CiviCRM Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond

Access pre-built and custom reports and dashboards

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications

Ability to plan and organize multiple events within the platform

Set up connections to third-party platforms to improve business processes

Active reporting of data and metrics

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Designed for events that occur online

Integrates with common CRM databases.

Offers real-time analytics to track supporter engagement and report on ROI, supporter discovery, and action benchmarks.

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Process of creating a new event

User experience of registering for an event

Ease of use in processing attendee payments

Check attendees into events and sessions using a mobile device

Register attendees and sell tickets on-site

Real-time registration over the web

Make a list and register visitors

Make a list and register visitors

Utilize the same app for multiple events

Register a group/batch of attendees

Real-time registration over the web

Online registration for events

Online registration for classes

Allow users to buy and sell tickets online, register for events, and collect buyer information

Grants the users access to all events for one season

Electronically collect payments for goods or services

Design and manage a dedicated event website

Automate email communications with attendees

Design and customize email communications

Organize and manage contact list of attendees

Advertise and promote event using social media integrations

Tools for capture and follow-up of leads generated during an event

Curating an intentional list of prospective guests as per relative interests to achieve specific goals.

Track, store, and access client contracts or licenses

Create, update, and manage bookings, itineraries, and reservations

Built-in website builder or integration with third-party site

Process of managing, tracking, and communicating with individuals who are registered to attend an event

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Design, communicate, and distribute incentives to perform a specific action

Schedule and manage the logistics of activities and other gatherings

Record, update and manage waiting lists

Automate workflows and trigger campaigns based on customer actions

Create, manage, and print wearable badges

Allow customers/users to submit support queries and service requests

Create and administer polls and surveys

Track products that are for sale at a reduced price or part of coupon promotions

Oversee the process of issuing refunds

Store, manage and track all forms in a centralized location

Track and manage schedules and meetings via an integrated calendar

Includes all operations and activities associated with a physical space or location that is used for hosting events

Searchable repository of information about clients

Manage attendance for classes, shifts, meetings, or events

Managing service requests, incidents, IT issues & support with a ticketing system

Track employee schedules, availability, and performance across projects and tasks

Tools or directories to select and manage a site or venue for an event

Tools or directories to select vendors and suppliers for an event

Organize hotel blocks and transportation arrangements for attendees

Manage staff resources and communications

Tools for tracking event expenses and budgets

Plan and organize event sessions and schedule

Manage abstracts and proposals for event speakers

Manage exhibitors or sponsors at an event

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Create, manage, and print wearable badges

Manage the process of planning and scheduling meetings, including agenda creation

Built-in website builder or integration with third-party site

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Track products that are for sale at a reduced price or part of coupon promotions

Create and administer polls and surveys

Raise funds via sponsors and grants

Process of managing, tracking, and communicating with individuals who are registered to attend an event

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Includes all operations and activities associated with a physical space or location that is used for hosting events

Access event or meeting agenda online

Discover speakers and manage their details, booking and time.

Book and manage rooms at an event

Manage volunteer information and direct volunteer resources

Track and manage schedules and meetings via an integrated calendar

Scheduling capabilities for employees to view shift-times and employers to schedule staff accordingly

Plan an event's time and location

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Allow customers/users to submit support queries and service requests

Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation

Manage attendance for classes, shifts, meetings, or events

Organize and track the physical movement of goods from one location to another

Ability for attendees to customize and access a schedule or agenda for an event

Ability for attendees to access floor plans and maps of an event venue

Tools for attendees to post to social media during an event

Tools to enable networking for attendees during an event

Tools for gathering feedback from attendees during and after an event

Utilize the same app for multiple events

Set up connections to third-party platforms to improve business processes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts.

Profiles for each donor including contact information, interaction history, and giving history.

View donor contribution history, track how much money have been raised over time and measure progress

Establish measurable goals and objectives and track their progress over a specific period of time

Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.

Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics.

