Automation
Automations that give your team time back.
Receipting, gift processing, rollups and integrations built with Flow and Apex — so staff spend less time re-keying and more time on the mission.
What We Do
What's included in this engagement.
Tax receipting
CRA-ready single-gift and consolidated receipts — generated, emailed, voided and reissued in Salesforce.
Gift processing
Online and recurring gifts matched, categorized and allocated to the right funds automatically.
Donor rollups & segments
Lifetime, fiscal-year and lapsed-donor totals kept accurate for appeals and major-gift work.
Appeal & campaign tracking
Week-by-week appeal results so you know what's working while the campaign is still live.
Integrations
Online giving platforms, email tools, finance systems and lead files connected to Salesforce.
Alerts & reminders
Scheduled emails and notifications — like grant end dates or renewals — sent automatically.
Process
Our Methodology
Phase 01
Audit
Find the manual work draining hours every week.
Phase 02
Design
A clear plan for what to automate first, and why.
Phase 03
Build
Built and tested in a sandbox, with your team checking real scenarios.
Phase 04
Measure
Confirm the time saved and fine-tune after go-live.
Our commitments
What every engagement includes.
Simple promises we keep on every project — big or small.
Ready to get more from Salesforce?
Book a free 30-minute call. No jargon, no pressure — just honest advice and a clear next step.