CiviCRM - an introduction
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CiviCRM is an open source constituent relationship management system designed for non-profits and organizations to manage contacts, track interactions and activities, process donations and memberships, and send bulk emails. It has over 500,000 downloads and 5,000 active installations worldwide. While the software is free, additional costs may include implementation, customization, hosting, training and support.
CiviCRM - an introduction
- 1. CiviCRM - an introduction
- 2. What is CiviCRM? Constituent Relationship Management Designed for non-profits and third sector orgs Easy to use web-based software Tightly integrated with Drupal/Joomla! CMS Extensible through additional modules Actively developed project (3 releases/yr) Open source (licence free)
- 3. Key Features Import / easily add contacts Organize contacts into groups Define and store custom data on all records Track interactions Manage events Manage memberships Manage campaigns and donations High-capacity broadcast email
- 4. More Features Flexible search and reporting capabilities Powerful de-duplication Manage Grants Manage Cases Map constituent locations Track all payments and export to accounts
- 5. Community 500,000+ total downloads since 2006 5,000+ active installations Many users and developers in UK Community forums 12,000+ members Avg 75+ posts / week-day Developers and users contribute: improvements documentation bug fixes UK meet ups (6 per year)
- 6. Who’s using it? Amnesty International New York Senate Socialist Party of Murcia Wikimedia Foundation Green Party of England and Wales >20 Councils for Voluntary Service Charity Technology Exchange Dyslexia Action 5,000 others
- 7. Choosing CiviCRM Flexible “ We were small and new at this, we wanted to be able to have our systems adapt” “ Customizable if we need it to be” Supported “ 3-4 significant releases per year” “ Incredibly responsive development and user community” Features “ Has the basic features we need, can allow us to manage donors & fundraising” Cost “ Would rather spend our $$ on customizations, not license fees Reviews Solid A’s for user satisfaction in NTEN data ecosystem report
- 8. Customer Service & Support Support contracts available through providers UK training: details on civicrm.org Extensive online documentation CiviCRM forums : extremely helpful Books: both free and paid for Arrange bespoke training through providers User groups: details on civicrm.org
- 9. Likely Costs CiviCRM is FREE Open Source Software No user licence fees but you might pay for Consultancy (typically ~ £500/day) Implementation & data import (typically £5k - £15k) Training and Support (£200/day training) Additional custom features Hosting (typically <£75/mo) System maintenance Backup regime Additional security e.g. SSL cert
- 10. Thank you
- 12. Technical Standards compliant HTML PHP/MySQL with Smarty templates Supports modern browsers but works on IE6 Import from CSV, XML, JSON or SQL Export to CSV Can host on Apache, IIS, nginx, lighttpd etc. Full API access - PHP, REST, AJAX or Smarty