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

The ability to plan and execute fundraising campaigns based around specific goals.

The ability to accept donations online via a website, social media, or mobile device.

Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval.

The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk.

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Allows businesses to create and manage auctions.

Track commitments to donate in the future

Store, manage and track all forms in a centralized location

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Tools that help educational institutions or fundraising organizations connect with alumni

Manage volunteer information and direct volunteer resources

Ability to match gifts through the system

Monitor application statuses, proposals and award funds

Database of members to track personal information of individuals and families

Built-in website builder or integration with third-party site

Upload, track, and submit receipts in a central database

Manage, organize, and store contact information

Tools to create, customize, and send out mass marketing emails to specific donor groups.

Tools to create paper flyers and other mailings to be sent via direct mail.

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Syncs with accounting software to track grant expenditures against budget and support financial audits.

Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.

Store, manage and track all forms in a centralized location

Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.

Flags errors before submission or allows grantmakers to provide internal feedback on submissions.

Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.

Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.

Supports task and deadline tracking for grant-related actions; allows role-based access to be established.

Customize contracts and forms to collect specific information

Provides a channel for team members to share media files, communicate, and work together

Ratings/Reviews

Review and analyze existing information across documents

Specify or track the date/time a project, task, etc., is due for completion

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Store, manage, and track all electronic documents in a centralized location

Track and manage the status of grant applications

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Manages payment schedules for awarded grants.

Tracks grant budgets to ensure expenditures are not exceeding established limits.

Generates email alerts for grantees as funds are awarded and disbursed.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area.

Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding.

Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate reports to assess the financial performance of an organization

Searches for open RFP opportunities based on grantseekers' identified focus areas and location.

Stores and auto-populates common answers for standard application questions.

Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.

Supports specific report types to assist with fund audits; assists with planning site visits for grantees.

Enables messaging and forms to be shared across multiple social media platforms.

Sends tailored, automated email communications to all segmented subscribers.

Sends reminders, robotexts, and other campaign engagement materials to be send via text message.

Track metrics like opens, clickthroughs, bounces, and unsubscribes.

Track and interpret political campaign performance metrics

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Enables targeted outreach to supporters via email, text, and social media.

Prompts supporters to share important action pages to social media for wider reach.

Facilitates direct contact between advocates and legislators to voice opinions.

Offers website design tools and allows custom web pages to be built.

Manages active volunteer shifts, assigns task workflow, and sets user permissions.

Processes one-time and recurring supporter donations and tracks donor information.

Creates event registration pages that can collect ticket sales and RSVPs.

Manage, store and organize emails within the system or via third-party apps

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Activities related to raising money for a specific cause

Schedule and manage the logistics of activities and other gatherings

Store, manage and track all forms in a centralized location

Manage political operations such as fundraising, advertising, public relations, and polling

Manage, organize, and store contact information

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create and administer polls and surveys

Track commitments to donate in the future

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Utilizes pre-downloaded map data to plan canvasser walk paths and identify target voter areas.

Access software remotely via mobile devices

Generates call lists for phonebankers and allows voter information to be updated in the database.

Offers basic database functionality to track supporter and volunteer information.

Generates petitions, events, donation, and sign-up pages that automatically sync with your database.

Collects and processes one-time or recurring donations to support campaign efforts.

Assists with voter registration and finding polling locations.

Manages actions and permissions for volunteers, and enables them to create personalized outreach links to share with networks.

Recognizes supporter efforts through visual leaderboards and badges.

Predefined actions automatically performed on the occurance of specific events

Strategize and implement rewards for returning customers, employees and other members

Manage, organize, and store contact information

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create, save, and re-purpose templates for emails, forms, etc.

Manage, store and organize emails within the system or via third-party apps

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store, manage and track all forms in a centralized location

Provides access to a comprehensive database of elected officials and legislators.

Tracks meetings and relationships for all stakeholders.

Track and document all activities across devices, networks, and other systems

Creates and edits active volunteer opportunities to receive volunteer sign-ups.

