Solutions
Complete Solutions inside the Salesforce you already have.
CauseStack Add-ons and Integrations turn your org into a complete solution for the work you do, and the rest of CauseStack fills in the gaps.
Housing Services
Applications, waitlists and residents in one place.
Applicants apply online through Advanced Forms, with logic that asks only what applies to them and uploads for the documents you need. Once they’re in, they log in to an Advanced Portal to check their status, update their household details and see what’s next.
Leases and agreements go out for signature with Sign, and every step lands on the household’s record in Salesforce.
How CauseStack helps
- SegmentationLists like waitlisted applicants or residents due for recertification, ready for outreach.
- DeduplicationHelps prevent duplicate households when the same applicant applies through Advanced Forms more than once, with easy-to-manage tools to keep resident data clean.
- Doc MergeAward letters, notices and lease agreements generated from the household’s record, one at a time or in batches.
- Mass EmailWaitlist updates, recertification reminders and resident announcements to the right segment.
Volunteer Management
Recruit volunteers and keep them coming back.
Volunteers sign up through a form that creates their record in Salesforce, then log in to an Advanced Portal to see opportunities, sign up and keep their details current.
Coordinators see every volunteer in Salesforce, next to their gifts and the rest of their relationship with you.
How CauseStack helps
- FormsInterest forms and applications that create the volunteer’s contact.
- DeduplicationHelps prevent duplicate volunteers when people sign up more than once or are already in your org as donors, with easy-to-manage tools to keep volunteer data clean.
- SegmentationSegments like active volunteers or volunteers who haven’t signed up lately.
- Doc MergeThank-you and service-hour letters, one at a time or in batches.
- Mass EmailNew opportunities, reminders and thank-yous to the volunteers they’re meant for.
Event Management
Registration and payment, saved straight to Salesforce.
Attendees register and pay through Advanced Forms, with card payments processed by Stripe. Advanced Portals give attendees a login to see and manage their registrations.
Every registration and payment is recorded in Salesforce, so the event sits next to everything else you know about each person.
How CauseStack helps
- DeduplicationHelps prevent duplicate attendees when the same person registers for several events, with easy-to-manage tools to keep attendee data clean.
- SegmentationAttendee lists by event, ticket type or status.
- Doc MergeConfirmation letters, receipts and sponsor thank-you letters from the registration record.
- Mass EmailConfirmations, reminders and post-event follow-ups to each attendee segment.
Program Management
Run programs from intake to follow-up.
Participants apply or enroll through Advanced Forms. Staff and participants use Advanced Portals to see progress, attendance and next steps.
Program data stays in Salesforce, next to your donors and volunteers, so you can report on the whole picture.
How CauseStack helps
- ImportsBring in the participant lists you already have.
- DeduplicationHelps prevent duplicates from imports and enrollment forms, so each participant keeps one record, with easy-to-manage tools to keep program data clean.
- Doc MergeCompletion certificates, progress letters and reports from the participant’s record.
- Mass EmailSession reminders and program updates to participants by program or cohort.
Student Portals
A home base for every student.
Students log in to an Advanced Portal to see their program information, complete forms and keep their details current.
Staff work from the student’s record in Salesforce, with every form and update already there.
How CauseStack helps
- FormsEnrollment, check-in and consent forms inside the portal.
- DeduplicationHelps prevent duplicate students as enrollment and check-in forms come in, with easy-to-manage tools to keep student data clean.
- SegmentationStudents by cohort, program or status.
- Doc MergeEnrollment letters, schedules and certificates for each student.
- Mass EmailAnnouncements and reminders to students by cohort, program or status.
Early Adopter Program
Be one of the first to use CauseStack.
We’re opening CauseStack to a small group of Salesforce admins, consultants and nonprofit tech pros first. Join the waitlist, try it early, and help decide what we build next.
Let’s build the solution for your work.
Tell us what you’re trying to run, and we’ll show you how CauseStack can fit.