Transcript Groundwork CRM

Growing and sustaining relationships
Easy to use
Intuitive
Streamlined
Coordinated
“We like their user interface,
one of the best we’ve seen
for non-profit CRM
applications anywhere.”
CRM Idol 2011
Integrated
Fantastic website integration:
Drupal
• Accept Donations
• Automate Memberships
Joomla!
• Allow Event Registrations
• Get Newsletter Signups
WordPress
• Run Polls and Surveys
Unified Data
Fundraising
Email marketing
Event management
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Membership automation
Activity tracking / case management
Great Reporting
Includes >20 common report templates
Fully customisable
Regular email options
Display in dashboard
Pies/Bars/Lists
Export to CSV/PDF
Role based access control
Open and Free
Free as in kittens
Free as in freedom!
Freedom to customise
Freedom to take it all away
No vendor lock-ins
Your data - your code
Who’s using CiviCRM?
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are needed to s ee this pic ture.
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Well Reviewed
“CiviCRM … users
“The ecology is now mature
were also much
happier with their enough to support virtually
any size customer.”
overall data
David Geilhufe 2010
ecosystem” NTEN Report 2011
“Because they truly have a purpose
beyond an ordinary business, they’ve
built one of the best applications in
their class.” CRM Idol 2011
Supported
Great free documentation
Strong community collaboration
Regular training sessions
Backed up by Professionals
Ask for a demo