Greenleaf Advancement

What Greenleaf Advancement does

Greenleaf Advancement, founded in 2005 and based in Guilford, Connecticut, operates a managed SaaS platform called Greenleaf ONE that combines the open-source CiviCRM constituent relationship management system with the WordPress content management system into a single, fully hosted nonprofit operating system. The platform delivers integrated modules for contact management, fundraising, event management, membership management, bulk email, grant management, peer-to-peer fundraising, case management, and campaign analytics, layered with vertical-specific extensions such as the Land Trust Resource Management System (parcel/trail mapping) and the Pet Management Suite (adoption workflows with canine medical records).

The firm serves nine nonprofit verticals — membership organizations, religious congregations, professional associations, education foundations, pet adoption and rescue groups, arts organizations, local food charities, land trusts, and friends-of-parks groups — addressing the common pain point of fragmented systems (Eventbrite, Network for Good, MailChimp, spreadsheets) by consolidating them into one workflow-driven platform. Go-to-market is product-led and self-serve via direct website signup with three monthly subscription tiers ($150 Essential, $225 Professional, $375 Enterprise), supplemented by inside-sales and migration services for enterprise and custom needs. Revenue mechanics are dominated by recurring subscriptions plus project-based professional services for website design, Drupal/Joomla/Pawlytics migrations, and custom workflow development.

Greenleaf operates with a five-person team (Managing Partner, CTO, Web Weaver, Client Success, Code Master), holds CiviCRM Sustaining and Contributor Empowering partner badges, and has been a CiviAcademy first sponsor since 2025. The company is bootstrapped with no disclosed external funding and shows active product development through 2023-2025, including CiviCRM 6 adoption, the Greenleaf ONE client portal, and a privacy-focused shift to Plausible Analytics.

Name

Greenleaf Advancement

Legal name

Greenleaf Advancement

Website

https://greenleafadvancement.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Greenleaf Advancement provides nonprofits with a managed SaaS platform (Greenleaf ONE) integrating CiviCRM and WordPress for fundraising, events, membership, bulk email, grants, and case management. A five-person firm serving nine nonprofit verticals via self-serve subscriptions and professional services.

Ownership category

akta.pro rank

Product category

Nonprofit CRM and Website Platform

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Environment, Conservation and Wildlife Organizations (813312)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industry

Urban & Community Reforestation / Street Tree Planting (AFAMACAL)

Keywords

• Nonprofit CRM software
• Integrated website platform
• CiviCRM hosting
• WordPress nonprofit solutions
• Managed nonprofit technology

Headquarters

HQ city

Guilford

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription - Essential Tier: Monthly subscription at $150 for small to medium sized organizations. Includes integrated website and CRM, unlimited contribution pages, event management, membership management, bulk email (10,000/month), managed hosting, security monitoring, backups, and tech support.
2. SaaS Subscription - Professional Tier: Monthly subscription at $225 for medium sized organizations with higher website and CRM traffic. Includes all Essential features plus higher bulk email allotments (25,000/month).
3. SaaS Subscription - Enterprise Tier: Monthly subscription at $375 for large organizations with high capacity needs and operational complexities. Includes all features plus 50,000/month bulk email.
4. Professional Services: Website design services, custom development, and hourly-rate modifications beyond included support. Training services for staff on platform usage.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Greenleaf Advancement sells Greenleaf ONE, a fully managed, integrated nonprofit CRM and website platform that combines CiviCRM and WordPress into one system. The platform includes modules for contact management, fundraising, event management, membership management, case management, bulk email, grant management, peer-to-peer fundraising, campaigns, and privacy-focused analytics, bundled with managed hosting, tech support, and training videos for nonprofit organizations.

Product overview

Greenleaf Advancement offers Greenleaf ONE, a unified nonprofit CRM and website platform that combines CiviCRM and WordPress into one fully managed, integrated system. The platform includes core modules for Contact Management, Fundraising, Event Management, Member Management, Case Management, Bulk Email, Grant Management, Peer-to-Peer Fundraising, Campaigns, and Intuitive Analytics. Additional capabilities include a Page Builder (YooTheme) for website design, comprehensive Hosting and Tech Support services, Training Videos with CiviAcademy access, System Migrations from various platforms, Custom Workflow creation, DNS Management, and Google Workspace Support. The Land Trust Resource Management extension provides specialized functionality for tracking parcels, preserves, and trails. Pricing tiers include Essential ($150/month), Professional ($225/month), and Enterprise ($375/month).

Differentiator

Problem solved

Functional benefit

Brands

• Greenleaf ONE: A fully integrated website-CRM platform combining CiviCRM and WordPress for nonprofit organizations.

