Contact Management

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

  • Create automatic relationships between Employer & Employees
  • Quickly establish user-defined relationships types
  • Categorize relationships between family, business or any other description
  • Hyperlink directly to related profiles
  • Easily see who you know that works at a certain company

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

  • Add tags to each document for easy searching
  • Categorize documents with user-defined categories
  • Create hyperlinks to documents stored online
  • Export lists to Excel that contain hyperlinks to the documents stored

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