Bright thinking.
Lasting partnerships.
Salesforce, built by fundraisers.
Clara Partners is a Salesforce Partner with extensive experience implementing Salesforce solutions within the nonprofit sector. We bridge the gap between complex technical solutions and day-to-day fundraising needs because we’ve sat in your seat.
Our team has transitioned from working directly within nonprofit charities, including roles in fundraising, marketing and operations before becoming consultants. This firsthand perspective allows us to design technology that is practical, donor-focused and built for the unique realities of the sector.
Your Salesforce partner in…
Implementation and migration
End-to-end Salesforce implementation, from discovery and design through to data migration and go-live. We translate Salesforce into your language and project manage the entire journey.
Ongoing Partnerships
Support, maintenance, health checks, training and upskilling that grows with you. We stay close so your system evolves as fast as your fundraising goals.
Bridgit - data automation
Our native Salesforce solution that automates the movement of third-party data directly into Salesforce and Raisely. Turns weeks of spreadsheet wrangling into minutes.
Why Clara?
Bright thinking. Lasting partnerships.
We bring sharp, strategic thinking to every engagement, not just technical know-how, but a genuine understanding of what your organisation needs. And we stick around. We learn your team, your data, your goals and we grow your system alongside your ambitions. That's what partnership looks like to us.
Your long-term partner, not a ticket number
We embed ourselves in your team and treat your goals as our own. When something changes in your organisation, we’re already across the context.
The whole team, not a solo consultant
You get access to a collaborative group that loves solving nonprofit-specific problems together. Different perspectives, shared knowledge, better outcomes.
Documentation you’ll actually use
We’ve built tools to capture every decision inside your Salesforce instance. When someone new joins your team, the ‘why’ behind the ‘how’ is already there.
Clarity over complexity
We translate Salesforce into plain language and design systems your whole team can confidently use, not just the person who built them.
Our Team
Lauren Stewart
CEO
Sarah Bonelli
Head of CRM Solutions & Delivery
Jojo Mepham
Functional Consultant
Janice Ooi
Senior Consultant
Sam Copeland
Senior Consultant
Articles
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Stop wrangling data - meet Bridgit
Are you tired of the “weekly spreadsheet shuffle”? Many nonprofits face a universal headache: receiving regular giving data from telemarketing or face-to-face agencies that just doesn’t talk to their CRM or payment platform. Manually cleaning, mapping and uploading these files can take days, or even weeks, leaving your data stale and your team exhausted.
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Is Salesforce right for you?
Choosing the right CRM is a major decision for any organisation, but for nonprofits, the stakes are even higher. Every dollar and hour saved has a direct impact on your charity work. Salesforce is a global leader in this space, not just because it’s powerful, but because it is designed specifically to help nonprofits thrive.
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Managed service that feel like a partnership
If you’ve ever felt like your Salesforce consultant treats your organisation like a ticket number rather than a partner, you’re not alone. At Clara Partners, we’ve intentionally built our managed services to be delivered differently. We don’t just drop in, fix a bug and disappear. We embed ourselves in your team.
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Are you ready for Agentforce Nonprofit?
Moving to Agentforce Nonprofit is a major milestone for any nonprofit organisation.
However, when and how to roll out this transition takes careful consideration and a solid foundation.
Play our readiness bingo to find out if you are ready.
Case Studies
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The Alfred Foundation
Collaboration in partnerships.
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
Resulting in a huge uplift in open and click through rates on their email communications.
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Climate Council
A story of trust and transformation.
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records.
Our solution was to get them onto a more reliable payment processor and clean up 5 years worth of data.
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Uniting Vic.Tas
Helping find stability after a difficult CRM journey.
Uniting Vic.Tas invested a lot of time platforming, but processes were broken and data was still unreliable.
How we helped them move from system exhaustion to empowerment - a demonstration of how stabilizing data and simplifying complex processes can restore trust in technology.
Have Questions? Let's Talk
Whether you’re exploring Salesforce for the first time, looking for a new partner, or need help with a specific project — we’d love to hear from you.