations like yours.
"We inherited a Salesforce mess from a previous consultant. We don't even know what's in there."
"We can't get the constituent reports we need for our grant applications. It's embarrassing."
"Our staff is still doing manual data entry for things Salesforce should be handling automatically."
"We have one overwhelmed admin and nobody else who understands the system."
"We're not sure if we have the right Salesforce licenses. Are we leaving money on the table?"
"We know Salesforce could do more for us. We just don't know where to start."
We've worked with enough nonprofits to know that one-size-fits-all Salesforce advice doesn't work. Here's how we approach things differently.
We've built and cleaned up more NPSP orgs than we can count. Whether you're starting fresh or untangling a mess, we know the platform inside and out — including the quirks most consultants don't know exist.
Clean constituent data, smart automation, reliable donation tracking. We build the infrastructure that makes major gift work, direct mail, and recurring giving actually manageable.
Get the numbers your funders need without the manual scramble. We build dashboards and reports that make program outcomes, donor retention, and financial metrics visible and trustworthy.
We don't hoard knowledge — we teach. We train your internal team, record custom video walkthroughs, and document everything so your organization isn't dependent on us long-term.
Need a steady hand without the cost of a full-time hire? We offer flexible monthly retainers that scale with your needs. Available when you need us, not billing when you don't.
We don't just know Salesforce — we understand the unique pressures nonprofits face. We speak the language of development officers, program managers, and executive directors, not just IT teams.
We've worked with human services organizations, healthcare nonprofits, advocacy groups, arts organizations, community foundations, and everything in between. Each one is different — and we treat it that way.
"Jon and the team were exceptional. They understood exactly what we needed, communicated clearly throughout, and delivered a Salesforce setup that our entire team actually loves using."
We'll look at your Salesforce setup, listen to your goals, and give you an honest take — even if the answer is "you don't actually need us for this." No sales pitch. No long pitch decks.