Idealist Consulting

Portland, Oregon, United States

Empowering nonprofits with CRM, data, and AI solutions

Idealist Consulting specializes in providing technology solutions to empower nonprofits. Founded in 2006, the agency is committed to helping organizations grow their impact through innovative use of technology. With a focus on Salesforce implementation, data and AI services, and managed services, Idealist Consulting partners with nonprofits to streamline operations and enhance their mission-driven work.

The agency offers a range of services including CRM integration, data readiness, and AI capabilities within Salesforce. Their approach involves unifying data across platforms, ensuring data readiness for AI tools, and developing long-term data strategies. Idealist Consulting also provides training and support to equip nonprofit teams with the skills needed for sustainable data management.

Idealist Consulting has supported over 800 nonprofits and completed more than 2000 projects across 99+ countries. Their work includes partnerships with organizations like BRAC and the Statue of Liberty-Ellis Island Foundation, demonstrating their ability to deliver impactful solutions on a global scale.

20
YEARS IN BUSINESS
7
SERVICES

Capabilities

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Team size
51-200 people
Founded
2006 (20 years)

Directory hubs

Browse the wider directory Idealist Consulting is listed in.