Civi CRM Development
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Civi CRM Development

CiviCRM is an open source Customer Relationship Management (CRM) software. It is known as a 'constituent relationship management solution'. CiviCRM may be installed either as standalone, or along with Drupal and Joomla! Content Management Systems (CMS), or SAAS (Software-As-A-Service). The standalone version is supposed to work along with other CMSs.

CiviCRM is a powerful open source and web-based relationship Management System. Let's have an overlook on the features of this open source CRM software:

  • It allows the user to record and manage information about various people and organizations
  • CiviCRM is more than an address book. It also allows you to track the previous interactions.The information gathered through all your interactions can be collected and collated at one place and can be accessed from almost anywhere.
  • The web-based CiviCRM can be accessed by multiple users at the same time from multiple locations.
  • It supports multilingual environment and translational facilities are available.

The open source free version of CiviCRM can be customized and further programmed according to the specific business need. We at CAT Technologies have developed expertise in providing customized CiviCRM CRM support exclusively designed for your business needs at a very competitive price. Our customized designing of CiviCRM module for your business helps you in many ways.

Main Features of CiviCRM:
Depending on the activities and services your organization is involved with, CiviCRM can provide you with tools for donor management, memberships, event management, email and postal communications, tracking services and reporting. For advocacy, non-profit and non-governmental groups, this often adds measurable value.

There are four main modules, all of which can be freely enabled to extend the core CRM functionality:

CiviContribute:Online fundraising and donor management

• Events View :

CiviContribute is an online fundraising and donor management component which enables you to track and manage contributions to your organization. It also allows you to quickly and easily create customized web pages to accept online donations. CiviContribute creates or updates contact and donation records for all contributions, eliminating data entry time and errors.

CiviEvent: Online event registration and participant tracking

CiviEvent provides integrated online event registration and management for paid and free events. It allows you to quickly and easily create customized web pages to for event registration, and then track participants. CiviEvent creates or updates contact records for all event participants, eliminating data entry time and errors.

CiviMail: Personalized email blasts and newsletters

CiviMail is a robust mass-mailing component which allows you to engage your constituents with personalized, trackable email blasts and newsletters. Target mailings can be targeted at precise groupings within your database. Messages can be personalized using mail-merge tokens. Tracking and reporting are built-in, and bounces and unsubscribe requests are managed automatically.

CiviMember: Online signup and membership management

CiviMember provides flexible membership management for your organization, along with convenient online signup and renewal. You can configure any number of membership types or levels for one or more organizations and/or chapters of an organization, customize membership status and rules, create customized web pages for self-service membership signup and renewal, search and list memberships by date, type, status and contact information including name and address.



Common and Customized Features in Details:
Segmentation Tools:

Use groups, simple and searchable tags, and/or relationships to segment constituents.

Extensive Configurability:
CiviCRM is highly configurable, allowing you, in most cases, to configure it to work with your existing business processes. Unlimited locations, addresses, phone numbers, emails and custom data fields allow most unique needs to be met.

Internationalization & Localization:
CiviCRM can store CRM data in many localized formats and supports most languages, currently including Brazilian Portuguese, German, Polish and Spanish.

Contacts:
Store common nonprofit contact data (individuals, organizations, and households) that support donor management, case management, voter, and advocacy applications.

Relationships:
Understand the relationships between any two contacts with standard (volunteer, employer, head of household) relationships or create your own unique custom relationship types.

Activities:
Record standard activities (phone call, meeting, email) for any contact or create your own custom activities that meet your needs. External software can use the CiviCRM Application Programming Interface (API) to register activities with any contact, providing a comprehensive central repository of CRM information.

Smart Groups:
Create smart groups based on any search criteria or create standard groups that are simply lists of contacts. The membership of a smart group changes automatically according to that moment’s search results.

Custom Data:
Create unlimited custom data fields in virtually any format, including radio buttons, drop-down menus, etc. All custom fields are searchable and can define a smart group.

Support Multi-site Organizations and Networks:
Centrally store data across multiple organizations or web sites

Import and Export Functionality with De-duping:
Import functionality intelligently maps CiviCRM fields to imported data and checks for duplicates based on user-defined criteria.

Website Integration:
CiviCRM is integrated with both Drupal and Joomla/Mambo. Web site registrations automatically become CiviCRM records and individuals can maintain their own CRM record.

Application Programming Interface (API):
CiviCRM offers a fully documented API exposing all major functionality.

Constituents, create or update contact information, etc:
This allows CiviCRM to realistically be a central repository of virtually any nonprofit’s CRM information.

The use of CiviCRM gives you the facilities as follows:

  • Specially developed tool to easily capture information about new and existing contract
  • Management of events: both offline and online
  • Membership drive and fund raiser activities
  • Online booking, publicity, payment system management
  • Automated membership/ service renewal reminder
  • Online signing in and contract or membership renewal process
  • Integration of offline and online membership process management
  • Online marketing; eg. E-mail marketing, social network based marketing, personal campaigning
  • One click finance management system

For more information on CiviCRM Services, please contact us at
infocat@cattechnologies.com

Civi CRM Services