Why nonprofits on Salesforce are adding Civis behind it
Hi Jordan,
Salesforce is a great CRM, and mission-driven teams are hitting its limits on cost, analysis, and AI. Here's the short version of why so many are adding Civis behind it.
- Save on storage. Civis archives rarely-used records out of Salesforce into a governed warehouse. Storage fees drop. Access doesn't.
- Analytics a CRM was never built for. Unified data, real reporting, and predictive models for fundraising.
- Claude for your whole team. Plain-language answers from your own data, no analyst required.
One source of truth. Lower costs, sharper reporting, and AI your whole team can actually use.
We'll show you the platform running on a data model like yours, archival and Claude included.
Best,
The Civis Team
