Contact Managment

“We were so tired of tracking our constituents across multiple systems. The reality is that we weren’t connecting the dots. Knowing which events our top donors had attended was almost impossible; ascertaining whether or not our volunteers were also donors was difficult; determining which email our current members were opening was a mystery. CiviCRM allows us to tie these data points together and to take appropriate action.”
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One Record

Because CiviCRM is integrated with bulk email, online contributions, event registrations, membership management, and more, transactions are automatically recorded on each contact record and are available for reporting and action.

Record Interactions Automatically

Because CiviCRM is integrated with bulk email, online contributions, event registrations, membership management, and more, transactions are automatically recorded on each contact record and are available for reporting and action.

Track & Nurture Relationships

Linking contacts through relationships, groups, and tags, you can identify, track, and act on the web of connections between your constituents and your organization.

Features

  • A practically unlimited number of custom fields allows users to track whatever data they need to identify and report on
  • Detailed communication preferences lets you interact with your constituents in the way they are most comfortable with
  • Custom activity types let you specify interactions that are unique to your organization or group
  • Importing and exporting contact information is easy and flexible
  • Multiple address, email, and phone number fields let you reach your people wherever they are