Contact Management

Contact Management

Keep Information Organized & Easily Accessible

Create unlimited constituent profile records
Easily keep track of any constituent’s past gifts, documents, event attendance, volunteer time, memberships, survey/form responses and more
Place constituents in user-defined categories and email lists
Flexible search & filtering across constituents
Make notes on a constituent’s record for future reference and schedule follow-ups automatically
Notify users of important information regarding the constituent in a scrolling tickler field
Add constituents to a family or household
Include a constituent’s employer and job title for full relationship reporting
Tag anonymous donors for public reporting
Track companies by industry for robust reporting
Export all constituent data directly to Excel

Build Robust Relationships between Constituents

All the Communication Tools You Need in Just One Click

Maintain multiple addresses, phones & emails for each constituent
Store constituents’ social network pages, including their website, blog, Facebook, Twitter & LinkedIn accounts
Personalize your communications using constituent profile details
Send Newsletters/Campaigns via integrated Email Marketing
Request feedback using online Surveys and Polls
Create email lists based on specific profile or gift data
Click on an email address to send an individual email
Easily add a button on your website for constituents to join your email lists
Allow constituents to view previous email campaigns with a Campaign Archive on your website
Track phone calls, emails, events or any other type of interaction with your constituents
Create and assign follow up tasks to others in your organization
View a list of your open follow up tasks
Save mail merge letters as documents to constituents records