1.
TAKE CONTROL OF
YOUR DATA

2.
What is CiviCRM?
• Web-based, open source CRM software
• Designed for Non-Profits, Membership and Advocacy
Organizations
• Project of Social Source Foundation (501c3) and CiviCRM LLC
• Open source (free) software supported by a large and diverse
community of users, developers and technology providers
• Integrated with Drupal, Joomla! Content Management Systems
and Wordpress
• Translated and localised into many languages
• Regular NTEN overall grade of A

3.
Key CRM Features
• Record and manage information about your members,
clients, volunteers, activists, donors, staff, affiliates,
branches and vendors.
• Define custom fields specific to your needs
• Organize constituents into groups
• Flexible search capabilities
• Track interactions such as meetings, phone calls, emails,
and define custom interaction types.
• Map constituent locations
• Collect constituent info and expose selected info to the
“public” or “members” via CMS integration

4.
Contributions & Membership
Management
• CiviContribute
• Configurable online contribution pages
• Automatic receipting
• Track online / offline contributions and pledges
• Plugins for PayPal, eWay and others
• CiviMember
• Configurable self-service member signup and renewal
• Tracks member status based on your organization’s
membership categories, periods and “rules”.

5.
Event Management
• Configure event info
• Publish event info to iCal or RSS
• Online paid or free event registration with auto receipting
and confirmation
• Discount configuration
• Price sets for complex event pricing
• Offline registrations: import participant lists
• Attendance sheets: export participant lists

6.
Broadcast Email
• CiviMail
• High-capacity broadcast email
• Integrated with CRM
• Mailing lists are fixed or “smart” groups
• Personalize via mail-merge with contact info
• History of mailings and responses tracked for each contact
• Tracks opens, click-thrus and forwarding
• Subscribe, unsubscribe and bounce-handling

7.
New and upcoming features
• Tell-a-friend - make it easy for donors, event participants and
members to spread the word.
• Social sharing
• Personal fundraising pages - supporters promote your fund-raising
campaigns by creating personal contribution portals.
• CiviMobile – Mobile theme and features
• CiviAccounting – Integration with several popular accounting
systems.
• CiviCase - integrated case management.
• CiviGrant - input and track grants to organizations, individuals or
households.
• CiviEngage – Surveys, petitions

8.
Who’s Using CiviCRM?
• Non-profits of all shapes and sizes…
• Local arts organizations and clubs
• Regional environmental organizations
• Foundations
• Museums
• NPO tech providers
• Public interest lobbying groups and political parties
• National and global membership associations and advocacy
organizations …

9.
Who’s Using CiviCRM
• WikiMedia Foundation
• Amnesty International
• Electronic Frontiers Foundation (Soon Australian branch
to)
• Voiceless
• PILCH Victoria
• Greens party of Australia and NZ
• