People Management/List Building Software
Cedar Mountain Software, Missoula, Montana

People Manager has a data driven core that can be endlessly customized to meet your contact and reporting needs.

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.

 

 

 

 

 

 


©2010 Cedar Mountain Software - 338 W. Alder St, Missoula, MT 59802 - 406.549.0766 - info@cedarmountainsoftware.com