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Contact Manager-CRM PDF Print E-mail

An essential part of a non profit organization is to manage the key contacts that are instrumental in the growth and maintenance of that organization. Over time, these contacts are the core strength of that organization. Unfortunately, this information is often not categorized or managed properly, which leads to key information missing when there is a major transformation in the organization like personnel or management changes.   The goal of this application is to keep track of all contact information in an online application that can be used from anywhere there is internet access. No longer fear knowledge being lost, this is knowledge management at its most basic, but essential level.
 
Features Include:

  •   Contact Management
  •   Account Management
  •   Track Opportunities
  •   Historical Analysis
  •   Forecast Donor Cycles
  •   Centralized Task Management
  •   Microsoft Outlook Integration

    Day in the Life of a User

    A user of this application must be able to understand how to use it and extract information easily. Our system has clear tabs that label exactly what you are trying to do. Keep track of key contact information like addresses, phone numbers and email addresses. Also start offering true customer relationship management (CRM) by keeping track of problems that occur, the resolutions, follow up on phone calls, appointments and meetings that need to happen.  All of this and much more all in a simple web based application.  To view key features of the user experience please click here to view demo.

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