Salesforce for nonprofits, built around the people you serve.

Know more about every donor, participant, and supporter. Spend less time on spreadsheets and more time on your mission.

Book your free consultation

Background photo: nonprofit team with the people they serve

Sound familiar?

Most nonprofits we meet are doing important work with systems that get in the way.

See how we fix these →
  • Reports take days to pull together, and no one fully trusts the numbers.
  • Donor and program information lives in different places.
  • Your team works around the system instead of with it.
  • You bought Salesforce, but it never quite fit how you work.

What changes with Visios

  • Know your people

    See how each person engages: gifts, events, volunteering, programs, and conversations.

  • Report on impact with confidence

    Board and grant reports that come together in minutes, not days.

  • Thank donors well

    Automatic donor statements and acknowledgments.

  • Give people a front door

    Online portals for grantees, applicants, and volunteers.

  • Less busywork

    Automatic steps that handle routine follow-up so staff can focus on people.

Real work

Built for a large disaster recovery and international relief organization

  • Registration that works without internet

    Field teams and volunteers register, check in, and sign safety waivers digitally in remote disaster zones, even with spotty or no internet coverage.

  • Volunteer onboarding at scale

    4,000+ new volunteers onboarded

    Automated volunteer onboarding and event registration grew to handle more than 4,000 new volunteers across community relief operations.

  • A faster, modern system

    Under 1 sec to open a page, down from 3 to 5

    We replaced hundreds of old behind-the-scenes rules with modern ones and sped up the work Salesforce does overnight, so pages that took 3 to 5 seconds to open now load in under 1 second.

  • Donor stewardship and compliance

    Thank-you gifts from several fulfillment vendors now follow each donor automatically, employer matches show correctly on receipts so that revenue isn't lost, and text-message opt-outs stay in step with Salesforce.

Accelerators for nonprofits

Nonprofit experience you can trust

We have served 61 mission-driven organizations, including food and housing ministries, international foundations, youth-serving organizations, veteran support organizations, and faith-based missions organizations. Our founder previously led the nonprofit practice at a large Salesforce consultancy.

61

organizations served

$166,155

given back

[Client testimonial from a nonprofit partner]
[Name], [Title], [Nonprofit organization]

Common questions

Does Salesforce offer discounts for nonprofits?

Yes. Salesforce offers nonprofit pricing and donated licenses for eligible organizations. We help you understand what you qualify for.

Can you move us off our current donor system?

Yes. We move your records and giving history into Salesforce, cleaned and organized.

We are a small team. Is Salesforce too much for us?

Not when it is set up simply. Our accelerators give small teams a head start without the complexity.

Start with a free 1-day consultation.

A discovery call, a review of your Salesforce setup, and tailored recommendations, delivered at no cost to you.

Book your free consultation