Case Study: Cleaning for a Reason achieves streamlined recurring pledge processing and significant time savings with Click & Pledge

Nonprofit Simplifies Pledge Management, Increases Efficiency By Using Click & Pledge And Salesforce

Cleaning For A Reason is a nonprofit that coordinates free house cleanings for cancer patients through a network of about 1,200 partner cleaning services. Faced with the time-consuming task of managing 1,200 monthly partner pledges plus individual donations, corporate sponsorships and e-store sales, the organization was juggling multiple databases and manual entry across payment processing, accounting and CRM systems. To simplify and streamline recurring pledge management, Cleaning For A Reason adopted Click & Pledge alongside Salesforce (with transactions synced to QuickBooks).

Click & Pledge integrated directly with Salesforce to auto-create transactions and sync with QuickBooks, making it far easier to manage recurring pledges and track declined charges in real time. The solution drastically reduced the staff time required to process 1,200 monthly pledges, improved reporting and donor follow-up (so expired or lost cards are updated quickly), and freed staff to respond to program inquiries and better support partner services. Cleaning For A Reason also values Click & Pledge’s affordability and is planning to use Click & Pledge’s Connect platform to grow individual donations.

Cleaning For A Reason

Lynn Frankenfield

Executive Director