People Management/List Building Software
Most organizations have an ongoing need to communicate with their customers, volunteers and contributors. With the proliferation of communication technology, it's more important than ever to target the right people with the right message. CMS takes the headache out of getting the job done. People Manager has a data driven core that can be endlessly customized to meet your contact and reporting needs. We take the base code and add functionality per your requirements.
More than a contact manager, it is designed to be customized as needed. For example, in a pledge drive your contributors will appreciate the maximum amount of flexibility in making donations. When will they make their pledge commitment? Do they want to make multiple payments? With what frequency? Do they want to be reminded? Your flexibility with solid tracking capabilities ensures the highest rate of participation.
Contact demographic information
PeopleManager can track all of the normal demographic information plus alternate addressing information tied to a specific date range
Financial contributions and pledge management
PeopleManager can track financial contributions categorized to two levels. It can also manage pledges (i.e. contributions made over a period of time) with invoice and payment processing. Auction management
PeopleManager has an extensive auction management package including: selling tickets, creating packages of items to sell and easy-to-use day of auction processing.
Sporting Events
PeopleManager can also manage team fund raising events such as golf and bowling tournaments.
Outreach Management PeopleManager provides easy to use methods for outreach and followup. |
| Contact categorization
PeopleManager allows unlimited categorization of the contacts, including roles contacts play within the organization (staff, board, volunteer ...) and types (business, individual, ...) .
Volunteer activity
PeopleManager has volunteer management capablities including: tracking volunteer interests, availability and hours.
List Builder
One of the most important features of PeopleManager is the ability to query a database with a wide variety of criteria and create lists of contacts based on those criteria. The created lists can be used as sources for spreadsheets and mail merge functions. Once a set of criteria is created it can be saved for quick recall and regeneration of lists.
Queries and Reports In addition to standard queries and reports, PeopleManager allows users with experience in creating queries and reports to create a variety of ad hoc queries and reports. |