Brings fundraising, programs, volunteers, and grants onto one governed platform with Salesforce Nonprofit Cloud. Turn your CRM data into decisions with AI, measurable outcomes, and audit-ready reporting.
Nurture all stakeholder relationships efficiently
Coordinate fundraising, delivery, and accountability in one place. Standardize data, accelerate reviews, and show impact with role-based access and audit trails.
Donor & household CRM
See complete supporter profiles—featuring gifts, pledges, affiliations, and interactions—so teams can steward relationships with precision.
Fundraising lifecycle
Manage portfolios, segments, source codes, gift entry, soft credits, and tributes to grow revenue across channels. Track performance by appeal and audience.
Program & case management
Handle intake, referrals, care plans, tasks, and dynamic assessments. Keep participant timelines clear and progress visible for faster interventions.
Outcomes & impact reporting
Define indicators and targets, then monitor results over time to prove effectiveness to funders and boards.
Volunteer management & portal
Plan roles, shifts, and locations; capture skills and hours; send reminders; and publish opportunities in a branded Experience Cloud site.
Grantmaking
Publish opportunities, support proposal collaboration, award grants, and manage budgets and disbursement.
Engagement & data intelligence
Personalize journeys with Marketing Cloud and build live supporter profiles with Data Cloud for Nonprofits; summarize activity with Einstein.
Trust, security & governance
Operate with role-based access, encryption, and auditability on the Salesforce platform, keeping Personally Identifiable Information (PII) protected.
Ideas. Insights. Impact.
A collection of perspectives, practical guides, and proven strategies from the global team at Caelius.
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Multiple Clouds, One Partner
We bring the best of Salesforce to simplify the complexities of managing multiple cloud solutions.
