Crankstart

Transforming $250M in Grants With Salesforce

About the Charity

Crankstart is a private foundation based in the San Francisco Bay Area, dedicated to creating meaningful change through strategic grant making. Focused on bolstering the foundations of a just society - by supporting nonprofits across education, economic mobility, housing security, the arts, and beyond - Crankstart distributes over $250 million in grants annually, guided by a small, highly dedicated team.

Building the Foundation for Smarter Grant Making

As Crankstart scaled rapidly from a small operation to one of the most active private foundations in the US, they needed a grants management system that could keep pace. Passion Fruit Partners stepped in to help Crankstart unlock the full potential of their Salesforce implementation, transforming it from a system with untapped potential into a reliable, single source of truth for all grant making operations. The result is a team that can move faster and do more with less.

Pain Points

No Single Source of Truth

Grant data was spread across multiple systems, making it difficult to access reliable, consistent information quickly.

Manual Processes Slowing the Team Down

Without automation, even routine tasks required multiple steps, consuming time that a lean team could not afford to lose.

Rapid Growth Outpacing Systems

A fast-growing grant portfolio and expanding team needed a technology infrastructure that could match the pace.

"We really needed to get to one single source of truth for grant data. We just couldn't move on operationally until we had that."
Eli Bildner
VP of Operations and New Ventures, Crankstart Foundation

The Challenges

Crankstart wanted Salesforce to enable their team to provide operational excellence across grantmaking and had the following pain points:

01

Scaling Operations Without Scaling Headcount

  • Crankstart grew from a very small team to 15 people, with grant distributions scaling dramatically in parallel.
  • With only one full-time in-house grants management professional, the team needed technology to multiply their capacity.
  • The foundation needed a system that could handle significant grant volume without requiring a large administrative staff.

02

Building a Reliable Single Source of Truth

  • Grant data existed across multiple systems, creating inconsistencies that made reporting and decision-making more difficult than it needed to be.
  • The team needed one reliable, centralized platform where all grant data could live and be trusted.
  • Without a unified system, processes had to remain manual and were more susceptible to human error.

03

Unlocking the Full Power of Salesforce

  • Crankstart had Salesforce in place but needed a partner who could help them build it into a truly robust grants management platform.
  • Key functionality, including automations, a grantee portal, and clean data migration, still needed to be built out.
  • The team needed a partner who would take the time to understand their specific needs rather than offer a one-size-fits-all solution.

04

Freeing Up Leadership to Focus on Mission

  • With a lean team where every person wears multiple hats, time spent on administrative tasks directly took away from programmatic and strategic work.
  • Senior staff needed to be able to trust that systems and processes were running smoothly without constant oversight.

05

Moving at the Speed the Mission Demanded

  • Crankstart needed to make progress quickly, with a long list of system improvements required to reach operational excellence.
  • The team wanted a vendor partner who was fast, thoughtful, and genuinely aligned with their goals.

"It's night and day from anyone we've worked with before." Eli Bildner, VP of Operations and New Ventures, Crankstart Foundation

The Solution

Passion Fruit Partners worked closely with Crankstart to build Salesforce into a powerful, reliable foundation for all grant making operations. Taking a thoughtful, phased approach, the team focused first on securing the fundamentals and then on accelerating toward operational excellence.

01

Establishing a Rock-Solid Foundation

  • Cleaned and migrated data to ensure Salesforce could serve as a single, trusted source of truth for all grant activity.
  • Updated contact records and grant making taxonomy to ensure data consistency across the platform.
  • Built automations to automatically close out grants once all requirements and payments had been completed, removing a significant manual burden from the team.
  • Improved the DocuSign integration to streamline document workflows end to end.

    "There's zero pretentiousness with Passion Fruit, very easygoing, very approachable, very earnest. Everyone clearly wants us to succeed and wants to help."

02

Building Smart Automations That Save Time Every Day and Completing the Grantee Portal

  • Replaced a multi-step manual email notification process with a single-click flow. Staff now select the notification they want, preview it, and send, reducing a five-step process to one or two.

