Pre-release packages

- Designed for Results

IMPACT*

ADVANCED*

ESSENTIALS*

BASE

Measure impact and attract more donors

Ai-powered insights for your cases/ programs

Ai-powered donor insights and automation

Improve your team engagement/ interaction

Assessment Roadmap

Tech Assessment Roadmap to identify areas to improve Donor engagement and fundraising. We will share at least one specific thing you can start doing to grow your nonprofit in the next 30 days.

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Email / Collaboration Tools

Master Class to improve Real-Time Collaboration, Communication, teamwork, and productivity using Slack

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Playbook on how to get basic tools to collaborate (e.g., Slack, Microsoft Office, Teams, G-Suite, etc.)

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Fundraising

Campaign Pages, Donation Widgets, Text-to-Donate, Team Fundraising, Peer-to-Peer, Leader Board

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Master Class to set up your digital fundraising forms, text to donate, and peer fundraising campaigns.

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Connect to CRM, Reporting, analytics, dashboards by Donor and Campaign metrics in CRM

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Stripe integration (get money deposited directly in your bank)

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Event

Ticketing

Event-Ticketing, Live Display, Text-to-Donate

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Stripe integration (get money deposited directly in your bank)

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Connect to CRM, Reporting, analytics, dashboards by Donor and Campaign

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Playbook for event ticketing and fundraising using events

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AI-Powered Community Relationship Manager (CRM) from Salesforce

Create a customized Implementation Roadmap

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Configure Salesforce Nonprofit Cloud CRM for your organization

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Set-up Salesforce users and profiles (up to number of users)

9

9

5

Establish security profiles for the users to protect data

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Customize screen layouts

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Create and add custom fields per the business requirements to capture more data (number of custom fields)

25

15

5

Import the contact record data into the system

50,000

20,000

5,000

Standard automation rules (10), Standard Report (20), Dashboards (5)

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Customized automation rules based on your business

2

1

Option +

Customized Reports (up to / on as needed basis)

10

2

Option +

Customized Dashboards (up to / on as needed basis)

2

1

Option +

Test and launch your CRM solution

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Personalized training for your team (up to 3 hours)

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Option +

AI- Powered search enabled

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Training for your team, access to the Learning portal, online support documentation

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Grant Making in Salesforce

Set up to track all your grants in Salesforce - Basic

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Option +

Set up to track all your grants in Salesforce - Advanced

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Option +

Project Management in Salesforce

A solution tailored for both traditional/ Agile methodologies, managing tasks, waterfall analysis, making it the perfect choice to streamline projects

Option +

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Program Management (PM) in Salesforce

Develop a detailed program plan and timeline, Identify the programs, establish the key performance indicators (KPIs) to measure program success.

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Program or

Case Mngt.

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Configure the CRM to monitor and track program progress regularly for regular reporting and dashboards for monitoring

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Program or

Case Mngt.

Option +

Case Management (CM) in Salesforce

Develop a detailed program plan and timeline to implement Case Management

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Program or

Case Mngt.

Option +

Configure the CRM to monitor and track program progress regularly for regular reporting and dashboards for monitoring

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Program or

Case Mngt.

Option +

Outcomes Reporting in Salesforce

Develop a detailed program plan and timeline, Identify the programs, establish the key performance indicators (KPIs) to measure program success.

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Option +

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Configure the CRM to monitor and track program progress regularly for regular reporting and dashboards for monitoring

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Option +

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BONUS Offering (included FREE with all plans)

Playbook to obtain Design, Creativity, Social Media, and Branding digital tools to improve digital fundraising valued at $5,000

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Playbook for Accessing In-Kind Annual Grants valued at $200,000 annually or $2,000,000 over the next 10 years

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Complimentary website checks and personalized recommendations to amplify your online impact. Consider it a digital tune-up for your nonprofit website!

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Strategy session for your digital success – on us!

Free consultation with expert guidance on maximizing your get and use of the $10,000 Google Ads grant. Let's make sure your nonprofit gets the most out of every dollar.

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Complimentary review of your accounting to provide guidance on how to trim down accounting costs by 20-30% for your nonprofit. It's like giving your finances a cost-cutting makeover.

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Risk-Free Money Back

&

Worry-Free Guarantee

We understand that buying items online can seem a little risky. Not knowing exactly how something will fit can lead many just to walk away. This is why we offer a No-Risk Purchase Policy. We have designed all packages to help reduce operational costs and make your nonprofit more efficient. And with our Worry-Free Guarantee, you can trust that we'll be there to support you every step of the way – including free tweaks to your setup as needed. If we can't meet agreed-upon benchmarks in 90 days, we will refund your money and you still keep the bonus offerings.

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Pricing (one-time implementation fees)

$28,500

$14,500

$9,900

$1,500

CRM users

IMPACT

PLUS

ADVANCED

PLUS

ESSENTIALS PLUS

Adoption

Onboarding Workshops

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Personalized Onboarding Workshops

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Expert-Led Getting Started Programs

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Adoption Guidance

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Self-Guided Digital Resources

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Enablement Sessions - Basic

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Enablement Sessions - Advance

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Expertise

Create Roadmap for post-Initial Setup

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Review of the Business Processes - Basic

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Review of the Business Processes to further improve processes - Advance

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Architecture Guidance - ongoing in strategy calls, on as as-required basis

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Setup processes in CRM based on Nonprofit’s operations

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Configuration Based on Best Practices

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Planning for Change

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Organizational Best Practices

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Technical Account Manager (credits/mth) - Ask Us Anything

20

10

4

Technical Account Manager availability

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Technical Health

Nonprofit Success Score (measure your success)

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Go-Live Planning for new processes implemented

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Health Checks and Recommendations - ongoing

Monthly

Quarterly

Quarterly

Architecture Guidance - Basic

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Architecture Guidance - Advance

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Annual Technical Audit Health Review (e.g., Security and Performance), with report on what is working and not, along with recommendations to improve operations

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Risk Free

Money Back

&

Worry-Free Guarantee

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Pricing

$747 /mth

$597 /mth

$397 /mth