CiviCRM Features
CiviCRM is a powerful and versatile CRM system created and configured specifically for the non-profit market. You can check out the feature list below, and talk to us about taking it for a test drive on our demo site.
System
- Unlimited Custom Data Sets
- Unlimited Custom Data Fields
- Quick Search, Advanced Search, And Advanced Query Builder Capabilities
- Customized Organizational Hierarchy & Access Rights
- Send Individual, Group, Or Bulk Emails
- Extensive Import Capabilities With Duplicate Record Identification
- Customized Data Export To Multiple File Types
- Manage Tasks
Events
- Track Event Participation By Role (Volunteer, Staff, Speaker, Vendor)
- Accept Online Event Registration
- Accept Online Event Payments
- “Tell A Friend” Capabilities For Online Gifts And Event Registration
- Choose To Dynamically Show Or Not Show Who Registered To Attend An Event On Event Registration Page
Grants
- Track Grant Requests
- Accept Membership Payments
Giving & Acknowledgment
- Record Contributions
- Track Matching Gifts (Soft Credits)
- Track Gift Acknowledgements
- Send Automatic Gift Acknowledgements
- Record Pledges
- Track Open Pledges
- Send Automatic Pledge Payment Reminders
- Accept Online Gifts
- Offer Premiums (Gift Incentives)
- Create Personal Campaign Pages
Constiuents
- Unified View For All Constituent Types
- Track All Interactions With Each Constituent
- Track All Activities For Each Constituent
- Segment Constituents By Type, Group, Membership, Or Tag – All Customizable
- Fully Customizable Relationship Tracking Between Constituents (Friend Of, Employee Of, spouse of, brother of, etc.)
Memberships
- Track Memberships
- Accept Membership Payments
Reporting
- Constituent Reports (Detail and Summary)
- Donor Reports (Detail and Summary)
- SYBUNT Report
- LYBUNT Report
- Soft Credit Reports
- Membership Reports (Detail and Summary)
- Event Reports
- Activity Report
- Donation Summary Report
- Top Donors Report
- Pledges Report
Additional Features With Standard Reports
- Ability to select multiple filters on data
- Relative Data Ranges (This Year, This Fiscal Year, This Calendar Year, etc..)
- Save Reports format in .pdf, spreadsheet, .csv and other formats
- Most reports can be saved in table or pie chart form
- Automated Report Delivery – Reports can be delivered by email
- And many more…