Six reasons to use our CRM

The CiviCRM enables us to share information effectively across the network. Here are six reasons how your work can be made easier thanks to the the CRM.
Three people from the healthwatch network smiling.

1. Manage event

  • Event templates
    Create and manage templates to allow you to set up future events quickly and easily.
  • Simple sign-up
    Keep the sign-up process simple with online registration forms and automated confirmation emails for attendees.
  • Manage participants
    Keep track of who has attended your events. You can import data from other systems and export information easily too. 
  • Send reminders
    Send automatic email reminders to your attendees before the event. Make people feel valued with a follow-up thank you email too.

2. Produce reports

  • Evaluate
    There are over 20 pre-built reports to help you evaluate your impact. 
  • Customise
    There are a number of ways you can customise a report to suit your needs. Save your changes as a template so you can easily re-run the report another time. 
  • Automated reports
    Set up reports to be automatically be run and sent via email to a number of recipients.

3. Support your volunteers

  • Recruit
    Keep on track with the status of a volunteers recruitment process by updating their record with DSB checks, references and photography consent on the CRM. 
  • Record
    Capture your volunteer’s preferred hours and interests to save your own time when delegating tasks and managing resource. 
  • Manage
    Help measure the impact your volunteers make by logging and reporting on how many hours your volunteers donate to you and how.

4. Email marketing

  • Design
    Make email marketing quicker and easier by creating templates for your campaigns. Personalise emails through contact details already stored in the CiviCRM. 
  • Evaluate
    Assess your impact by understanding more about how people are interacting with your emails. Keep track of open rates, click through rates and unsubscribes. 
  • A/B Testing
    Test and learn more about what works best by trying different types of content with your chosen audience to see what triggers the best response. 
  • Tailor your emails
    Send email newsletters to different groups of people based on their interests and needs. 
  • Schedule emails
    Set emails up to automatically send at a specific time. Choose a time that they’re most active using the results from your previous campaigns and increase your chance of a good open rate.

5. Manage contacts

  • Record
    Keep a record of the latest communication with your contacts. Event registrations and email marketing is recorded automatically.
  • Manage
    Group, tag and create connections between individual contacts and organisations. 
  • Create
    Make a new mailing list from your contact database and send them your latest news via email or post.
  • Report
    Find out who has received and opened your recent mailings and download them into a report.

6. Project Management

  • Track
    Find out what the latest activity has been on a specific issue and what’s been scheduled next.               
  • Record
    Keep note of when you’ve had a face-to-face meeting or a phone call with an individual. 
  • Assign
    Assign a colleague a task using the CiviCRM to keep the case on track.

Do you have a question?

If you have a question about the CRM just get in touch. 

Get in touch

Need more guidance on using the CRM?

Take a look at the rest of our resources to help you make the most out of your CRM.

Find out more