CRM & Data Management

An eCRM and integrations that work for YOU

Just as a major donor team invests time and energy cultivating a relationship with wealthy prospects, so too, does an online team seek to understand and engage its supporters. Only in this case, the number of relationships can number in the thousands or even millions!

Here are a few highlights of what our module can do for you

  • Shows you all the data about each individual supporter, including donations they have made and campaigns they have participated in
  • Segments supporters by a multitude of factors
  • Reports on trends
  • Visual and data reports; scheduled reports
  • Can import and export data either by spreadsheet file (CSV, Excel) or API
  • Allows you to specify any fields in any format for your supporter record
  • Provides custom data fields for your transaction records
  • Has the facility to create, run and store complex queries for regular exports
  • Householding, de-duping and mass-merging

Query Builder

For those who want to synchronize data to an offline database, you may need it to be stored in a particular way. So we can change the data structure of your account to match.

The column sequence of constituent data fields can be customized. This means any files you export will be appropriately formatted.

Integrations

While some of our clients do use Engaging Networks as their database of record, our specialty is being an eCRM. To ensure you can do everything you want to do, we integrate with several popular online databases – some even with a two-way sync. Visit our integrations page to learn more about our available integrations and our API.

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