Introduction to CiviCRM

Constituent Relationship Management

for the Civic Sector

Agenda

What is CiviCRM? Key CRM Features Components: Contributions, Event and

Membership Management, Broadcast Email Who’s Using It Evaluating CiviCRM for Your

Organization Installation Tips Integration with Other Tools Resources

What is CiviCRM? Web-based, open source, internationalized CRM

software Designed for Non-Profits, Membership and Advocacy

Organizations Project of Social Source Foundation (501c3) and

CiviCRM LLC Open source (free) software supported by a community

of users, developers and technology providers Integrated with Drupal and Joomla! Content

Management Systems (CMS’s) - OR runs standalone Internationalized

translated into Polish, Spanish, Dutch, German, French, Portuguese, Japanese…

Localised date, address, currency display…

Key CRM Features Record and manage information about your

members, clients, volunteers, activists, donors, staff, affiliates, branches and vendors.

Define custom fields specific to your needs Organize constituents into groups Flexible search capabilities Track interactions such as meetings, phone

calls, emails, and define custom interaction types.

Map constituent locations Collect constituent info and expose selected

info to the “public” or “members” via CMS integration

Contributions & Membership Management CiviContribute

Configurable online contribution pages Automatic receipting Premiums Track online and offline contributions Plugins for PayPal, Authorize.net and others

CiviMember Configurable self-service member signup and

renewal Tracks member status based on your

organization’s membership categories, periods and “rules”.

Event Management

Configure event info Publish event info to iCal or RSS Online event registration with auto

receipting and confirmation Price sets for complex event pricing Offline registrations: import participant lists Attendance sheets: export participant lists

Broadcast Email

CiviMail High-capacity broadcast email Integrated with CRM

Mailing lists are fixed or “smart” groups Personalize via mail-merge with contact info History of mailings and responses tracked

for each contact Tracks opens, click-thrus , and

forwarding Subscribe, unsubscribe and bounce-

handling

New Features (v2.0) Tell-a-friend - make it easy for donors, event participants

and members spread the word. Campaign widget - supporters can promote your fund-

raising campaigns by adding a widget displaying real-time results to their own web pages.

Pay-by-check options for online contributions, membership signup and event registration

Case management (phase 1) - organize interactions with clients by case

CiviGrant - input and track grants to organizations, individuals or households

Custom search framework - search and display data “your way”

Who’s Using CiviCRM? Non-profits of all shapes and sizes…

Local arts organizations and clubs Regional environmental organizations Foundations Museums NPO tech providers Public interest lobbying groups and political parties National and global membership associations and

advocacy organizations …

Who’s Using CiviCRM?

Who’s Using CiviCRM

Who’s Using CiviCRM

Bioneers Community Partners Canadian and New Zealand Green

Party Kabissa (African NGO portal) QuestBridge University of Michigan Museum of

Art

Vibrant Community - Viral Growth 75,000+ total downloads (12,000 for 1.9 release) Community forums

2,000+ members 14,000+ posts

Over 100 individuals and consultants have participated in the design and development of CiviCRM

Google Summer of Code Projects Organizations like U.S. Public Interest Research Group and

MySociety (PledgeBank.com) are sponsoring new features 3rd party module integration - Organic Groups, Ubercart, Ninjitsu

Newsletter…

Future developments…

Multiple languages in a single site (GSOC) Improved support for large hierarchical

organizations (USPIRG) PledgeBank for CiviCRM (MySociety) Expanded Case Management features

(tentative)

…

Evaluating CiviCRM for Your Organization Free software… BUT, requires technical skills OR

budget for consultant to install, configure and maintain

Rapidly evolving in response to active user and developer community - top ratings in recent NTEN CRM survey

Growing integrator ecosystem. Some will host too. http://civicrm.org/professional

“Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-only service (CiviSMTP)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 - CMS integration Registration and input forms “Public” search and listings pages

Import and Export data Custom screen layouts (templating) Custom search framework Public API's - allow other tools

to insert, update and retrieve CRM data

New for v3.1…

Contact subtypes HTML system emails (receipts etc.) Personal dashboard Theme-able markup for front-end pages Merge from search results / contact edit

Coming in v3.2

Move to trash / undelete Performance optimizations CiviCase Phase 3 Tagging for activities and cases Custom data for Addresses Look and feel renovation / theme-ablity

Resources Project Home

http://civicrm.org Documentation

http://documentation.civicrm.org This Presentation

http://wiki.civicrm.org/confluence/display/CRM/Presentations

Community Forum (support and discussion) http://forum.civicrm.org

Professional Services http://civicrm.org/professional

Downloads http://civicrm.org/download