Use your IT budget efficiently. So more remains for your projects.
Salesforce, PDFbutler, custom Apex, lettershop agency, banking tool, Excel bridges. Six places where donation money leaks out, money that was meant for your mission.
There's another way: one system.
What a mid-size nonprofit is juggling today
Even with NPO discounts: as soon as you go above 10 users, costs add up to four figures per month. Per add-on like PDFbutler or Conga. Per custom development. Per maintenance hour. Per implementation partner. The money comes straight out of your donations.
This is where we come in.
We combine your NGO operations into one system: donor database, mass mailing, ZWB generation, banking integration. Instead of six tools each with their own licence cost you have one, and we connect cleanly to your existing bookkeeping.
More importantly: our goal is to make you independent from us. We build the system with enough flexibility that you can maintain ZWB templates, tenant splits, or new donor campaigns on your own, without calling us every time.
Donation receipts, A to Z
A real-world task without plugin bingo. This is how it looks at an NGO we spoke with. At your org it will look different, because your system gets built for you.
- 01Trigger
January 2026. 1,247 donors gave this year. The system asks: start the donation-receipt run now?
- 02Template
Your receipt layout (defined in discovery) is selected automatically. Including your donation-receipt permission and association details.
- 03Mass PDF
1,247 PDFs rendered in three minutes. One file per donor, correctly calculated, correctly worded.
- 04Delivery
Email with attachment, or print-partner API for postal mail. Configurable per donor or as default.
- 05Tracking
Who received what, who didn't. Live in the system. No Excel list, no outgoing-mail logbook.
- 06Bounce handling
Automatic re-routing for wrong addresses or undeliverable email. Only real problem cases land on your desk.
- 07Subledger sync
All receipts synced as accounting entries. DATEV interface integrated. Clean fiscal trail without manual handoff.
What's not in this list: plugins, partner suppliers, gap fillers. All in the same system.
Two paths to the same outcome
| Salesforce NGO stack | CRM Concept | |
|---|---|---|
| Components | 6+ tools and plugins | 1 system |
| Custom setup per use case | Apex plus plugin config | included in discovery |
| Add-on costs | PDFbutler, Conga and more, billed separately | included |
| Hard limits you'll hit | Apex CPU, storage, API calls | no hard limits |
| Specialists required | Salesforce admin plus Apex developer | CRM Concept Team |
| Maintenance partner | usually external | CRM Concept Team |
Standard functions that come with every setup
GDPR-compliant donor data protection
Retention periods, deletion concepts, data export for subject rights. Out of the box, not as an add-on.
Direct-debit handling (SEPA)
Manage SEPA mandates, charge recurring donors automatically, handle return debits.
Member and donor communications
Newsletters, thank-you emails, reactivation campaigns. In the same system as donor data.
Multi-tenant separation
Multiple foundations, associations or cost centers under one roof. Clean data separation, shared administration.
Accounting handoff
DATEV interface, receipts, donation reports for the association's tax filing.
Your system, shaped by your requirements.
What you see in the examples is a real discovery configuration. For you, we build exactly what you actually need. Nothing more. In discovery we listen. In setup we follow your processes, not our feature set.
Written by someone who spent 8 years implementing the stack above as a Salesforce architect for NGOs. We know where it gets stuck. And how it doesn't have to.
If your next operations sprint shouldn't run into Salesforce limits again
30 minutes is enough to see if it fits.
Or send a note to info@crm-concept.de