Products and services

• Greenleaf ONE Platform A fully managed, integrated nonprofit CRM and website system that combines CiviCRM (open source CRM) and WordPress (CMS) into one platform with modules for contact management, fundraising, event management, membership management, bulk email, grant management, peer-to-peer fundraising, case management, campaigns, and analytics. Sold as a monthly subscription to nonprofit organizations.
• Managed Hosting Service Fully managed hosting service including infrastructure management, DNS and email support, ongoing performance checks, security monitoring, twice-daily backups, and seamless extension management, bundled with Greenleaf ONE subscriptions.
• Tech Support Service Support delivered via ticket system with free support for bugs/errors and teaching how to use platform features. Includes access to ONE Dashboard with tutorial videos and tech support, bundled with Greenleaf ONE subscriptions.
• Website Design Service Professional site design services helping clients create a unified look and feel with a focus on legible, navigable, and clean design, combined with the YooTheme drag-and-drop page builder integrated into Greenleaf ONE.
• System Migration Service Migration services moving client data, content, and configurations from Drupal, Joomla, Squarespace, CiviCRM Spark, WordPress/Divi, Network for Good, and Pawlytics into the Greenleaf ONE platform.
• Custom Workflow Development Service Custom workflow creation services for specific nonprofit use cases including pet adoptions, thanksgiving meal nominations and deliveries, grant applications and management, and calls for artists.
• Training Videos Service

Quantifiable outcome

• Migrated 900+ content items (300 blog entries, 600 events, 40 pages, 15 years of constituent data) from Drupal to WordPress in a few months for Friends of Old Croton Aqueduct
• +2 more outcomes

Named customers12 records

Segments9 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature9 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• CiviCRMcoreTechnology or IntegrationCiviCRM is the open source CRM platform underlying Greenleaf ONE. Greenleaf is a CiviCRM Partner with Sustaining and Contributor Empowering badges. They sponsor CiviAcademy to provide training videos to clients.
• WordPresscoreTechnology or IntegrationWordPress is the CMS platform underlying Greenleaf ONE. It is the world's most popular CMS with drag-and-drop page builder (YooTheme Pro), unlimited posts/pages/users, and custom fields/post types support.
• YooThemecoreTechnology or IntegrationYooTheme Pro is the page builder integrated into Greenleaf ONE, providing drag-and-drop website building with elements, templates, and dynamic content display capabilities.
• Elastic EmailcoreTechnology or IntegrationElastic Email provides professional-grade email delivery servers for Greenleaf ONE's bulk email functionality, ensuring high delivery rates for mass communications.
• StripecoreTechnology or IntegrationPayment processor option for processing donations, memberships, and event registrations. Clients can choose Stripe, Authorize.net, or iATS based on their needs.
• Authorize.netcoreTechnology or IntegrationPayment processor option for processing donations, memberships, and event registrations.
• iATScoreTechnology or IntegrationPayment processor option for processing donations, memberships, and event registrations, with specialized services for nonprofit organizations.
• CiviAcademyminorStrategic or Co-development PartnerFirst sponsor of CiviAcademy, a video training service from CiviCRM Core Team. Greenleaf provides clients free access to approximately 30+ training videos on their client portal.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DonorPerfect: Long-standing donor management and fundraising CRM targeting small to mid-sized nonprofits. Comparable customer base and feature set (donations, events, memberships) to Greenleaf ONE.
• CiviCRM: The open-source nonprofit CRM that Greenleaf ONE is built on top of. While Greenleaf is a CiviCRM Partner, CiviCRM itself can be self-hosted directly, making it the closest functional alternative to Greenleaf's hosted offering.
• Bloomerang: Donor management and fundraising CRM purpose-built for small to mid-sized nonprofits. Competes with Greenleaf for the same membership/donation management use cases among SMB nonprofits.
• NeonCRM: All-in-one CRM built for nonprofits covering donations, memberships, events, and volunteer management. Direct competitor to Greenleaf ONE in the integrated nonprofit CRM category.
• Little Green Light: Donor management software aimed at small nonprofits, covering donations, events, memberships, and communications. Comparable target customer and pricing tier to Greenleaf's Essential plan.
• Kindful: Donor management and fundraising platform for nonprofits, with integrations to common tools. Comparable in customer profile to Greenleaf ONE's nonprofit verticals.

Emerging players

• Givebutter: Modern nonprofit fundraising and CRM platform covering donations, events, peer-to-peer campaigns, and email. A growing competitor overlapping with several Greenleaf modules but younger and more fundraising-focused.

Broad incumbents

• Salesforce.org Nonprofit Cloud: Enterprise nonprofit CRM offering from Salesforce. Competes in the same nonprofit CRM space but targets larger organizations with deeper pockets than Greenleaf's SMB focus.
• Bonterra (Network for Good / GiveFund): Suite of nonprofit software products including Network for Good donor management and online giving tools. A broader incumbent that Greenleaf positions against in the SMB nonprofit fundraising segment.

Others

• WP Engine (WordPress hosting): Managed WordPress hosting provider adjacent to Greenleaf's hosting layer. While not a CRM competitor, it represents an alternative infrastructure choice for nonprofits considering self-hosted WordPress + CiviCRM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/greenleaf_adv

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greenleaf Advancement