Supporter admin
Add or edit supporter details, obviously the usual name and address, but also preferences, interests, relationships, other addresses and much more
You choose how you use it, what you use it for and who can use it. It can be a simple data capture tool or an all-encompassing CRM, on a par with leading systems costing ten times as much.
So why pay for functions and processes you don’t use?
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The first thing you see after logging in is a comprehensive dashboard giving you real time usage and performance statistics.
This sets the scene
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You do not need to be a techie nerd to find your way around, you don’t need a lengthy and expensive training course to get up and running. Nine times out of ten you will be productive within a couple of hours, the tenth person may need an extra 30 minutes.
Once implemented and fully operational you have full control. You do not need to come to us for anything, but if you do want to raise a query or need some help, a simple to use ticket service ensures your query is quickly resolved.
Your admin level users can manage everything: set up new campaigns or appeals, manage your users, your email contents and recipients, create a new form or new fields – everything.
Add or edit supporter details, obviously the usual name and address, but also preferences, interests, relationships, other addresses and much more
Needless to say all types included: direct debit, cards, cash, standing orders, pledges, etc, etc. All with the sort of reporting and reconciliations you would expect. (Have to point out though, that direct debits and cards may be optional extras, depending on your needs)
Whatever you want to extract, someone has already asked for it and we thought that’s a good idea – so now available for everyone.
If your extract is unique to you, then create it yourself. Easy to use query builder at your fingertipse
Set up any number of letter templates and send your supporter a personalised letter and record the fact you have sent it.
Assign or segment your supporters into groups. Now you know who the best ones are
Doesn’t matter how hard you try, pesky duplicates crop up. No problem, just merge them into one
Upload your files, reports and data. A secure and safe way to share and distribute information amongst your fellow users