Engage Your Contacts
Send mass emails to your contact lists, or use mass autodial calls to reach the entire community your project impacts.
Forms simplfy admission and application documents, while opportunities easily allow you to manage your intake.
Keep connected with your alumni with our built-in communication tools, while automated segmenting keeps track of your contacts as they evolve.
Host community-building events, as well as get donations from stakeholders.
A secure logged-in area for your students and parents to access resources, submit forms, and access personalized stores.
Manage your sales cycle and track your potenial customers, from start to finish and beyond. Customize opportunities with your own stages and different pipelines, no matter your business process, you'll feel right at home.
Our Engagement tools ensure you maintain and grow your relationship with new and existing customers during your sales process, as well as keep connected after they've converted.
Make data-driven decisions, better. Use custom dashboards and reports to gain valuable insights on where each deal stands, forecasted revenue, or get a full overview of your organization and team's performance.
Send mass emails to your contact lists, or use mass autodial calls to reach the entire community your project impacts.
Use Notes & Interactions to track conversations with key contacts and groups. Custom categories help you easily search and filter on specific topics.
Files let you share important resources and documents with your contacts to keep them informed, as well as store key files for your internal due diligence.
Create forms to get consultation on specific topics, surveys to gather aggregate sentiment, and events like open houses to meet with your contacts in-person.
Health scores give you a snapshot of how you stand with each person. Use our fully-integrated engagement tools to gather feedback with surveys, mass emails, and mass autodials.
Centralize a specific outreach program, development opportunity, or consultation with Projects. Access all your form submissions, people and groups, as well as Notes and Interactions in one place.
Integrated engagement tools like Mass Email, Forms, Events, Mass Autodial and Text Messaging let you ensure your message is heard, and acted upon, while getting feedback and data back.
Mass Emails, Mass Autodails and Mass SMS directly communicate with your members. Ensure they get the message.
A secure area to share documents, products, and forms. Your members will feel right at home.
From a simple RSVP event to a multi-day Annual General Meeting, our integrated events system can handle it all.
Automatically contact expiring members, send targeted communcations, and find specific supporters.