Donors Return. Grants on Schedule. Impact Shows.

You already have Salesforce. Orchid makes it carry more of the work at foundations, human services agencies, and advocacy groups.

You already have Salesforce. Orchid builds out the portals, automation, and reporting sitting unused by your organization.

Who We Work With

Nonprofits

The Capability Is There. The Time Isn't.

Nonprofit teams run lean, and whoever manages Salesforce usually manages three other things too. Many organizations hold far more capability in their system than they use, because nobody has had a free month to configure it.

Orchid sets it up so donor records, grant deadlines, and program data sit in one place, and reporting comes out of the system instead of out of someone's weekend.

30+
Years in Technology
77
Salesforce Certifications
95%
Client Retention
90d
Average Project Start to Live

One Record for Donors and Volunteers

The same person gives in December, volunteers in spring, and brings a friend to the gala. When those three live in separate places, outreach repeats itself and the relationship thins out.

We bring giving, service, and attendance onto a single record, so your team sees the whole history before they pick up the phone.

Donor Records
Giving History
Volunteer Activity
Event Attendance
Household Giving
Recurring Gifts

Grant Reporting That Assembles Itself

Funder deadlines arrive on their schedule, and rebuilding the numbers by hand every cycle costs days nobody has. We structure applications, awards, restrictions, and outcomes inside Salesforce so the report draws from data your team already captured in the course of the work.

Applications
Awards
Restricted Funds
Budget vs Actual
Reporting Deadlines
Renewals

Outcomes Funders Can See

Funders ask what changed, and activity counts don't answer that. We build program tracking that follows the people you serve over time, then surface it in reporting you can put in front of a board or a program officer without a week of preparation.

Participant and case records connected to program activity
Outcomes measured across time rather than counted once
Dashboards sized for board meetings and funder reports

Volunteers Scheduled Without the Spreadsheet

Skills, availability, hours, and clearances tracked in one place, with sign-up handled in the portal. Your coordinator stops rebuilding next month's schedule over email every week.

Records Worth Trusting

Duplicate donors, addresses gone stale, and gifts credited to the wrong household compound quietly until an appeal goes out wrong. We clean what is there and set the rules that keep it accurate as new gifts and contacts arrive.

A Full Team for Less Than a Single Hire

Recruiting an admin takes months, covers one skill set, and the knowledge walks out the door when they move on. Managed Services gives you admins, developers, and strategists at a predictable monthly cost, sized for a budget that answers to funders.

The same senior team month after month, with no ticket queue
Enhancements included, so the system improves while it is maintained
Extra capacity through year-end giving, audits, and grant deadlines

See What Your Salesforce Could Be Doing

Start with a Salesforce ROI Roadmap. We map your environment against your goals and hand you a prioritized plan with effort and impact for every item.

No cost, no obligation.