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What is Patron Assist?

Patron Assist enables you to effectively manage your fundraising campaigns and events by gaining insights into your donors and members, while simultaneously tracking the progress and success of your initiatives. The platform simplifies the management of your distinctive events, offering an uncomplicated way to launch and supervise fundraising activities, allowing you to focus on the most important aspect—enriching the experience for your audience! Many small to medium-sized cultural institutions, such as museums, botanical gardens, and parks, often struggle with operational limitations when key staff members are unavailable, leading to significant disruptions, especially when crucial organizational knowledge is centralized in specific individuals. Are you facing similar challenges in your organization? If that's the case, don’t hesitate to contact us so we can help you explore the best way to deploy our tailored solution to meet your unique needs. Furthermore, numerous business operations tend to depend on a variety of disjointed, standalone systems, which may include custom-built applications that complicate workflows. This lack of integration can severely impact overall efficiency and hinder effective collaboration among teams, making it essential to seek a more cohesive approach.

What is Agentforce 360 for Nonprofits?

Agentforce 360 for Nonprofits is Salesforce’s industry-specific CRM solution designed to help nonprofit organizations scale their mission-driven work. It brings together fundraising, program delivery, marketing, volunteer management, and grantmaking within a single, connected platform. By centralizing stakeholder data, nonprofits gain a comprehensive 360-degree view of donors, clients, volunteers, and partners. AI-powered Agentforce tools automate manual processes and deliver actionable insights to improve efficiency. Nonprofit Cloud supports impact measurement and outcome tracking across programs. Teams can collaborate seamlessly with shared dashboards and unified reporting. Built-in marketing and engagement tools personalize outreach and strengthen community relationships. Volunteer and grant management capabilities simplify coordination and oversight. The platform enables data-driven decision-making while ensuring secure and compliant operations. Salesforce’s ecosystem of partners and community resources further extends nonprofit capabilities. Organizations can adapt quickly to changing needs while sustaining long-term growth. Agentforce 360 empowers nonprofits to amplify their impact through smarter operations and trusted AI innovation.

Media

Media

Integrations Supported

CharityWeb
ClickFunnels
Collate
Deskpro
DonorDrive
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
Salesforce
Sendloop
Slemma
Snappii
Systems for Good
WizeHive Zengine

Integrations Supported

CharityWeb
ClickFunnels
Collate
Deskpro
DonorDrive
LearningCart
Momentum
Pendo Feedback
PhaseWare Tracker
Salesforce
Sendloop
Slemma
Snappii
Systems for Good
WizeHive Zengine

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$36 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Integrated Patron Solutions

Company Location

United States

Company Website

patronassist.com

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/nonprofit/

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Ticketing

Barcode / Ticket Scanning
Box Office Management
Concessions Management
Customer Database
Event Management
Fundraising Management
General Admission
Kiosk Ticketing
Mobile Ticketing
Online Ticketing
Onsite Ticketing
POS
Print-at-Home
Reserved Seating
Season Tickets
Ticket Brokering
VIP & Discount Tickets

Tour Operator

Accommodation Booking
Activities Booking
Central Reservation System
Coach Booking
Custom Packages
Customer Management
GDS / OTA Integration
Itinerary Creation
Multi-Day Tours
Payment Processing
Price / Margin Management
Promotions Management
Quote Management
Reservations Management
Vendor Management
Website Management

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Categories and Features

Community

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

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