Freedmen Heirs Foundation: From Spreadsheets to One Nonprofit Cloud CRM

Sector: Nonprofit supporting Black farmers  |  Platform: Nonprofit Cloud  |  Integrations: WordPress, Mailchimp  |  Date: November 2025

The challenge

Freedmen Heirs Foundation, focused on supporting Black farmers, had no CRM to track donors, farmers, and project partners. Over 2,000 relationships were tracked manually across Google Sheets, Mailchimp, and Gmail, with no scalable way to manage donors, farmers, and funders in one place.

What we built

CloudSage led a full-cycle Nonprofit Cloud implementation:

  • A custom object model for Farmers, Landowners, Funders, and Partners
  • Migration of contact data from spreadsheets into Salesforce
  • Web-to-lead integration with WordPress
  • A Mailchimp connection for campaign automation
  • Reports and dashboards, plus live training and full documentation

The result

  • A centralized CRM adopted by the core team
  • Improved stakeholder communication and fundraising readiness
  • A foundation for future automation and impact reporting

What’s next

Automation · Impact reporting


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