What is CiviCRM?

• Open source CRM software

• Designed for Non-Profits, Membership and

Advocacy Organizations

• Translated and localised

• Regular NTEN overall grade of A

• Integrated with Drupal, Joomla! and

Wordpress

Key CRM Features

•Manage constituents

•Flexible search capabilities

•Strong reporting

•Highly extensible

•Free and Open Source

Contributions & Memberships

•Confirmations and reminders

•Online / offline donations

•Several payment processors

•Self-service member signup and

renewal

•Tracks member status

Event Management

•Multiple publish locations

•Confirmation and reminders

•Price sets

•Offline tools

Bulk Mail

•High-capacity broadcast email

•Fixed or “smart” groups

•Personalise via mail-merge

•Marketing tracking

Other cool features…

• Tell-a-friend

• Social sharing

• Personal fundraising pages

• CiviMobile

• CiviCase

• CiviGrant

• CiviEngage

Who’s Using CiviCRM

• WikiMedia Foundation

• Amnesty International

• Electronic Frontiers Foundation (Soon EFA)

• Voiceless

• PILCH Victoria

• Greens party of Australia and NZ

• Several branches of Liberal party

• And many more with contact databases from hundreds to

millions…

Evaluating CiviCRM

• Free software… BUT, requires technical skills OR budget

for expert

• Rapidly evolving and changing

• Growing integrator ecosystem

• “Specialized” hosting companies

Do you need a web-based non-profit focused CRM, with

the current feature-set AND integrated with a Content

Management application?

Integrate and Customize

•CiviCRM Profiles and custom data

• Import and Export data

•Custom screen layouts (templating)

•Custom search framework

•Public API's - allow other tools to insert, update and retrieve CRM data

Wrap up

Chris Ward

@chrischinch

chrischinchilla.com

I work for moatmedia.com

Melbourne meetup – www.meetup.com/MelbourneCiviCRM

DEMO TIME…