Manage Employee, Member, Donor, Customer, and Volunteer access to the information they need.
Any number of authenticated community areas may be created. These areas provide quick and easy access to the information needed for those who need it. After logging in, the users will see the specific information made available to them. With the security settings for each user, you will be able to individually manage read-only, update, and other content management priviledges.
Define Your Organizational Structure and Allow Our Platform to Tailor Accordingly
In order for our platform to understand how to best serve your business or non-profit, it collects information about how you are structured and adapts to that structure.
- Locations: For organizations with multiple locations, our Organization Manager allows you to define all locations for use through our platform.
- Boards & Committees: Define your boards and committees for use within the Relationship Manager and online collaboration tools.
- Departments: Define departments for fast generation of department web pages and staff mapping.
- Staff Members: Add your staff members for the creation of a company directory and to define them in our Relationship Manager.
Complete Feature List of our Organization Management Tools
Mapping your data within our Organization Manager is the first step to tailoring our platform to best suite your needs. Experience of the power of a completely integrated and customized set of tools for business and non-profit use.
- Unlimited Locations: Add your complete location details for the automatic generation of location directory.
- Unlimited Boards & Committees: Map your board and committee members to the right teams for mass communication and collaboration.
- Unlimited Departments: Automatically generate a department directory with individual department pages on your website.
- Unlimited Staff Members: Automatically generate a staff directory for placement on your website or intranet.
Add Social Interaction Right Within Your Website
Publish directories of people profiles, add a collection of interactive live chatrooms to your pages, and create your very own social network for online discussions through one unified interface. Everything integrates with your website systems, allowing you to create a vibrant community for your website visitors to explore.
- Social Network: Install an entire social network, complete with profiles, online discussions, and unlimited categories of friending.
- Directories: Publish directories of profiles from your saved people searches. Show profile pictures, bios, contact links and more.
- Live Chat: Enabled instant live chat on your website! Create unlimited chatrooms with unlimited participants and moderation controls.
Complete Feature List of our Online Community Management Tools
No need to use third-party tools - you get the complete suite of tools to enable your online community to live on your website.
- Fast Installation: All features of our community manager can literally be installed in minutes!
- Complete Social Network: Host a social network centered on conversations. Unlimited discussions.
- Social Profiles: Visitors can create online profiles, upload their photos, and friend other visitors.
- Unlimited Networks: Social networks are built around topics, and we give you unlimited topics!
- Dynamic Directories: Add people to your database and publish them to any page you want from a saved search.
- Fast Installation, Multiple Options: Customize your directories and publish them to any page in minutes.
- Easy Chatroom Creation: It takes just seconds to create a Java-based chatroom with unlimited participants.
- Multiple Chatroom Options: Create a directory of chatrooms or install individual chatrooms to any page.
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.