Six reasons to use our CRM

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.