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Financial Services Cloud

Grow relationships with clients and channel partners.

Nonprofit Cloud

Manage constituent relationships, deliver services and measure impact.

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Advisory Services

Strategy & planning for your Salesforce digital transformation.

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Salesforce platform transformation while leverage everything you already have.

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When out-of-the-box config & customisation is not enough.

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The industries we serve

Nonprofit Organisations

Do your bit towards sustainable development goals.

Wealth Management

Sell and service distribution channels and HNW clients.

Sales Agency

Manage relationships, pricing, orders & delivery all in one place.

Allied Healthcare

Manage and grow your referral base.

Membership Organisations

Sign up, engage & renew members while building community value.

Business Services

Deliver professional & field services across multiple channels.

Featured industry solutions

Payments for Salesforce

Process one-time and recurring payments on Salesforce platform.

Quickstart Solutions

Go live with Salesforce in days, not months.

Nonprofit Solutions

An array of solutions ranging from donation processing to govt reporting.

Associations and Membership Management

Manage memberships, payments & engagement on Salesforce platform.

Allied Health CRM

Manage referrals, GP records & invoices built for practice growth.

Order to Cash with Xero & Salesforce

Sync invoices, credit notes & customers between Xero & Salesforce.

The industries we serve

Industry Sectors We Serve

3 Table Of Content

Aboriginal Services

Organisations providing services to Aboriginal and Torres Strait Islander peoples face some unique challenges. The people and communities they serve are often in remote locations. There is limited access to internet and mobile phones.  The recipients of the services often may not have a fixed address. The services must be provided in a culturally appropriate manner. 

Domestic Family Violence (DFV)

Domestic and family violence organisations provide crisis accommodation, case support, and safety planning to people escaping unsafe situations. DFV services carry some of the most complex client needs in the sector, where managing safety, accommodation, funding, and compliance simultaneously stretches even the best teams.

Systemic Advocacy

Systemic advocacy organisations work to change policies, systems, and laws that cause harm at a population level. The work is long, evidence-heavy, and accountable to funders, government, and the communities it represents, all at once. Managing campaigns, tracking policy submissions, and maintaining stakeholder relationships across years of activity is where most organisations quietly lose ground.

Individual Advocacy

Individual advocacy organisations represent people who cannot navigate complex systems alone, from housing and legal matters to healthcare and government services. Each client brings a different situation, a different timeline, and a different set of institutions to engage. When case records are fragmented and appointments fall through the gaps, the people who most need continuity are the ones who experience the breaks.

Lending and Financial Aid Programs

Organisations running lending and financial aid programs provide a lifeline to people locked out of mainstream credit, often at the moment of greatest financial stress. Every application carries eligibility rules, repayment conditions, and funder reporting requirements that have to be managed without error. When that process is manual, delays hurt the people it is designed to help.

International Aid and Development

International aid and development organisations manage programs across multiple countries, currencies, donors, and compliance regimes simultaneously. Field teams operate remotely, budgets shift with exchange rates, and acquittal reporting to bodies like DFAT demands precision that spreadsheets cannot reliably deliver. The distance between headquarters and the ground is where information gets lost and accountability breaks down.

Child and Family Services

Child and family services organisations carry a level of legal and ethical responsibility that few other sectors face. Out of home care, mandatory reporting, court documentation, and carer compliance must all be managed with absolute accuracy and full auditability. When records are incomplete or processes are inconsistent, children are the ones exposed to the consequences.

Strengthen fundraising and donor engagement.

Manage member lifecycles and engagement efficiently.

Improve grants management, reporting, and insights.

Increase operational efficiency through automation and security.

Nonprofit Organisations FAQs

Get in touch

Please send us a note if you would like to engage us or join our team. We look forward to speaking with you!

Contact Information

Level 12, 64 York Street
Sydney 2000

+61 2 9114 1010

contactus@atlasconsulting.com.au