Manage donor records, grant applications, compliance documents, and volunteer agreements seamlessly within Salesforce. Prevent duplicate files, enhance collaboration, and retrieve documents instantly with Cartularius - readily available to cover the needs of non-profits.
Non-profit organizations handle high volumes of sensitive donor, fundraising, and compliance-related files, leading to common challenges:
Without the right tools, these challenges can disrupt workflows and frustrate both clients and team members.
Key Features Available for Non-Profits include:
Automatically recognize and sort tax documents, grant applications, and donor communications.
Benefit: Reduce manual entry and ensure structured document organization.
Connect donor profiles, funding reports, and partnership agreements across relevant Salesforce objects.
Benefit: Maintain a single source of truth for all non-profit records.
Structure documents using predefined hierarchies for fundraising campaigns, volunteer management, and grant applications.
Benefit: Keep all donor and project-related files organized and accessible.
Store high-value donor and grant records securely with enterprise-grade cloud storage.
Benefit: Ensure data protection and quick access to mission-critical files.
Edit grant proposals and donor agreements directly within Salesforce.
Benefit: Maintain version control and ensure real-time collaboration.
Install Cartularius now and experience the best Salesforce document management solution and enjoy clean and structured data and optimized processes, risk-free for 30 days.