Salesforce Summit PartnerCertified Claude PartnerAgents for Good winnerEvery member, donor, and alum, known by name.
The boutique Salesforce and AI partner for organizations built on community. We connect every member, donor, subscriber, and alum, so each one feels known and stays.
Pick a time on our calendar. You get an invite right away, and a senior consultant, not a sales script.
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Trusted by mission-driven organizations
Built for organizations people choose to belong to
Every organization we serve runs on people who chose to show up. Here is what that looks like when the technology knows them by name.
Nonprofits
Marcus gave $25 after a flood near his town, his first gift ever. Two weeks later, an update showed him the families it helped, and he started giving monthly. Today he leads the volunteer team and has brought fourteen friends to the cause.
Marcus’s storyAssociations
Lena almost skipped her first conference as a student. Someone noticed she had registered alone and matched her with a mentor. Twelve years later, she chairs the Mentoring Young Scientists committee.
Lena’s storyMembership & Subscription
Jordan joined on January 2nd, half expecting to quit by February. When his dad got sick, he paused instead of canceling and came back to a plan that picked up right where he left off. On his 100th visit, his coach congratulated him on the goal he set on day one. He renewed for a year without being asked.
Jordan’s storyHigher Education & Alumni
Pragya was the first in her family to go to college, on a scholarship that made it possible. Because she never missed a chapter event, the alumni office asked her to lead Northern Virginia. This fall, she funded a scholarship of her own, for a first-generation student just like she was.
Pragya’s storyIllustrative stories, based on the journeys our clients’ members, donors, subscribers, and alumni take.
Strategy, platforms, and AI, from one boutique team
Strategy
Know where you are going before you choose the tools.
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Salesforce implementation
Implement and modernize the Salesforce core that runs your organization.
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AI with Claude and Agentforce
Agents and automation that give your team time back.
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Managed services
A whole expert team, focused on your outcomes.
Learn more →Products we design, build, and support
Certified across the Salesforce clouds you rely on
AI that works across Salesforce, Claude, and your data
Agents on real member, donor, and staff workflows, with people in control.
What changed for our clients
Three organizations we work with: where they started, what we built together, and what changed.
NonprofitDonors who hear from them, and respond
- The challenge
- Donor outreach was one-size-fits-all and hard to personalize.
- What we did
- An automated donor journey in Salesforce and Marketing Cloud, with custom templates and segments.
AssociationOne view of every member and prospect
- The challenge
- Member and prospect data sat in separate places, so outreach was manual.
- What we did
- Unified member data on Sales Cloud and Fonteva, with automated prospect journeys in Account Engagement.
AssociationA platform built for global growth
- The challenge
- A worldwide membership needed one system for members, events, and payments.
- What we did
- A custom Salesforce build with Experience Cloud, Flows, and Stripe for global payments.
How ready is your organization for AI?
About six minutes. See a score for each area, your top priorities, and a report to share, whether your team uses Claude, Agentforce, Copilot, Gemini, or ChatGPT.
Planning a modernization or AI project?
Talk with a consultant who knows your industry.