  • Built out functionality that enables the team to move faster on routine tasks, freeing up capacity for higher-value work.

  • Created standardized workflows that reduce the risk of human error and increase consistency across the team.
  • Completed the migration of all active grantees into a fully functioning grantee portal, giving both staff and grantees a seamless, professional experience.
  • Established a connected journey from application through to grant completion within a single system.



"Justin is fast, thorough, thoughtful, and considered in how we approach problems. He's able to shift seamlessly between the ‘doing mode’ of just building stuff that works well and the tactical mode of really thinking about how to implement things."

03

A Partnership Built on Trust and Deep Understanding

  • Passion Fruit Partners took the time to understand Crankstart's specific context and needs, pushing back thoughtfully when needed and presenting multiple options rather than defaulting to a single approach.

  • The team operates as a genuine extension of Crankstart's staff, fast, thorough, and trusted to make good decisions independently.

Provided honest, nuanced guidance on technical decisions, including around Salesforce packages and long-term platform strategy.

"He'll push back a little bit and say, 'Sure we could do that, but I think the problem you're trying to solve is this. Here are three other ways we could potentially solve it.' He presents options and then says let's talk about it."

Impact

$300M
Around $300M In annual grant distributions now supported by one unified system
1
15-person team managing significant grant volume with confidence and efficiency on one system
50%
Routine tasks that previously took four or five steps now take just one or two, reducing manual time by 50-80%

The partnership between Crankstart Foundation and Passion Fruit Partners has transformed how the organization operates. By building a reliable single source of truth, introducing smart automations, and completing key platform functionality, the team can now focus on what matters most, deploying capital to causes that make a difference. With a lean, highly capable team and a system they can truly trust, Crankstart is well positioned to grow its impact further.

01

Increased Efficiency and Time Savings

  • Multi-step manual processes have been replaced with single-click automations, saving meaningful time across every grant cycle.

  • Staff no longer need to manually author, populate, and send notification emails. The system handles it instantly.

  • Grants automatically close out once all requirements are met, eliminating a recurring administrative task entirely.

"There are so many examples of things that took four or five steps before that now take one or two." Eli Bildner, Crankstart Foundation

02

A Team That Can Focus on Mission

  • Leadership can now delegate operational tasks with confidence, freeing up time for programmatic and strategic priorities.

  • The Passion Fruit Partners team functions as a trusted extension of Crankstart's own staff, reducing the mental load on a lean team.

  • Senior staff are no longer pulled into operational details and can focus on the work that drives the most impact.

"The biggest time saving has really just come from trust and confidence. That little piece of brain power you're using to think about that body of work, you can just devote it to something else." Eli Bildner, Crankstart Foundation

03

Velocity That Exceeded Expectations

  • Crankstart set out to complete a portion of their planned system improvements by mid-year. Passion Fruit Partners helped them move through far more than anticipated.

  • Fast, efficient delivery means the team is already looking ahead to the next phase of what Salesforce can do for them.

  • The fair hourly rate combined with the speed of delivery means every hour invested delivers exceptional value.

"I expected to get through maybe half of what I thought we needed to build by mid-year. We've just raced through a lot of what I thought would take much, much longer." Eli Bildner, Crankstart Foundation

04

Confidence in Data and Decision Making

  • Crankstart now has one reliable system of record for all grant data, enabling faster and more confident decisions.

  • Clean, consistent data means reporting is more accurate and less reliant on manual reconciliation.

  • The team can access the information they need, when they need it, without friction.

05

A Partner Who Genuinely Cares

  • Every member of the Passion Fruit Partners team has shown a genuine commitment to Crankstart's success, from account management through to day-to-day delivery.

  • The relationship is collaborative, human, and free of unnecessary complexity, which Eli describes as a rare thing in vendor partnerships.

"It feels like having someone you really trust who feels like an extension of the team, even though they're doing 30 to 35 hours of work a month with you. It's just a game-changer. I truly have nothing negative to say. They're exceptional."
Eli Bildner
VP of Operations and New Ventures, Crankstart Foundation
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