Agentforce for Nonprofit
The Zenyus Fundraising Agent works inside your Salesforce. It spots the donors ready to give, writes the ask in your voice, and keeps every record clean - so your team spends its day on relationships, not admin.
What it does
Two things quietly decide whether a campaign lands: talking to the right person, and saying the right thing. The agent works on both, inside the system your team already uses.
Who to ask
Ranked, explainable and scoped to what each person is allowed to see.
Every morning the agent looks across your portfolio and puts the warmest relationships at the top - with the signals that earned each spot, in plain words.
Opt-outs, do-not-solicit and deceased records never enter a list. The rule lives in the data, not in a filter someone might forget.
"Who should I call this week?" gets an answer with reasons. If it's unsure, it asks - and it says when it simply doesn't know.
Spots loyal recurring donors with room to grow, suggests a comfortable new amount, and holds back anyone who recently said not yet.
Flags brand-new donors drifting away early, then recommends the second-gift nudge and the channel to use.
Instead of mailing the whole lapsed file, you get the donors most likely to come back - and a segment you can act on in one click.
Researchers can open any score, see what drove it, and override it with a reason that sticks - and stays reportable.
Actions use a sensible default timeline, then stretch when you ask. Say "last two years" or "this quarter" and the agent scopes the work to that window - no fixed range locked in.
What to say
Campaign-specific drafts from record facts, reviewed by a human, logged for the whole team.
Campaign-specific messages and emails, drafted from real giving history and your brand voice. Always editable, never auto-sent.
A gift lands, the right acknowledgement is drafted - including tribute and memorial gifts, which get their own careful path.
Approved messages sit on the donor record, linked to the gift, with draft-versus-sent status clear to everyone.
Generate a donor meeting brief with giving history, recurring commitments, designations, logged activity, talking points, and open questions - drawn from that donor's past records, tasks and email messages in Salesforce.
How it works
Built and deployed by Zenyus - Australia's CTA-led Salesforce partner for mission-driven organisations.
Secure connection to the CRM you already use. No migration, no new system for your team to learn.
It learns your programmes, tone and giving rules in a short onboarding - then drafts like your best fundraiser.
You stay in control: review the queue each morning, hit approve, and let the agent handle the follow-through.
Why it matters
“Capacity shouldn't be the reason a donor never hears from you again.”
Zenyus - eliminating capacity as a barrier to impact.
Not just the handful your team had time for.
Reallocated from data entry to donor conversations.
Clean data means confident board conversations.
Book a demo
A 30-minute walkthrough with our CTA-led team. We will show you the first three asks the agent would draft for your organisation.
No obligation. No data leaves your Salesforce.
Related acceleratorAFNP Fundraising AcceleratorGuided Salesforce fundraising build - live in 4-16 weeks