Base CRM system

This entails giving your organization the ability to a) manage its members and other relationships and b) manage contributions and other receivables.

The Constituent Relationship Management (CRM) system provides a powerful suite of tools that allows you to record and manage information about your various constituents including members, volunteers, activists, donors, employees, clients, vendors and so on. You may track and execute donations, transactions, conversations, events or any type of correspondence with each constituent and store it all in one, easily accessible and manageable place.

MEMBER MANAGEMENT

This aspect of the system will allow you to store information about individuals, organizations and households and your interactions with them. We will configure all relevant membership types and levels, and we will define membership statuses and rules.

We will create customized web pages for self service membership sign up and renewal. You may search and list memberships by date, type, status, and contact information. You may associate contacts with one or more groups and apply any number of tags for sorting purposes.

CONTRIBUTIONS MANAGEMENT

This aspect of the system will allow you to track and manage contributions to your organization. We will define custom contribution types for the different contributions your organization receives (e.g. cash, volunteer time) and any extra fields to track extra information about a contribution or contributor.

You will be able to create as many online contribution pages as you need, and we will help seed the initial pages for the different campaigns and chapters. You may automatically generate receipts and track thank you notes. You may view past contributions when viewing any contact record. We will set up necessary exports to your relevant external accounting package.
 

Extended CRM system

This entails giving your organization the ability to a) manage events and offer event registration and b) communicate with your constituents via personalized e-mail blasts and newsletters.

EVENT MANAGEMENT

This aspect of the system will allow you to create, manage and track events and event-related activities. You may manage event attendees and specify certain roles for participants. You can offer online event registration for some or all events, and collect payments from registrants if desired. You can specify multiple registration options and their associated fees, and events can integrate with Contributions Management as well (e.g. Annual Dinner Fee).

PERSONALIZED E-MAIL CAMPAIGNS

This aspect of the system allows you to engage your constituents with personalized email blasts and newsletters. You may target mailings by including or excluding any number of groups or previous mailing recipients, and you may personalize your messages using mail merge tokens. You may track when recipients open your message, track click-throughs, and manage bounces and unsubscribe requests.