CRM Solution

Primary CRM Features

CRM 4.0 Customizable dashboard

Manage Contacts

create new contacts via Web forms or via manual intake
de-dupe contacts
edit contacts
manage household relationships (eg: spouses)
manage affiliations (eg:employer/employee relationships)
create groups of contacts (for access and mailing list purposes)
create criteria-based 'smart groups'
access holistic contact records showing contact information, contributions, activities, notes

Manage Membership

create multiple membership levels for multiple organizations and/or chapters
customize membership statuses and rules
create multiple custom online membership forms for self-service sign-up and renewal
create access to site content based on membershipcreate membership-specific e-mail subscription groups
search and list memberships by date, type, status, contact infocreate automatically renewing memberships
automatically send membership renewal reminders

Communicate

import existing mailing lists (attaching to special interest 'groups')
collect subscriber information via Web-based form, create contacts, attach to special interest 'groups'
collect primary and alternate mailing addresses (and e-mail addresses)
update multiple mailing lists via criteria-generated 'smart groups' (eg: all donors over $500 in D.C.)
personalize mailings (with contact salutations and other custom fields)
auto-create addressee/mailing name and salutations (for thank you e-mails, letters)
override auto-created addressee or mailing name on physical mailings
fulfill mailings
automatically manage multiple mailing bounces, unsubscribes
report on success of mailings opens, click-throughs
create multiple mailing templates
tell a friend feature

Manage Events

define event types eg: meeting, conference
create & collect custom events data fields eg: meal preference
register event participants as presenters, volunteers, attendees
create multiple events pages
create multiple events pages
create Google Map of event location
create multiple events registration forms
accept registrations
offer additional ancillary events and products (free or additional cost) during event registration
create waiting lists
option to require administrator approval (moderated event registration)
self-service registration of multiple participants
tell-a-friend about the event and social network sharing (Twitter, Facebook, Google +)
schedule and automatically send event reminders and event follow-up communicationsaccept online payment
automatically generate e-mail receipt
allow participants to export events as iCal files
allow attendees to configure online apps w/ iCal feeds
generate event attendees lists
search for participants by event, type, role etc.report on success of events
archive events

Volunteers

Advocates

Grantors

identify grantors
tag & search grantors
record grants as pledges
allow grantor to make online payments (if applicable)
automatically notify grantor re: pledge payment due and outstanding balance of their pledge

Grantees

create grantees as organizational contacts
tag contacts as grantees
allow grantees to manage organizational profiles
allow grantees to submit letters of inquiries
allow grantees to submit full proposalscreate workflow for evaluating and managing grants
Pledges accept pledgescredit contributions towards pledgesautomatically notify pledge-maker re: pledge payment due and outstanding balance of their pledge

Contributions