What is CRM
What is CRM? CRM (Contact Relationship Management) at it's most basic level is a system used to manage interactions with contacts. However with the development of technology, CRM systems can offer sophisticated ways to collect and manage data to enable organisations to ultimately operate more efficiently.
CiviCRM is an open source web-based CRM platform, which has been designed specifically for the not for profit sector. It is a fully integrated and powerful database which offers complex solutions to the wide range of organisations working within the voluntary, community and social enterprise (VCSE) sector. To find out more about what CiviCRM can do for your organisation, scroll down the page.
The software is not static, it is continually evolving in response to needs from users. The GMCVO Database team are part of a well-connected and supportive community of associates, who contribute to the developments. There are a number of events that take place across the country where providers, developers and users get together to helps and support one another. If you are interested in attending any of these events, sign up to our mailing list and we will keep you updated.
The basic software is supported by a number of modules designed to fulfil the requirements of the diverse range of activities undertaken by voluntary sector organisations. This means that you can build your database to suit your own organisation’s needs, nothing more, nothing less.
What CiviCRM can do
Performance Information
Demonstrate your impact, improve funding potential, identify areas for improvement and help stay focused.
Email Campaigns
Monitor delivery, open rates, click throughs and bounces of emails to help measure success
Events Management
Create online registrations, collect online payment and track attendees
Case Management
Track and manage interactions with people, develop your own processes and timeframes
Donation Management
Understand and build relationships with your donors. Facilitate secure online donations.
Volunteer Management
Record, track, understand and communicate with volunteers
Membership Tracking
Manage and communicate with your members. Enable online subscriptions.
Grant Management
Manage and analyse multiple grant programmes and see who you've awarded funds to
Record Work
Track project work, help improve efficiency, monitor your impact and document outcomes
Track Clients
Record client and beneficiary activity, help monitor your impact and document outcomes
Integrated Modules
Make information about clients, projects, events and membership easier to track
User Access Levels
Allow users to only access the modules they need, protecting confidentiality at all times
Organise Contacts
Facilitate targeted marketing and communication by creating types and groups for all your contacts
Centralised Data
One database for all your needs. Eliminates duplication of data and saves time
Website Integration
All online activity goes straight into your database (eg registration/subscription, donations, enquiries etc)
Export Data
Manipulate and use your data in any way that you want
Create Maps
See a geographical representation of organisations and/or people you work with
Open Source
Flexible and cost effective, customise fields as and when you need them. No expensive licence fees