CiviCRM is an open-source tool for tracking and connecting with your organization’s supporters—donors, prospects, members, event participants, and email subscribers…even volunteers, clients, and grantees. It includes tools for storing and searching for this information, but unlike many tools, it features easy-to-build donation forms, event registration, bulk email, and data collection form built right into your Drupal, Joomla, or WordPress site. (Don’t have one of those content management systems? We can build a new site for you or set up CiviCRM on its own.)
With your website, CiviCRM is hosted online, accessible from anywhere with an internet connection. Open-source software, it’s free to download and install yourself. Why involve us? We bring extensive experience with CiviCRM, and our staff have backgrounds in nonproﬁt fundraising, program management, and advocacy.
We learn about your organization’s operations, data needs, and website status, and we plan an installation that meets your current needs and future possiblities. For most organizations, the cost of hiring CiviCRM professionals is signiﬁcantly less than the lost staff time of tinkering with it yourself or dealing with a system that doesn’t match your work process.
Initial conﬁguration means making decisions about how to store information. Is something an attribute that belongs on a contact’s record, or is it really an activity to be recorded as involving the contact? Through conversation with clients, we solve these problems with our understanding of CiviCRM’s data structure and built-in tools as well as experience with dozens of organizations in similar situations.
Conﬁguration also means integrating your website with the CRM even beyond basic forms. We can set up CiviMail, the integrated bulk email system for CiviCRM. Membership organizations also make use of CiviCRM for restricted member-only content and dynamic member directories that automatically stay up-to-date.
Contact us to begin the conversation about your group’s needs.