Non profit

Less admin, more mission.

Programs, services, volunteers and participants held in one system, so the work of reporting on your impact stops competing with the work of delivering it.

The spreadsheet was never the problem.

Having eleven of them, each slightly different, each owned by someone who is on leave, is the problem. So is replacing the lot every few years because the last system could not grow.

Eleven files, one system

Programs, participants, volunteers and outcomes in one place, so nobody has to ask which version of the tracker is the current one before they can answer a question.

Grows instead of breaking

A new program, a new funder or a new service line is a configuration change. The system you buy this year should still be the system you run in five.

Sector pricing, not list price

Salesforce provides substantial non profit discounts and most organisations never claim them properly. We make sure the licensing reflects what you actually are.

Non Profit Cloud

One platform, whatever the mission.

  • Salesforce Non Profit Cloud as the foundation, whether you raise money, deliver programs, rehome animals or support participants.
  • One supporter, one participant, one animal, one record, rather than a different system for every part of the organisation.
  • Substantial sector discounts available, so the platform underneath costs a fraction of commercial rates.
Fundraising Case management Animal welfare Programs NDIS Aged care
Fundraising

Money in, properly accounted for.

  • Donation pages, supporter records, marketing journeys and reporting on the same platform as everything else.
  • Payments and receipting handled automatically, with finance reconciling from the system rather than an export.
  • Campaign performance visible while the appeal is running, not three weeks after it closes.
More on fundraising
Contact Donation page Journey Reports Alex NguyenSupporter since 2019Monthly gift, $40Event attendee, gala 2025Volunteer, two shifts Make a donation$25$50$100 Welcome emailImpact updateUpgrade askLapsed reminder Income by campaign
Program management

Every program, one system.

  • Education, case management, aged care and child welfare programs running side by side rather than in separate databases.
  • Participants, sessions, outcomes and staff time recorded once and reportable across the whole organisation.
  • Funder reporting assembled from the system, with the evidence attached rather than reconstructed.
Education Case management Aged care Child welfare Literacy program, term 342 participants enrolled18 sessions deliveredReading age up 1.2 years on average70% through the funded period Open casesIntake assessment dueAssigned to PriyaSupport plan reviewDue FridayReferral to housing serviceAwaiting response Home care packagesLevel 224 clientsLevel 331 clientsLevel 412 clientsPackage balances tracked as services are delivered Child and family supportFamilies supported168Safety plans current96%Mandatory reporting and consent captured on the record
Conservation

Work measured in seasons, not quarters.

  • Sites, plantings, surveys and habitat restoration tracked over the years it actually takes to see a result.
  • Volunteer days, species counts and land area recorded against the project rather than in a field notebook.
  • Evidence that satisfies a funder and, more importantly, tells you whether the work is working.
Site 1 Site 2 Site 3 1,840 plantings, three seasons on
Animal welfare

From rescue to a new home.

  • Animal records, daily care actions, adoption journeys and rescue jobs held together rather than spread across four tools.
  • Outcomes, length of stay and rehoming rates reportable without anyone counting rows by hand.
  • Built for shelters and rescues, where the work rarely fits a standard CRM.
More on AnimalOS
Animal record Adoption Actions Rescue PepperKelpie cross, 3 years, kennel A3Vaccinations currentBehaviour assessment passedMicrochipped and desexed Adoption journeyEnquiryMeetChecksHomeApplicant: the Whitfield family, home visit booked Today's care actionsFed and wateredMedication givenKennel cleanedAfternoon walk Rescue jobHigh priorityLocationSpeciesCondition
NDIS

The participant at the centre.

  • Client records, plan budgets, scheduling and service delivery statements connected end to end.
  • Budgets tracked against delivery in real time, so an overspend is visible before it is a problem.
  • Claims and payment requests moving through a native PRODA connection rather than a manual export.
More on Maica
Client Budget Scheduling Statement Jordan AveryPlan to December 2026Support coordination, weeklyDaily living support, four daysCommunity access, Mondays Budget remaining$15,600Core supports$8,200Capacity building$5,400Capital$2,000 MonTueWedThuFri Service delivery statementCommunity access, 3.0 h$198.20Daily living support, 4.0 h$264.40Support coordination, 1.0 h$149.80Claimed to PRODA$612.40
Aged care

Care that follows the person home.

  • Home care, residential and direct care managed together, with the care plan visible to whoever is on shift.
  • Support at Home and CHSP funding claimed automatically, with package balances tracked as services are delivered.
  • Compliance and quality evidence captured as part of the work rather than assembled before an audit.
Home care, level 3 Visits this fortnight Personal care, Mon and Thu Domestic assistance, Tue Social support, Wednesday Allied health, fortnightly 65% Package balance drawn downSupport at Home and CHSP claimed

Talk to us about your programs.

Most organisations we meet are running on more spreadsheets than they would like to admit. That is a normal place to start, not an embarrassing one.

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