It’s a new year and we’ve made some big changes. Check out Apsona’s all-new pricing bundles for your organization!
It’s a new year and we’ve made some big changes. Check out Apsona’s all-new pricing bundles for your organization!
Apsona for Education
Apsona empowers education institutions, from K-12 to Higher Ed and Advancement to transform Salesforce into a single source of truth for all student, donor, and operational data.
Where has Apsona been all my life!? Came from a Raiser's Edge world, and found myself SO. FRUSTRATED. with reporting in SF. Apsona allows the kind of ad-hoc reporting I find indispensable, plus the mass updates that I need to do, merge for acknowledgment letters -- can't believe I functioned for 7 months without it. We are too big for donated licenses, but still operate on a (relative) shoestring. This is a must-have. I'm so glad I got approval to buy it.
Simple, Reliable, Effective are just the beginning. A lot of my clients are nonprofits and in most cases data loading, mass updating and reports come up during the projects. When these discussions arise, Apsona is at the top of the list of my recommendations. It is such a versatile tool to handle all of this and more. The simple interface is easy to use. I always seem to get the data in a reliable method. And it is a VERY effective tool. Apsona to the rescue!
The one SF app I recommend to everyone. SF reporting leaves ALOT to be desired. The ability to join multiple objects quickly is critical for our usage. Their support team is wonderful, and very quick on responding to any and all questions (even when they are issues of our own making). Can not recommend this product enough.
I have been working with Apsona a lot over the last few weeks. I have found that in many circumstances…it is the only way I have to get to certain things. I like that I can save the report and use it over and over again. I have also found that if I want to mass update a field on one object, yet filter by fields in many objects…this is the only way. Thank you!!
Create sophisticated reports across multiple objects like Students, Applications, Courses, and Giving.
Automatically generate personalized documents like donor receipts, gift acknowledgments, transcripts, and welcome letters using Salesforce data.
Maintain clean, accurate records by easily identifying and merging duplicate student, alumni, or donor records with Dedupe & Match.
Set data reports, SLA dashboards, and custom merge actions (like daily gift receipting) on autopilot using Scheduler.
View and update data from multiple objects in a single, easy-to-use grid interface, saving hours of manual updates.
Apsona is HECVAT compliant, reinforcing our commitment to data protection, privacy, and security standards for education.
Apsona integrates seamlessly across all major functional areas, turning your Salesforce instance into a true operational nerve center for the entire educational lifecycle.
Admissions and Recruiting
Academic Operations
Student Services
Continuing Education
Advancement: Fundraising and Constituent Engagement
Communications, Marketing and Engagement
Athletics and Ticketing
| Bundle | Includes | Best For |
Essentials | Apsona for Salesforce, Multi-Step Reporting, Grids, Document & Email Merge, Dedupe & Match, Dashboards | Advancement teams and smaller institutions focused on data quality and core reporting. |
| Advanced | Everything in Essentials plus Scheduler, Report Automation, Quick Start Templates | Mid-sized universities automating receipting, SLA tracking, and complex multi-object reports. |
| Premium | Everything in Advanced plus Workflow Customization, Cross-Org Reporting, Integration Support | Large university systems scaling data management across multiple campuses or foundations |
With advanced reporting, automation, and data accuracy tools, Apsona helps your teams make accurate, timely, and impactful decisions without complex coding.
How Apsona Supports Every Role Across Your Organization
| Persona | User Story | Apsona Solution |
| Director of Advancement | I need a real-time, consolidated report of alumni giving, engagement, and event attendance. | Multi-Step Reporting + Dashboards |
| Admissions Officer | I need to ensure no prospective student has duplicate records from different inquiry sources before we import application data | Dedupe & Match + Data Imports |
| Registrar / Program Manager | I need to generate official student transcripts for external users or mass-generate course completion certificates. | Multi-Step Reports + Scheduler |
| IT/Salesforce Admin | I need an efficient way to mass update fields across hundreds of student records without tedious data loader manipulation. | Grids + Mass Data Updates |
| Finance / Gift Processing | I want to automate the daily generation and distribution of personalized donor receipts directly from closed opportunities. | Document & Email Merge + Scheduler |
Visit our AppExchange listing to install Apsona for Salesforce.
Configure your custom objects via Apsona’s Configuration Manager.
Automate your report delivery, gift receipting, and transcript generation workflows.
Scale your data quality and insights across departments as your institution grows.
Simplify data management, automate reporting, and accelerate student and donor success
—all within Salesforce..
Apsona is trusted by a diverse range of educational institutions to manage their most critical data and processes.
Higher Education & Advancement:
Streamline gift processing, track utilization, and generate personalized donor acknowledgment letters.
K-12 & School Systems:
Manage student data, generate reports on enrollment and attendance, and automate data cleanup.
University Foundations:
Consolidate data for complex reports on fundraising campaigns, donor engagement, and financial reconciliation.
Professional/Alumni Societies:
Manage member data, generate multi-object reports on member affiliations, and personalize communication.
Admissions & Student Life:
Track application status, easily dedupe student records from multiple sources, and generate official student documents like transcripts and acceptance letters.