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Description

Salesforce Agentforce 360 for Nonprofits is a comprehensive nonprofit management platform built to connect people, programs, and data. It integrates fundraising, marketing, volunteer management, and service delivery into one unified CRM environment. Organizations gain a complete view of every stakeholder interaction, improving engagement and relationship building. AI-powered capabilities streamline reporting, automate tasks, and generate actionable insights. Nonprofit Cloud helps teams collaborate more effectively across fundraising and program operations. Built-in grantmaking and volunteer management tools simplify coordination and tracking. The platform supports data-driven decision-making to maximize outcomes and transparency. Eligible nonprofits can access special pricing and community resources through the Power of Us program. Integration with Salesforce’s broader ecosystem enhances flexibility and scalability. Agentforce 360 helps nonprofits operate more efficiently while amplifying their mission impact.

Description

Optimy can help you with your community investment professionals, CSR, grants, and sponsorships. Optimy provides customer-oriented solutions to help corporations collect proposals, select the most effective action plans, manage each aspect of each project and track the impact of their strategies. Optimy is here for you at every stage of your social project. Easy application process allows you to gather data. Quickly review and select the most impactful social projects. Get a quick overview of the status of your projects and collaborate efficiently. Make meaningful reports about your social impact and CSR activities. Easy collection, review, and reporting of information about the evaluation process. All stakeholders, from the scholarship and fellowships coordinators to the applicants and reviewers, can be empowered. For more CSR impact, manage corporate giving and volunteer campaigns from start to finish.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Bonterra DonorDrive Yes 
CharityWeb Yes 
ClickFunnels Yes 
Collate Yes 
Deskpro Yes 
LearningCart Yes 
Mailchimp No 
Make No 
Momentum Yes 
Pendo Feedback Yes 
PhaseWare Tracker Yes 
SAP Business One No 
Sendloop Yes 
Slemma Yes 
Snappii Yes 
Systems for Good Yes 
WizeHive Zengine Yes 

Integrations

Salesforce Yes 
Bonterra DonorDrive No 
CharityWeb No 
ClickFunnels No 
Collate No 
Deskpro No 
LearningCart No 
Mailchimp Yes 
Make Yes 
Momentum No 
Pendo Feedback No 
PhaseWare Tracker No 
SAP Business One Yes 
Sendloop No 
Slemma No 
Snappii No 
Systems for Good No 
WizeHive Zengine No 

Pricing Details

$36 per month
Free Trial No 
Free Version Yes 

Pricing Details

Out Pricing adapts to your needs. We can give a quote in less than 24h.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/nonprofit/

Vendor Details

Company Name

Optimy

Founded

2011

Country

Canada & Belgium

Website

www.optimy.com/en/the-platform/how-it-works

Product Features

Community

Content Management No 
Content Moderation No 
Discussions / Forums No 
Event Management No 
Group Management Yes 
Ideation / Crowdsourcing No 
Member Directory Yes 
Membership Management Yes 
Social Media Management No 
Website Management No 
White Label No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management No 
Gift Management No 
Grant Management No 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements No 
Recurring Donations No 
Volunteer Management No 

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management No 
Grant Award Tracking Yes 
Grant Opportunity Search No 
Self-Registration No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management No 
Social Media Management Yes 
Volunteer Management No 

Volunteer Management

Attendance Management No 
Calendar Management No 
Event Management Yes 
Group Management No 
Member Directory No 
Membership Management No 
Recognition Management No 
Registration Management No 
Scheduling No 
Self Service Portal No 
Training Management No 
Volunteer Profiles No 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management No 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Fundraising

Alumni Management No 
Auction Management Yes 
CRM Yes 
Campaign Management Yes 
Contribution Tracking Yes 
Donor Management Yes 
Event Management No 
Gift Matching Management No 
Grant Management Yes 
Membership Management Yes 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management No 
Raffles / Lotteries No 
Recurring Giving Yes 
Volunteer Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration No 

Scholarship Management

Applicant Management Yes 
Applicant Portal Yes 
Commenting / Notes Yes 
Customizable Forms Yes 
Interview Management Yes 
Recommendations Management No 
Reviewer Management Yes 
Scoring Yes 
White Label Yes 

Volunteer Management

Attendance Management Yes 
Calendar Management Yes 
Event Management Yes 
Group Management Yes 
Member Directory Yes 
Membership Management Yes 
Recognition Management No 
Registration Management Yes 
Scheduling Yes 
Self Service Portal Yes 
Training Management Yes 
Volunteer Profiles Yes 

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