Setup Template
$149
The configuration blueprint for getting your nonprofit out of spreadsheet sprawl.
- Importable setup guide
- Recommended fields and objects
- Donor, volunteer, and grant workflows
- Lifetime access to the download
Digital tools for small nonprofit teams
Run Salesforce without the $10k consultant.
Replace scattered donor, volunteer, and grant spreadsheets with a practical Salesforce setup your board can understand and maintain.
Built for nonprofit teams under 20 people. No IT department required.
What you can expect
CivicFlow is new, so trust starts with clear promises—not invented testimonials.
Plain language
Instructions written for board members, not Salesforce developers.
Focused scope
Only the donor, volunteer, and reporting foundations small teams need.
Own your system
Build internal confidence instead of creating permanent consultant dependence.
A calmer operating system
From “which sheet is current?” to one shared record.
If donor notes live in one volunteer’s laptop, grant totals are rebuilt before every board meeting, and nobody knows who last contacted a sponsor, the problem is not your team. It is the system around them.
- 01
Start with a nonprofit-ready blueprint
Use a guided field and object configuration instead of facing a blank Salesforce org. Organize contacts, donations, volunteers, grants, and reporting around the work your board already does.
- 02
Learn the decisions behind the setup
Five short video modules show a non-technical administrator what to configure, what to leave alone, and how to keep records useful after launch.
- 03
Make reporting routine, not a rescue mission
Give board and grant conversations a consistent source of truth, so reporting no longer means reconciling several files the night before a deadline.
Straightforward pricing
Choose the help your team needs.
One-time purchases with digital delivery. Start with the blueprint, build admin confidence, or take the complete path.
Self-Admin Course
$79
Five focused modules for the board member or staff lead who will maintain Salesforce.
- Plain-language video lessons
- Five practical modules
- No developer experience required
- Learn at your own pace
Best value
CivicFlow Bundle
$199
The complete self-implementation path, with the template and course together.
- Everything in the setup template
- The complete five-module course
- $29 less than buying separately
- Best for first-time Salesforce teams
Salesforce licensing is not included. Product checkout and fulfillment are available through the product catalog.
Your records can serve the mission
Build a Salesforce system your team can actually keep running.
Spend less time reconciling spreadsheets and more time showing donors, volunteers, and funders what your organization makes possible.