Bridgit — Salesforce Data Automation for Nonprofits
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Stop wrangling spreadsheets. Start doing the work that matters.
If your nonprofit receives regular giving data from telemarketing or face-to-face fundraising agencies, you know the pain. Every week, files arrive in different formats from different agencies. Someone has to manually clean them, map the fields, check for errors and upload them to your CRM and payment platform. It takes days. Sometimes weeks. And it happens again next week.
Bridgit fixes this.
What is Bridgit?
Bridgit is Clara Partners' native Salesforce data automation tool, built specifically for nonprofits and charities. It automates the movement of third-party data: regular giving files, telemarketing results, face-to-face agency data goes directly into Salesforce, Raisely, GiveEasy and Stripe. What used to take your team days now takes minutes.
Bridgit is not a generic integration tool. It was built by people who have worked inside nonprofit fundraising teams and understand exactly what the data looks like, where it comes from and where it needs to go.
What Bridgit does
Automated data ingestion
Bridgit receives files from your agencies, maps the data automatically and loads it into Salesforce and Raisely or GiveEasy without manual intervention.
Audit trail
Every data movement is logged. You always know what came in, when it was processed, and what happened to it.
Error detection
Bridgit identifies errors and anomalies in incoming data before they make it into your CRM, catching problems that would otherwise take hours to find and fix.
Multi-agency support
Bridgit handles data from multiple agencies simultaneously. Each agency can have their own file formats and field structures and Bridgit maps it all automatically without any manual intervention.
Who is Brigit for?
Bridgit is designed for nonprofits and charities that receive regular giving data from external agencies and use Salesforce and Raisely or GiveEasy as their CRM and payment platform. If your team is spending hours every week on manual data work, Bridgit will give that time back.
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.