Products
Tools that keep your company secure and well run
Products that take the manual work out of reporting, user access, and security reviews, for nonprofits, healthcare organizations, and other teams that can't afford mistakes.
Product
Nonprofit Ops Platform
Better reporting and automation on the CRM you already have.
Keep your current CRM and add the reports, dashboards, automations, email, and tax statements it's missing, plus an AI assistant. It works with Bloomerang and Donorbox today.
Book a free health checkThe problem
- Reports and dashboards your CRM can't produce
- Board and funder reports built by hand from exports
- Follow-ups and emails sent one by one
What it does
- Reports and dashboards
- Automations
- Tax statements
- An AI assistant
What you get
- Better reporting without a CRM migration
- Less manual work for your team
Who it's for
- Nonprofits on Bloomerang or Donorbox today, and on other nonprofit CRMs with an open API, such as Neon CRM, Little Green Light, and Virtuous, as we add their connectors
- Development and operations teams who pull reports together by hand
- Organizations that want better reporting without migrating their CRM
Product
Onboard360
Automated Salesforce onboarding and offboarding, so access is fast, consistent, and audit-ready as you grow.
Onboard360 is a Salesforce-based product that standardizes and automates user onboarding, role-based access, role changes, and offboarding, so you can manage users quickly, accurately, and the same way every time.
Book a 30-minute onboarding workflow reviewThe problem
- Onboarding and offboarding run on manual tickets, with delays
- Access is assigned inconsistently: too much for some people, missing for others
- Security risk when people leave or change roles
- No audit-ready record of who got what access and why
- Wasted licenses and little visibility into who uses what
What it does
- Role-based provisioning templates by job function or department
- Automated access assignment with consistent rules
- Lifecycle events: new hire, role change, leave, and termination
- Visibility into licenses and access: who has what, why, and since when
- An audit trail of every provisioning decision
What you get
- Faster onboarding and offboarding
- Fewer access mistakes
- A stronger compliance posture, with consistent controls you can trace
- Less admin work and fewer tickets
- A cleaner access model over time
Who it's for
- IT operations and IT leadership
- Salesforce platform owners and admins
- HR and people operations, if they own onboarding
Product
Apex Security Check
Real-time visibility into Salesforce access risk, without manual audits.
Apex Security Check is a Salesforce-native security product that continuously analyzes access risk, finds over-permissioning, and gives you audit-ready visibility into your Salesforce security posture.
Book a 30-minute Apex Security Check snapshotThe problem
- Permissions sprawl over time
- No real-time view of access risk
- Security reviews that are manual and reactive
- Audit pressure without visibility
- Critical or risky access that's hard to spot
What it does
- Continuous analysis of access risk
- Finds redundant and excessive permissions
- Highlights critical and risky access
- Audit-ready views of your security posture
What you get
- Continuous visibility into access risk
- Faster audit preparation
- Less security exposure
- Less manual security analysis
Who it's for
- Security and compliance leaders
- IT, CIO, and CISO teams
- Salesforce platform owners and admins
- Risk and audit teams
Product / Implementation
Security Framework Design
Build a secure foundation, fast.
Pre-built governance templates and access models for Salesforce. Deploy a secure, scalable structure instantly.
Book a free health checkWhat it does
- Templates for roles, profiles, and sharing rules
- Audit-ready documentation
- Works with Apex Security Check