A Comprehensive CRM Solution for Customer Relationship Management and Communication
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.
Complete Feature List of our Relationship Management Tools
Experience the power of having all of your clients, customers, donors, members, partners, and other relationships with one, easy-to-access database with built-in mass communication
capability and full-featured relationship management tools.
One Database: Consolidate all of your spreadsheets and databases into database with categorization and segmentation.
Multiple Entry Methods: Add new relationships manually, through our import feature, or through the website.
Syncronized Across Platform: All applications that require registration and collect data syncronize with the Relationship Manager.
Easily Search People Data: Just choose the search criteria and click SEARCH. Save your searches or export the results at any time.
Use Saved Searches: Once you save a search, it can be used for exporting, publishing directories, sending mass comunication, and more.
Send Mass Communication: Add HTML, text, SMS, and voicemail (via MP3 upload) and click send to start a mass notification campaign.
Group Structure: Multilevel group structure for setting up tiered groups and enabling custom searches.
Memberships/Subscriptions: Controls website access restrictions, e-mail subscriptions, and drip marketing through memberships.
Autoresponder Chains: Set up a chain of autoresponders to be sent from the date a subscription to a membership is created.
Gather Custom Information: Add additional data fields to capture additional data in each relationship profile.
Upload, Set, and Import: CSV files can be uploaded to the system, mapped to our fields, and imported within minutes.
Person Profiles: We gather dozens of information fields per relationship including contact, access, and personal information.
Profile Photos: Upload and manage profile photos for individual relationship profiles
Biographical Info: Add text and HTML-based biographical information for individual relationship profiles.
Organizational Positions: Indicate inclusion and role in the organizational structure of your company or non-profit.
Profile Categorization: One-click inclusion and removal from categories.
Group Participation: One-click inclusion and removal from groups.
Membership Subscriptions: Easily add and remove individual profile subscriptions from memberships.
Conversations: Track and participate in tracked conversations with individual relationship profiles through your own branded messaging system.
Accounting: Access invoices, recurring billing, and payment information for profiles.
Recurring Billing: Setup and manage recurring billing plans for individual profiles.
Notes: Store unlimited note entries per relationship profile.
Projects: Setup projects and tasks with assignments to system users.
Student Records: Manage Learning Manager student records within a relationship profile.
