Manage all of your customers, donors, and relationships through our feature-packed CRM solution.
We've added all the bells and whistles you need to maintain one database with multiple views and the ability to communicate via e-mail, text messaging,
and even voice!
- People Search: Search your database by dozens of criteria, including custom categories, subscriptions, organizational data, and more.
- Saved Searches: Access saved searches to speed up searching your database, export data, publish directories, and modify existing searches.
- Communication: Schedule and send communication campaigns. Add HTML, text, SMS/text messages, and MP3 voice messages for power-packed campaigns!
- Groups: Structure groups in order to classify your people data into group participants.
- Categories: Create custom categories for segmenting your people data into logical groupings.
- Memberships: Create memberships and subscriptions for controlling access to your website as well as setting up autoresponder sequences.
- Custom Fields: Add additional custom fields for your organization's use.
- Data Import: Upload CSV files and add new profiles to your CRM, or simply send updates with e-mail addresses matching existing entries.
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