LiquidScoreTM - Target your audience and improve direct response ROI with this simple yet accurate wealth score that's included in the CRM product. Payment Services and e-Commerce Store - Manage all of your organization’s online transaction processing needs, including all forms of online giving and e-commerce. Forms - Create highly flexible and customizable contact, donation and registration forms to collect pertinent data on your constituents. Households - Group individuals into households with aggregated profile and financial information. Addresses - Manage multiple sets of custom addresses for each constituent. Set dates indicating when an address is effective to ensure your communications get delivered. Salutations - Select from 30 standard salutations or create custom salutations to ensure appropriate personalized greetings in your communications. Financials - Record all online and offline purchases and gifts, both single and recurring. Pledges can be managed to track individual giving periods, schedules, and amounts. Track soft credits to recognize those who helped bring in the pledge. Interactions - Centrally record your constituents' online and offline activities. Define custom activity types. Enter notes about interactions and manage tasks associated with that constituent. Relationships - Identify relationships between constituents such as church member/congregant and track relationship dates and details. Advanced Query Tool - Use the simple Search feature for common fields like Last Name, or an Advanced Query Tool (available with Kintera CRM only) which allows you to build and save complex queries built against any field. Segmentation - Use simple folders to create and save segments and mailing lists based on profile, behavioral, and other data categories. Constituents are added to segments while you edit their record, when they submit forms, or when they meet criteria you define. Custom Profile Fields - Create and organize custom fields for constituent records. Capture standard and custom profile data through customized online and offline forms. |
