Salesforce Packages Built for
SaaS & Nonprofits
Fixed price. Fixed scope. No surprises. Choose the package that fits your organisation — or tell us what you need and we will scope it together.
Choose your Salesforce setup
Two specialised package tracks — for SaaS companies and UK nonprofits. Not sure which fits? We will help you decide.
Starter
Get your first CRM running in 2 weeks. One lead source, zero chaos.
- ✓Lead Capture
- ✓Core CRM Setup
- ✓Email & Calendar Sync
- ✓Sales Pipeline Setup
- ✓Data Migration up to 1,000 records
- ✓1 Dedicated Developer
- ✓14-day post-launch support
Growth
Inbound and outbound leads in one system. Every deal tracked, every rep accountable.
- ✓Everything in Starter
- ✓Outbound Lead Management
- ✓Contract Management
- ✓Lead Routing & Calendly Integration
- ✓Data Migration up to 5,000 records
- ✓1 Developer + 1 Account Manager
- ✓30-day post-launch support
Pro
Full SaaS revenue operations: from first touch to renewal in a single system.
- ✓Everything in Growth
- ✓PDF Proposal Generation
- ✓Product Integration
- ✓Stripe Integration
- ✓Renewal Automation
- ✓PQL Workflows
- ✓2 Developers + Account Manager
- ✓60-day priority support
Enterprise
Complex requirements? Custom scope, custom integrations, custom price. Let's talk.
Foundation
Get your nonprofit on Salesforce with a clean, NPSP-ready CRM in 3 weeks.
- ✓Salesforce NPSP Setup
- ✓Constituent & Donor Records
- ✓Gift & Donation Tracking
- ✓Email Integration
- ✓Basic Reporting Dashboard
- ✓Data Migration up to 1,000 records
- ✓14-day post-launch support
Growth
Full donor lifecycle management, fundraising campaigns, and team accountability.
- ✓Everything in Foundation
- ✓Fundraising Campaign Tracking
- ✓Grant Management Workflows
- ✓Volunteer Management
- ✓Data Migration up to 5,000 records
- ✓1 Developer + Account Manager
- ✓30-day post-launch support
Scale
Advanced impact reporting, payment integrations, and full team workflows in one place.
- ✓Everything in Growth
- ✓GoCardless / Stripe Integration
- ✓Impact & Outcome Measurement
- ✓Programme & Project Tracking
- ✓Advanced Automation
- ✓2 Developers + Account Manager
- ✓60-day priority support
Bespoke
Multi-programme, complex reporting, or legacy data migrations. Let's scope it together.
None of these fit exactly? Let's talk.
Tell us about your organisation, your current tools, and what you are trying to achieve. We will scope the right solution and come back with a fixed price.
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See how we have helped SaaS teams and nonprofits launch and scale their Salesforce operations.
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Frequently asked questions
Everything you need to know before choosing a package.
Let's build your Salesforce — together
Book a free 30-minute discovery call. We will scope your project and recommend the right package. No commitment, no pressure.