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Services > Salesforce for Community Development Organizations
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Salesforce for Community Development Organizations

Purpose-built CRM solutions for thriving communities.
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Specializations

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Economic Development

Custom technology solutions for economic empowerment missions.

Transform your economic development initiatives with tailored technology solutions. For Community Development Financial Institutions (CDFIs) and Community Development Corporations (CDCs), we create robust systems that elevate your mission. Our comprehensive suite includes advanced data management systems, intuitive CRM software for client and stakeholder interactions, and secure platforms for financial transactions. Boost your capacity to provide affordable credit, micro-loans, grants, and financial literacy training. Leveraging nearly two decades of experience, we empower you to make a lasting impact on local economies.

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Capacity Building & Empowerment

Technology solutions for stronger communities and self-sufficiency.

Unlock the full potential of your capacity-building and empowerment programs through innovative technology. Our custom solutions streamline management of training programs, job initiatives, education services, homeownership workshops, and community-building activities. Seamlessly track individual progress and community impact with Salesforce and compatible tools to enhance operational efficiency, empower individuals to achieve self-sufficiency, and foster community resilience more effectively than ever before.

Legal Clinics & Advocacy

Driving change with cutting-edge technology.

Revolutionize your approach to social justice with cutting-edge technology solutions. We work with you to design systems that provide streamlined case management, ironclad data security for client and partner confidentiality, and powerful tracking of advocacy efforts. Our implementation and managed services support enhance your ability to promote equal access to legal services and protect vulnerable populations with unprecedented efficiency and transparency.

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Our Story

Idealist Consulting has nearly two decades of experience providing technology solutions for community development nonprofits. Our expertise in digital transformations and long-term managed services spans critical functions such as fundraising system migration, grant management, and program implementation for economic empowerment, legal aid, and job training. By leveraging technology, Idealist Consulting helps nonprofits amplify their impact and focus on their missions, fostering economic opportunity and resilient communities.

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