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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

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$36 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars

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
Event Management
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Membership Management

Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Payment Processing

Ticketing

Customer Database
Event Management
Mobile Ticketing
Online Ticketing
Onsite Ticketing
Print-at-Home

Tour Operator

Activities Booking
Central Reservation System
Custom Packages
Itinerary Creation
Payment Processing
Reservations Management

Volunteer Management

Attendance Management
Calendar Management
Event Management
Member Directory
Membership Management
Registration Management
Scheduling
Self Service Portal

Categories and Features

Community

Group Management
Member Directory
Membership Management

Donation Management

Campaign Management
Donation Tracking
Donor Database

Grant Management

Grant Award Tracking

Nonprofit

Donor Management
Event Management
Fundraising Management
Member Database
Social Media Management

Volunteer Management

Event Management

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