CiviCRM Features

CiviCRM Features Image - three professionals

CiviCRM is a powerful and versatile CRM system, much like Salesforce.com and SugarCRM, but created and configured specifically for the non-profit market. You can check out the feature list below, and take it for a test drive at 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

Constituents

  • 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.)

Giving and Acknowledgement

  • 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)
  • Easily Create Personal Campaign Pages

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 Had Registered To Attend An Event On The Event Registration Page

Memberships

  • Track Memberships
  • Accept Membership Payments

Grants

  • Track Grant Requests
  • 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...
 
 

 

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