Case Study: Cleaning For A Reason streamlines pledge management and boosts efficiency with Click & Pledge

Cleaning For A Reason streamlines 1,200 monthly pledges with Click & Pledge

Cleaning for a Reason, a nonprofit providing free house cleaning to women with cancer, faced a significant challenge in efficiently managing the recurring pledges from its 1,200 cleaning service partners. With a small staff, their disconnected systems for payment processing, CRM, and accounting required manual data entry, making operations incredibly time-consuming. They turned to vendor Click & Pledge and its payment platform integrated with Salesforce to streamline this process.

By implementing Click & Pledge's solution, all transactions were automatically created in Salesforce and synced to QuickBooks, drastically reducing the staff time needed to process 1,200 monthly pledges. The integration provided immediate notifications for declined charges, allowing for timely donor follow-up. While exact figures were not tracked, the time savings were described as huge, enabling the small staff to reallocate their efforts to patient inquiries and partner support instead of manual data entry. Click & Pledge provided an affordable and flexible solution that increased overall efficiency for the nonprofit.

Cleaning For A Reason