Salesforce & CRM
Clean up Salesforce or NPSP so staff trust it, and build the reports your board and funders ask for.
For nonprofits
Donor data, participant records, funder security requirements, and a board that wants reports. I help you run all of it well, without hiring an IT department.
In short
Downright Advisory helps nonprofits with technology leadership, Salesforce, Microsoft 365, cybersecurity, and AI, in Northern Virginia and remotely. It is for nonprofits that need this done well without hiring an IT department. Most start with a technology assessment from $2,500; ongoing advice and planning (Technology Partner) starts at $1,995 a month.
Sound familiar?
What I do for you
Clean up Salesforce or NPSP so staff trust it, and build the reports your board and funders ask for.
Meet funder and insurance security requirements with a short list of controls that actually get used.
Get nonprofit licensing right, then set up email, files, and sign-in properly.
A technology plan and budget your board can read, question, and approve.
How to start
I connect read-only to your systems, look at real data, and hand you a prioritized, priced plan. Assessments start at $2,500, and the fee counts toward any project within 60 days.
Relevant work
AI · Salesforce · Microsoft 365
“This tool has transcended our nonprofit and drastically reduced all of the admin overhead our program staff had, and resulted in more of our participants served.”
Starting prices
Every engagement starts with a free conversation and a written scope.
Tell me what's not working. Message, call, or text, whichever you prefer. I'll tell you honestly whether I can help.