Purple Vision offers a wide range of consultancy and services for non-profits, around our specialist areas of digital (including CMS, social media, digital transformation, digital tools selection and email marketing), CRM (Salesforce signposting, health check, implementations, training and support and Raiser’s Edge health check, consultancy training and support) and data (insight, analytics, data visualisation and business intelligence tools).

Causeivew Inc, - the giving apps company. Purple Vision partners


Purple Vision are implementation partners for Causeview, the leading Salesforce-based CRM for fundraising, events and volunteer management.

Purple Vision offers data insight and analytics services

Data – Insight & Analytics

Purple Vision data, insight analytics services offer you insight into your donor, customer and stakeholders behaviour and responses. Use it to engage donors, build customer journeys, and plan your fundraising spend more effectively.

Purple Vision signposting services - technology, digital and Salesforce

Digital – Signposting

Purple Vision digital signposting service addresses challenges with digital adoption and user insight, delivering a roadmap for your digital success.

Purple Vision offers consultancy services around technology and also fundraising consultancy covering a range of fundraising strategic and tactical issues.

Fundraising – Consultancy

Our results-focused fundraising consultancy covers every aspect of fundraising – from talking to Boards, looking at strategy to helping with specific tactics and projects.

Fonteva MemberNation - a product recommended for larger membership organisations by Purple Vision


Purple Vision partner with Fonteva to implement MemberNation, the leading Salesforce-based CRM for membership organisations and associations.

Purple Vision Gift Aid for Salesforce NPSP

Salesforce – NPSP Gift Aid

Purple Vision Gift Aid for Salesforce NPSP will help you prepare and make an accurate gift aid claim. Ideal for small charities using Salesforce Non Profit Success Pack.

Healthchecks from Purple Vision - including Digital, Raiser's Edge and Salesforce

Salesforce – Health Check

Purple Vision’s Salesforce Health Check service will help you get the most out of your Salesforce CRM – ensuring it is best optimised for your needs and operational requirements.

Salesforce.org Non Profit Success Pack Partner Purple Vision

Salesforce – NPSP QuickStart

Purple Vision NPSP QuickStart is a fixed-fee service for small charities who want to get started with Salesforce using the Non-Profit Success Pack.

Purple Vision signposting services - technology, digital and Salesforce

Salesforce – Signposting

Our Salesforce Signposting offers advice and guidance on Salesforce options available to charities and non profits – identifying the best apps, integrations and configurations.

Purple Vision signposting services - technology, digital and Salesforce

Technology – Signposting

Technology signposting – access our experience of signposting non-profit technology resources to identify the best technology choices (and integrations) for your charity.