Constituent Management
Build Strong Relationships and Manage Constituents Your Way
No Two Organizations Think Alike in How They Manage Constituent Relationships
No two organizations are exactly alike, so you need flexibility to configure and customize the way you track and manage your constituents in the system.
And with the many data sources and systems you are juggling, seeing as much as you can in one place provides you with the power to see the big picture.
You’ll find individuals, households, organizations, tiered relationship hierarchies, notes, ticklers, demographics, attachments, memberships, custom codes and classifications, gift summaries, automated acknowledgements, the easy addition of custom fields, and everything else you’d expect in a sophisticated CRM without compromising the unique way you define and manage your constituents.
Wouldn’t it be nice to have a CRM that thinks the way you do because it provides you with the flexibility to configure it to your needs?
Constituent Management
- Robust search and query tools to find your constituent groups.
- Create customizable lists of constituent populations.
- Extensive contact history, including all contact results.
- Add notes, reminder ticklers, comments, & file attachments to any record.
- Automated membership logic and assignments.
- Client-specific gift summaries.
- Record emails to constituents without logging in.
- Add user-defined fields to any record.
- Unlimited relationship links between accounts.
- Unlimited data storage for all account-level information.
- Full auditing of all database changes by date and user.
- Integration with demographic compilers, congressional district providers, and prospect research tools to augment constituent profiles.
Do More When Your System Supports Your Relationship Ambitions
“My current system is a black box that requires me to go back to the vendor or our implementation partner to create new fields, attributes or upload new data that has become important to our mission.”
We hear that a lot from prospective clients, and we think it is a tragedy that severely impacts your organizational success
Revolution CRM offers great flexibility in creating new fields to track critical data you might have just started to collect from new sources that didn’t even exist when you implemented the system.
Move away from a system that hems you in and embrace the power of flexibility.