Tracks contact, demographic, and affinity information for volunteers, as well as total service hours.

Assists with assigning volunteer shifts and manages a master schedule.

Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.

Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.

Database of members to track personal information of individuals and families

Track and manage schedules and meetings via an integrated calendar

Schedule and manage the logistics of activities and other gatherings

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, organize, and store contact information

Track volunteer performance and award those who exceed certain criteria

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assign issues and tasks based on availability or required skills

Plan an event's time and location

Track and document all activities across devices, networks, and other systems

Measure and track time including hours worked and paid time off (PTO)

Track the attendance of specific individuals or groups

Incentivizes engagement with reward badges or leadership boards based on number of volunteer hours served.

Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.

Supports embedded or linked donation pages to encourage volunteer donations.

Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.

Send messages via SMS

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Reminders sent via SMS/text message

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Seamlessly integrates with 3rd party websites

Allows members to update profiles, renew membership, and manage their account online.

Stores and updates detailed member profiles and track membership status.

Automatically bill members and process recurring membership renewals.

Online portal through which end users can access the system, manage tasks, or obtain information

Supports creation and management of committees, special interest groups, and sub‑groups.

Creates, promotes, and manages event registration and attendance tracking.

Provides shared calendars and scheduling for meetings, conferences, and association activities.

Track products that are for sale at a reduced price or part of coupon promotions

Record, update and manage waiting lists

Design, communicate, and distribute incentives to perform a specific action

Schedule and manage the logistics of activities and other gatherings

Track and collect membership dues

Built-in website builder or integration with third-party site

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, manage and store the applications of potential future members, customers or candidates

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Database of members to track personal information of individuals and families

Create and update newsletter content to increase engagement

Activities related to raising money for a specific cause

A list of events with their respective dates

Integrates with accounting and third‑party financial systems.

Sends segmented email campaigns and automated reminders to members.

Processes secure payments for dues, events, and other fees with invoicing.

Produces reports on engagement metrics like event attendance and communication effectiveness.

Seamlessly integrates with 3rd party websites

Search and filter data across systems to locate required information by entering keywords or certain criteria

Advertise volunteer opportunities and recruit new volunteers

Access software remotely via mobile devices

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Software specialized for non-profit organizations

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Gauge satisfaction and receive information for improvement and success

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Customize contracts and forms to collect specific information

Online portal through which end users can access the system, manage tasks, or obtain information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Adjust communications based on previous interactions or personal preferences

Timed notification for any upcoming task, deadline, appointment, or activity

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A list of events with their respective dates

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Send messages to selected individual(s) from the entire audience

Assemble applications and processes by dragging over and arranging pre-built components

Scan barcodes to ensure accurate pricing and label tracking

Manage and support multiple languages

Customize, sell, and distribute tickets

Define levels of authorization for access to specific files or systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Export text transcripts for the chat between two or more individuals

Access software remotely via mobile devices

Tracks metrics that provide insight into how a user interacts with any interface or product

Alter the layout and content of reports

Add customized logos and colors to align with company branding

Create and send email blasts/campaigns

Live stream to multiple devices simultaneously

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Ability to chat online in real time

Provides a channel for team members to share media files, communicate, and work together

Pre-made examples and templates for emails

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Digitally share screen view with others

Record live video calls to play later

Analyze and gain insights into data in real-time

An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience

Notifications that are delivered to users as soon as an event occurs

Reminders sent via email

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically identify and save contact information of potential customers

Software that specializes in managing events such as conferences, conventions and trade shows

Receive data and information in real time

Gauge satisfaction and receive information for improvement and success

Software that specializes in weddings, public and private parties

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Regulate who can view information within the system

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Games or game-like elements to track progress and reward accomplishments

Active monitoring of systems, applications, or networks

Manage tickets for specific events

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Receive system updates as soon as any changes are made

Customize data fields to support various needs and use cases

Notifications via mobile devices

Reports specific to sales analysis for trends and strategies

Track and document all activities across devices, networks, and other systems

Adjust communications based on previous interactions or personal preferences

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Group campaigns by project, client, or campaign for better management.

