Our Services
You don’t have to know exactly what you need
Our services are building blocks, not a menu. We’ll work out the right mix with you.
We help clients modernize their operations with the right mix of technology and strategy. Whether it’s streamlining workflows, implementing cloud-based tools, or integrating data systems, our digital transformation services are designed to increase your capacity, amplify your impact, and future-proof your org.
Choose Salesforce or our own Flourish Core platform as the center of your digital ecosystem.
Salesforce brings a low license cost (as low as $0 per user), an advanced automation suite, and integrations with virtually any major third-party platform. We can launch a new Salesforce or configure the one you already have.
Flourish Core is free with Ongoing Digital Support. It connects the rest of your digital ecosystem — such as Google Workspace, Microsoft 365, Box, HubSpot, Mailchimp (and many more!) — so our solutions and your AI agents can work across it. Organizations, teams, and roles decide who can see and do what.
On either one, we build bespoke portals, web apps, and systems around how your staff, clients, and members work.
Most clients move on to Ongoing Digital Support once their project is live.
Common needs we cover include:
- A centralized database for entity tracking (donors, patients, partner organizations, etc. based on your industry)
- Marketing automation
- Website & web presence
- Fundraising & giving management
- Event management
- Volunteer management
- Program & case management
- Financial reporting & payment processing
- Operational & executive reporting
- Multi-platform integration
- Cybersecurity & audit capabilities
Ongoing Digital Support gives you the Flourish ecosystem and a fractional technology team in one monthly plan.
Most of our solutions are free with it, such as Flourish Core, Chronicle for forms, Mosaic for maps, and Rapport for relationship intelligence. You also get a heavy discount on the Agent Platform for your AI agents.
Our team also works as your fractional technology staff. We take care of things like cloud platform management, data systems, user access, and security. For less than the cost of one hire, you get a range of skills no single person could cover.
We support a range of platforms:
- Salesforce
- Marketing
- Fundraising
- Accounting & payment
- Event
- Volunteers
- Business intelligence
- Integration
- Website
- Productivity
Our fractional support covers a host of traditional IT roles:
- Executive technology and data strategy (CTO/CIO)
- Solution architect
- Software engineer
- Platform administrator
- Technology product owner
- Technology project manager
- User onboarding and access specialist
- IT security auditor
- Webmaster
Other services
Salesforce Training
Essential and Tailored Training for your Salesforce users
Starting at
$600
We offer two types: Essential Training and Tailored Training.
Essential Training covers the basics necessary for any Salesforce user to be effective. It is ideal for teams new to the platform or when a team-wide refresher is required. We offer this training pro bono for qualifying organizations.
For teams ready to go deeper with Salesforce, our custom Tailored Training is designed to fit your organization’s unique processes, data, and goals. We prepare sessions that reflect your org’s unique Salesforce setup, making the learning directly applicable to your day-to-day work.
Our Essential Training includes:
- Salesforce vs a CRM: what’s the difference and why this matters
- Navigating Salesforce
- Creating, updating, and deleting data (one-by-one and en masse)
- How to effectively use lists & reports
- Personal customization & productivity tips
Our Tailored Training includes:
- Step-by-step walkthrough of business processes for a specific team (e.g. train on all features for the partnerships team)
- Office hours & one-on-one follow-up training
- Training for power users & org in-house Salesforce admins (“train the trainer”)
Custom AI & ML Design
AI and machine learning tools such as chatbots, predictive analytics, and content summarization
Contact for pricing
We design and implement bespoke artificial intelligence (AI) and machine learning (ML) solutions that help our clients do more with less. From automating routine tasks to extracting insights from complex data, we create AI and ML tools that are ethical, scalable, and low-cost. Whether you need a smart chatbot, predictive analytics, or content summarization, we make sure the technology serves your goals.
Examples of past custom AI & ML builds include:
- Early cause of death classification for vital statistics
- Patient health education chatbot for chronic disease
- Federal grant search tool
- Enterprise customer risk analysis tool for crypto and banking
Research Strategy, Monitoring & Impact
Measurement, evaluation, and learning (MEL) strategies and research frameworks
Contact for pricing
We offer expertise in the design and implementation of measurement, evaluation, and learning (MEL) strategies and other research and community intervention frameworks.
Our approach emphasizes collaboration between academic and community partners, ensuring that measurement efforts are grounded in lived experience, shaped by shared goals, and geared toward real-world impact. From mixed-methods design to outcome reporting, we help translate evidence into action to strengthen programs, inform policy, and advance equity.
Common starting points
We need a new system, help connecting our systems, or help evolving our system now that it’s connected.
Start here →Our system is built, and now our team needs to know how to run it.
Start here →We need ongoing advice and support to maintain and grow our system.
Start here →We want AI to take on work so our team can focus on the mission.
Start here →We need data and metrics to guide our roadmap and show our impact.
Start here →Something else?Start a conversationLearn how we can support you