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Contact Management
Contact Management
Keep Information Organized & Easily Accessible
- Create unlimited constituent profile records
- Easily keep track of any constituent’s past gifts, documents, event attendance, volunteer time, memberships, survey/form responses and more
- Place constituents in user-defined categories and email lists
- Flexible search & filtering across constituents
- Make notes on a constituent’s record for future reference and schedule follow-ups automatically
- Notify users of important information regarding the constituent in a scrolling tickler field
- Add constituents to a family or household
- Include a constituent’s employer and job title for full relationship reporting
- Tag anonymous donors for public reporting
- Track companies by industry for robust reporting
- Export all constituent data directly to Excel
Build Robust Relationships between Constituents
- Create automatic relationships between Employer & Employees
- Quickly establish user-defined relationship types
- Categorize relationships between family, business or any other description
- Hyperlink directly to related profiles
- Easily see who works at a certain company
All the Communication Tools You Need in Just One Click
- Maintain multiple addresses, phones & emails for each constituent
- Store constituents’ social network pages, including their website, blog, Facebook, Twitter & LinkedIn accounts
- Personalize your communications using constituent profile details
- Send Newsletters/Campaigns via integrated Email Marketing
- Request feedback using online Surveys and Polls
- Create email lists based on specific profile or gift data
- Click on an email address to send an individual email
- Easily add a button on your website for constituents to join your email lists
- Allow constituents to view previous email campaigns with a Campaign Archive on your website
- Track phone calls, emails, events or any other type of interaction with your constituents
- Create and assign follow up tasks to others in your organization
- View a list of your open follow up tasks
- Save mail merge letters as documents to constituents records
Simply Attach, Categorize, Store and Access Unlimited Documents to Any Constituent Record
- Attach unlimited documents to constituent records
- Add tags to each document for easy searching
- Categorize documents with user-defined categories
- Create hyperlinks to documents stored online
- Export lists to Excel that contain hyperlinks to the documents stored