Plan and strategize political campaigns

Create and send email blasts/campaigns

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Send promotional campaigns or transactional messages via text messages

Customize data fields to support various needs and use cases

Manage multiple campaigns in one system

Set up connections to third-party platforms to improve business processes

Active reporting of data and metrics

View donor contribution history, track how much money have been raised over time and measure progress

Reminders sent via email

Accept and process online payment transactions

Predefined actions automatically performed on the occurance of specific events

Alter the layout and content of reports

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Add customized logos and colors to align with company branding

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Electronically collect payments for goods or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track delivered, received, and opened emails

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import and export data to and from software applications

Application programming interface that allows for integration with other systems/databases

A list of events with their respective dates

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Configure existing workflows to meet your organization's needs

Import and export data to and from software applications

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Reminders sent via email

A record of all activities within the system, including user access, changes made, etc.

Observe and track the demand, usage, progress or quality of a system, product, or user

Timed notification for any upcoming task, deadline, appointment, or activity

Organize and group data or items based on various criteria

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software designed for grantseekers

Automatically search funding sources and alert uses when grant opportunities arise

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Track sent and received payments, invoices, and bills.

Application programming interface that allows for integration with other systems/databases

Customize data fields to support various needs and use cases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Tailored or customizable questions for more targeted and relevant data collection

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Software designed for grantmakers

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

Track the status over time for a request, process, asset, or transaction

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

Manage the process of evaluating documents or requests submitted for approval

Ability to make a donation from a mobile device/app

Integrate with a third-party accounting system

Create new forms and/or use ready-made online form templates

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage and track recurring gifts

Alter the layout and content of reports

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Search 3rd party databases to identify potential donors

Use AI to generate content in the form of text, images, videos, etc.

Plan an event's time and location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reminders sent via email

Accept and process credit card transactions

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track and interpret campaign performance metrics

Define levels of authorization for access to specific files or systems

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Adjust communications based on previous interactions or personal preferences

Add customized logos and colors to align with company branding

Reminders sent via email

Accounts held by members of an organization

Create and send email blasts/campaigns

Manage tickets for specific events

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Store and organize documents in a centralized system

Accept and process credit card transactions

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Pre-made examples and templates for emails

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Use AI to generate content in the form of text, images, videos, etc.

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Access the system via a mobile application

Gauge satisfaction and receive information for improvement and success

Timed notification for any upcoming task, deadline, appointment, or activity

Accept, record, and reconcile financial transactions

Manage the enrollment and onboarding of all new members and accepted applications

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Registration process to become members by providing relevant information and agreeing to terms

Handle various types of membership based on groupings

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive and/or send email notifications for urgent updates, requests, or other information

Process of dividing customers into groups based on common characteristics

Manage multiple campaigns in one system

Create and send email blasts/campaigns

Alter the layout and content of reports

Create and manage advertising campaigns on social media networks

An extended application or connector that enables users to perform additional services with their current set of tools

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Group campaigns by project, client, or campaign for better management.

Pre-made examples and templates for emails

Search and filter data across systems to locate required information by entering keywords or certain criteria

A repository of content that has been approved for sharing with current and prospective clients

Gauge satisfaction and receive information for improvement and success

Encourage your customers to promote your company by providing materials, tools, and reward programs

Import and export data to and from software applications

Market event via social media tools

Enables employees to promote their company by supplying them with materials, tools, and reward programs

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Find & retrieve relevant data or documents

Receive system updates as soon as any changes are made

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Customize data fields to support various needs and use cases

Add customized logos and colors to align with company branding

Enable advocates to promote nonprofit, charitable, and/or political organizations and causes

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Pre-designed layouts that can be customized to match preferences and requirements

Centralized repository to store content and assets

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system