CiviCRM

Tools to connect, communicate and activate your supporters and constituents.

CiviCRM is web-based, open source software that allows you to record and manage information about your members, clients, volunteers, activists, donors, staff, and vendors.

Unlike most other CRM software, CiviCRM was designed from the ground up for non-profits, membership and advocacy organizations. Rather than trying to adapt to a commercial sales-force automation model, CiviCRM gives you familiar terms and concepts. CiviCRM is freely downloadable without licensing fees – making it an affordable and cost eective solution compared to most proprietary vendor offerings.

CiviCRM integrates directly with popular open source Content Management Systems - Drupal and Joomla!. Registration and visitor interactions are logged directly into the system – making CiviCRM the obvious choice for organizations who want to engage and activate their communities.

 

Contact Manager

 

Is your organization’s contact information scattered across multiple databases, spreadsheets, and rolodexes? With CiviCRM you can manage all your contact data, and track correspondence, conversations, relationships and more from one easily accessible web-based system.

  • Quick and easy web-based installation.
  • Configure (no programming needed) Unlimited addresses, phone numbers, emails and custom data fields allow most unique needs to be met.
  • Flexible data import intelligently maps CiviCRM elds to imported data and checks for duplicates based on user-dened criteria.
  • Organize User groups, saved searches, tags, and/or relationships to segment and communicate with constituents.
  • Create relationships like volunteer, employer, head of household between contacts. You can also define and describe your own relationship information.
  • Record activities like phone calls, meetings, and emails. You can also define and track other types of activities or interactions specic to your organization's needs.
  • Manage Access permissions to view and/or edit groups of contacts, types of data and specific workflows.

CiviCRM 2.0 provides signicant code and schema changes to improve performance and scalability. Other highlights include:

Campaign Widgets

Now your supporters can promote your fund-raising campaigns by adding a flash widget to any web page. The widgets provide a real-time display of current contribution results along with a direct link to the contribution page.

Tell A Friend

Make it easy for contributors and event participants to spread the word to their network by passing along their personal comments and links to your campaign pages. Friends are automatically added to your database and "recruiting" activities are credited to the senders.

Custom Searches

Developers with a bit of PHP and SQL knowledge can create new search forms to handle specific search and reporting needs.

Online fundraising and donor management

Track and manage contributions to your organization. Quickly and easily create customized web pages to accept online donations. Integration with your contact manager means that contact records are created or updated automatically when contributions are made.

  • Define your own contribution types for the different contributions your organization receives: in-kind, cash, and volunteer time, for example.
  • Add custom fields to track extra information about a contribution or contributor (for example, specic information required by the FEC for campaign contributions).
  • Create as many different Online Contribution pages as you need - for different campaigns, chapters, etc.
  • Automatically generate receipts, and track thank-you notes.
  • Easily import and export contribution data to/from accounting packages.
  • Search for contributions by type, amount, date, etc.
  • Offer a selection of premiums (thank-you gifts) to your contributors.
  • View past contributions when viewing any contact record.

Online signup and membership management

Flexible membership management for your organization, along with convenient online signup and renewal.

  • Configure any number of membership types or levels for one or more organizations and/or chapters of an organization.
  • Customize membership statuses and rules.
  • Create customized web pages for self-service membership signup and renewal.
  • Search and list memberships by date, type, status, contact info including name and address.
  • Automatically update membership statuses and send renewal notices.

Online event registration and participant tracking

Integrated online event registration and management for paid and free events. Create customized web pages for event registration, and then track participants.

  • Define your own event types.
  • Add custom fields to track extra information about a participant (for example, meal preferences, special needs, etc.).
  • Create as many different Event Information and Registration pages as you need.
  • Automatically generate registration conrmations /receipts.
  • Easily import and export participant data to/from other systems.
  • Search for participants by event, event type, participant role, etc.
  • Allow users to export events as iCal files and configure online calendar applications to "subscribe" to iCal feeds of your public events.

Personalized email blasts and newsletters

High-capacity mass-mailing component allows you to engage your constituents with personalized email blasts and newsletters.

  • Target mailings by including or excluding any number of CiviCRM group(s), or previous mailing recipients.
  • Personalize your messages using mail-merge tokens.
  • Track when recipients open your message.
  • Track click-throughs.
  • Manage bounces and unsubscribe requests.