Salesforce Nonprofit Fundraiser Edge Solution
To keep leading the edge of change, nonprofits need a CRM that is unique to their operational model. Generic CRMs often lack the flexibility to manage donations, grants, volunteers, memberships, and constituent communication effectively. They can also create data silos, making it hard to get a unified view of impact.
Achieva’s nonprofit CRM software, Nonprofit Navigator, is designed specifically for mission-driven organizations, including charities, associations, and unions. It enables event planning, donor engagement, volunteer tracking, and membership management within a single platform. You can also automate routine tasks like thank-you emails, pledge reminders, and membership renewals. Built-in analytics and visual dashboards provide actionable insights for faster, informed decision-making. Nonprofit Navigator also includes prebuilt modules to track donor growth, fundraising performance, event outcomes, and project status. The platform is scalable and adapts as your programs grow and evolve.
Group donors, members, and volunteers according to their activities, interests, and giving habits.
Easily manage one-time and recurring donations and keep track of membership stages in one place.
Send automated thank-you messages and receive reminders to follow up, helping you keep donors engaged.
Track how funds are used and manage budgets with built-in approval steps.
Create and delegate tasks to volunteers based on events, their time, and interests.
Bring together donors, members, volunteers, and grant information in one place. Gain a clear, consistent picture to manage relationships.
Make sign-ups for donors and volunteers smooth and simple. Use guided forms, auto-checks, and fast data capture to reduce friction right from the start.
Foster long-term relationships through timely acknowledgments, meaningful engagement, and behavior-driven insights.
Boost campaign performance with intelligent donor segmentation, personalized outreach, and automated follow-ups.
Connect your projects, events, and finances under one roof to deliver real-world impact without behind-the-scenes clutter.
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Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
Most regular CRMs need a lot of customizations to work for nonprofits. Nonprofit Navigator is built just for nonprofit needs like donations, grants, volunteers, and memberships. It works right away, so you save time and money. Moreover, you don’t have to spend extra on custom setup. It comes with prebuilt nonprofit workflows, dashboards, and modules, so your team can hit the ground running. You also get features designed for transparency and impact reporting, which are crucial for nonprofit operations.
Yes, it grows with you. Whether you're just starting out or running a big nonprofit, the system can handle it. You can add more features and users as your work expands. It’s built to keep up with your mission. The platform is modular and scalable, allowing you to activate new capabilities as programs grow. You won't need to switch systems or start over when your needs change.
With automated follow-ups, personalized engagement paths, and behavioral insights, Nonprofit Navigator empowers you to build lasting relationships and not just transactional ones. These consistent touchpoints increase donor trust and recurring support. You can also track donor activity, preferences, and giving patterns to deliver more meaningful outreach. Campaigns can be tailored based on engagement history for better results.
Yes. Nonprofit Navigator connects well with others and streamlines your workflows without complex integrations. Our team also provides tailored support to ensure a seamless connection with your ecosystem. It supports APIs and prebuilt connectors for popular tools like marketing automation, accounting, and donation platforms. This reduces manual data entry and keeps your systems in sync.
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