Data Systems Designed for the Future of Nonprofits and Grantmakers

Unlock Your Data, Make Waves

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Changing the World Is Complicated

But managing your Salesforce CRM doesn’t have to be.

Salesforce logo on a Laptop screen

Let’s all agree, we are done with:

  • Clunky Salesforce workflows that slow down your team
  • A never-ending cycle of Salesforce updates and investments that fail to deliver
  • Rigid systems that can’t keep up with your evolving work

There’s an otter way—a Purple Otter to be precise. We are nonprofit data infrastructure experts (say that 10 times fast) specializing in Salesforce. We see data not just as information, but as the engine that drives smarter decisions, bolder strategies, and lasting impact. We’re your partner in digital transformation—designing smart systems now that won’t fail you later.

Start Your Salesforce Journey

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Solve Your Data Challenges

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Drive Digital Transformation

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Our Core Technologies

Salesforce.org Nonprofit Cloud
Salesforce Nonprofits
Salesforce Experience Cloud
Marketing Cloud Account Engagement
Salesforce DataCloud
Engaging Networks
MuleSoft
formstack
FormAssembly
GuideStar by Candid

Wearing All the Hats? We’ll Take a Few.

Whether you’re a nonprofit leader or a grant manager, we know you have a lot on your plate. We’re here to help.

For Nonprofits

  • Grow digital capacity in fundraising and marketing
  • Build personalized relationships at scale
  • Scale program delivery through digital transformation
  • Streamline fundraising operations
  • Streamline data
  • Increase internal capacity
  • Integrated and effective digital systems
Learn More

For Grantmakers

  • Deliver excellent service to applicants and grantees
  • Maintain high compliance standards
  • Hit funding deadlines and milestones
  • Create meaningful connections with hard-working grantees
  • Iterate and improve digital processes
  • Harness the power of your data for greater impact
Learn More

Your BFF in Digital Transformation

Wrangling your data—and a CRM like Salesforce—can feel like swimming upstream. We get it. It’s even harder to find a partner who is as invested in the success of your mission as you are. And the truth is, who you choose can be the difference between a successful, transformative system or a stymied, ill-fitting implementation.

That’s where Purple Otter comes in. We’re in it for the long swim, building partnerships that last. Together, we’ll navigate the digital currents, co-create smart solutions, and spark ongoing innovation that keeps your mission moving forward. Not just keeping pace with change, but making waves.

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Trusted By:

Oxfam America
Wilderness Committee
Global Refuge
Human Rights Watch
Habitat For Humanity Waterloo Region
Tides
Habitat For Humanity GTA
Oxfam Canada
Omidyar Network
BGC Canada
Earth Island
National Catholic Reporter

How Otterly Kind

    “Purple Otter has become our primary technical asset in developing our fundraising strategy and maintaining our Salesforce ecosystem.”

    “An extremely knowledgeable Salesforce partner: there was never an adjustment or tweak that couldn’t be done to help our system work for us.”

    “Went above and beyond the scope of their contract – they simply cared that our team was successful and did everything they could to ensure it.”

    “The absolute ideal partner for us to build out a new Salesforce NPSP instance and integrations.”

    “Purple Otter excels at being highly adaptable, present, and involved in the solutions they support.”

    “From the very first meeting, they became a part of the team.”

Otter Capabilities

  • Grantmaking (GMS) design and implementation: Outbound Funds, Nonprofit Cloud
  • Grantee portal design and implementation
  • Fundraising CRM design and implementation: NPSP, Nonprofit Cloud
  • Email and SMS marketing integration
  • Online fundraising integration
  • Donor portal design and implementation
  • Canadian CRA-compliant tax receipts
  • Enterprise integration (iPaaS): Mulesoft, Boomi
Our Process
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Catch the Current

Dive In

Whether you’re ready to engage or simply want to know more, reach out via phone or email.

Suit Up

If it’s the right fit, we’ll get right to work on building your roadmap to success.

Go Deep

Increase your impact and reach your goals with the support of a smart Salesforce implementation.

Meet Purple Otter

Purple Otter exists to help nonprofits and grantmakers successfully navigate the complexities of Salesforce. We’re not just Salesforce consultants; we’re seasoned experts with strong nonprofit and grantmaking backgrounds – and a deep desire to help. 

We’re committed to genuine collaboration, smart design, and long-term partnerships. We’re here for you and always ready to dive in.

Meet Our Team
Another Happy Client

Insights From Our Experts 

Otter Thoughts

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Resources from Purple Otter

On The Blog

Omidyar Network

Omidyar Network is a philanthropic investment firm focused on building fairer, more inclusive societies. Founded by Pierre and Pam Omidyar, it backs bold ideas, organizations, and leaders driving change in

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The Case for Thoughtful Tech Adoption

Successful tech adoption isn’t just about the latest tools—it’s about strategy. With a user-centered approach, organizations can turn tech into real impact.

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Shifting from Projects to Products: Rethinking Your Tech Stack Approach

Is your tech stack stuck in project mode? It’s time to shift gears. Find out how treating technology as a product—not a project—unlocks digital maturity.

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