Contact Management

Keep Information Organized & Easily Accessible

Create unlimited constituent profile records
Include a constituent profile picture on each record
Notify users of important information regarding the constituent in a scrolling tickler field
Add constituents to a company to keep track of professional relationships
Place constituents in user-defined categories
Include the constituents’ employer and their title for full relationship reporting
Use full name, nickname, maiden name, reporting name, formal salutation or informal salutation for customized communication
Easily add constituents to email lists to be used with email marketing
Track companies by the industry for robust reporting
Export all constituent data directly to Excel
Flexible search & filtering across constituents

Build Robust Relationships between Constituents

All the Communication Tools You Need in Just One-Click

Maintain multiple addresses, phones & emails for each constituent
Store constituents’ social network pages, including their website, blog, Facebook, Twitter & LinkedIn accounts
Personalize your communications using constituent profile details
Send Newsletters/Campaigns via integrated Email Marketing
Request feedback using online Surveys and Polls
Create email lists based on specific profile or gift data
Click on an email address to send an individual email
Easily add a button on your website for constituents to join your email lists
Allow constituents to view previous email campaigns with a Campaign Archive on your website
Track phone calls, emails, events or any other type of interaction with your constituents
Create and assign follow up tasks to others at your organization
View a list of your open follow up tasks
Ability to save mail merge letters as documents to constituent records

Simply Attach, Categorize, Store and Access Unlimited Documents to Any Constituent Record