We implement and customize your CRM instance and online engagement tools to maximize your impact.
Who we serve
Charities
Foundations
Education funds
Schools
Member-based organizations
Associations
Arts organizations
Religious organizations
Advocacy groups
Social services organizations
What you can expect
- Take your org from spreadsheets to a CRM
- Reorganize, clean, and optimize your organization’s data
- Empower you to raise more money
- Convert donors
- Help you gain data insights to make better decisions
- Enable easy cross-team collaboration
- Save time with automations
- Optimize data entry
Areas of expertise
Fundraising
Grant management
Case management
Membership management
Program management
- Discovery services
- Data migration/import
- Report building
- Dashboard customization
- Custom object and field creation
- Automation creation
- User and permission management
- Third-party integrations
- Email marketing implementation
- Page layout optimization
- Trainings
Get started today!
Quickstart Packages
With this all-inclusive service, we will import and organize your data in Salesforce or Microsoft Dynamics, make it easy for you to run reports, and offer training to your staff members.
Learn MoreSupport Retainer
Our team of experts can support your CRM instance with on-going professional services to help you maintain and improve your use of your CRM.
Learn MoreCustom Consulting Services
Get in touch to share your own plans for how you want to use your CRM and we will bring that vision to life.
Learn MoreHighlights about Soapbox Engage
- 21 years serving the nonprofit community
- 16 years providing CRM solutions
- Organizers of worldwide nonprofit tech events
- On-demand CRM experts
- CRM-integrated online engagement apps
- Ongoing free resources and events for the community