[ Agentfo... Reviews ](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) [ Agentfo... Reviews ](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) # Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) Features ##### ## Administration (11) Reporting Reports on various important data and metrics. Interaction Tracking The ability to track each interaction with donors and maintain a record of their giving history. Automation Tools to automate a variety of processes such as email marketing and emailing receipts. Donor Profiles Profiles for each donor including contact information, interaction history, and giving history. User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. CRM Integration Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines. Dashboards & Analytics Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics. Show More ##### ## Fundraising (6) Campaign Management The ability to plan and execute fundraising campaigns based around specific goals. Online Donation Portal The ability to accept donations online via a website, social media, or mobile device. Event Planning Tools to plan fundraising events, including ticketing, registration, and attendance tracking. Recurring Donations The ability to set up recurring donations of a specific amount at a chosen interval. Peer-to-peer Fundraising The ability to create social media fundraising pages that are shareable and leverage social networks. Mobile Capabilities The ability to use mobile devices to collect in-person donations at an event or kiosk. Show More ##### ## Marketing (2) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Direct Mail Tools Tools to create paper flyers and other mailings to be sent via direct mail. Show More ##### ## Platform Basics (3) Reporting Provides analytics tools that reveal important business metrics and track progress. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Case Management (3) Client Intake Contains client intake capability. Outcome Measurement Tracks and measures client outcomes. Form Builder Creates online forms to capture relevant data. Show More ##### ## Platform Additional Functionality (2) Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities. Show More ##### ## Platform Data (2) Dashboard Has a centralized dashboard for users to interact with. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Show More ##### ## Donor Management (4) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Show More ##### ## Interoperability (3) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (4) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Show More ##### ## Integrations (6) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Fund Accounting Syncs with accounting software to track grant expenditures against budget and support financial audits. Donor Management Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors. Show More ##### ## Proposal Management (5) Form Building Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer. Review Tools Flags errors before submission or allows grantmakers to provide internal feedback on submissions. Grantee Portal Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications. Attachments Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists. Task Management Supports task and deadline tracking for grant-related actions; allows role-based access to be established. Show More ##### ## Fund Tracking (3) Disbursements Manages payment schedules for awarded grants. Grant Allocations Tracks grant budgets to ensure expenditures are not exceeding established limits. Email Notifications Generates email alerts for grantees as funds are awarded and disbursed. Show More ##### ## Impact & Outcomes (4) Program Evaluation Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area. Data Analytics Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding. Ad Hoc Reporting Supports requesting and submitting for additional information or materials outside of contracted reporting requirements. Dashboards Allows users to customize the data they can view at-a-glance. Show More ##### ## Grant Prospecting (2) Funder Lists Searches for open RFP opportunities based on grantseekers' identified focus areas and location. Automated Responses Stores and auto-populates common answers for standard application questions. Show More ##### ## Compliance (2) Eligibility Screening Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants. Auditing Supports specific report types to assist with fund audits; assists with planning site visits for grantees. Show More ##### ## Volunteer Management (5) Opportunity Listings Creates and edits active volunteer opportunities to receive volunteer sign-ups. Volunteer Tracking Tracks contact, demographic, and affinity information for volunteers, as well as total service hours. Volunteer Scheduling Assists with assigning volunteer shifts and manages a master schedule. Volunteer Profiles Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests. Document Management Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers. Show More ##### ## Engagement & Communication Tools (4) Gamification Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served. Mass Messaging Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities. Donation Pages Supports embedded or linked donation pages to encourage volunteer donations. Mobile Application Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history. Show More ##### ## Agentic AI - Nonprofit CRM (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More [ ![ToucanTech](https://images.g2crowd.com/uploads/product/hd_favicon/2ed36c594079f8033681c1400c09d9fc/toucantech-2024-11-15.svg "ToucanTech") Sponsored ToucanTech 5/5(31) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Bloomerang CRM](https://images.g2crowd.com/uploads/product/hd_favicon/bbbadb2cfe33347bec3bcdfc4544b51c/bloomerang-crm.svg "Bloomerang CRM") Bloomerang CRM 4.6/5(899) ](https://www.g2.com/products/bloomerang-crm/reviews) [ ![Neon CRM](https://images.g2crowd.com/uploads/product/hd_favicon/055c9ab478d704cca7885bcd8db5650d/neon-one-llc-neon-crm.svg "Neon CRM") Neon CRM 4.2/5(431) ](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) [ ![Bonterra EveryAction](https://images.g2crowd.com/uploads/product/hd_favicon/e193f04cbb61116c3744f4b2ed0b25c9/bonterra-everyaction.svg "Bonterra EveryAction") Bonterra EveryAction 4.3/5(283) ](https://www.g2.com/products/bonterra-everyaction/reviews) [ View All Alternatives ](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/competitors/alternatives) Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_927f4e96b48d625aaf475f2a46b74859/bloomerang-crm.png "Product Avatar Image") Bloomerang CRM 4.6/5(899) [ Compare Now ](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-bloomerang-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f0f1bd2606e994a01b00deaed80652ee/donorperfect.jpg "Product Avatar Image") DonorPerfect 4.4/5(565) [ Compare Now ](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-donorperfect) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f45992247dd07f6985ff3c5e60ede1a5/blackbaud-raiser-s-edge-nxt.png "Product Avatar Image") Raiser's Edge NXT 3.9/5(622) [ Compare Now ](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-blackbaud-raiser-s-edge-nxt) ## Consulting Services for Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) [ ![Cloud Orca](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_052c1827fec5976f073489ce6bdf0409/cloud-orca.jpg "Cloud Orca") Cloud Orca ](https://www.g2.com/products/cloud-orca/reviews) [ ![CRMmetry](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d86619e01174458494a901070580fab3/crmmetry.jpg "CRMmetry") CRMmetry 5/5(1) ](https://www.g2.com/products/crmmetry/reviews) [ ![Cloobees](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_25859f72e3360772dc1d71080958f7c0/cloobees.jpg "Cloobees") Cloobees ](https://www.g2.com/products/cloobees/reviews) [See all Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) Providers](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/implementation) ##### Categories on G2 [ Donor Management ](https://www.g2.com/categories/donor-management)[ Nonprofit CRM ](https://www.g2.com/categories/nonprofit-crm)[ Fundraising ](https://www.g2.com/categories/fundraising) [ Grant Management ](https://www.g2.com/categories/grant-management)[ Volunteer Management ](https://www.g2.com/categories/volunteer-management)[ Human Services ](https://www.g2.com/categories/human-services) Show More ##### Explore More [ Which SEO software is top-rated for increasing website traffic ](https://www.g2.com/discussions/which-seo-software-is-top-rated-for-increasing-website-traffic)[ Best fleet management solutions for reducing fuel costs ](https://www.g2.com/discussions/best-fleet-management-solutions-for-reducing-fuel-costs)[ Top-rated big data integration solutions for cloud migration ](https://www.g2.com/discussions/what-are-the-top-rated-big-data-integration-solutions-for-cloud-migration) [ Which financial consulting services offer collaborative advisory models instead of top-down recommendations? 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