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
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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 fundraising 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…
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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
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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
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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)
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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 CiviMailonly 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
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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…
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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
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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
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Project Home
 http://civicrm.org
Documentation
 http://documentation.civicrm.org
This Presentation
 http://wiki.civicrm.org/confluence/display/CRM/Presenta
tions
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Community Forum (support and discussion)
 http://forum.civicrm.org
Professional Services
 http://civicrm.org/professional
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Downloads
 http://civicrm.org/download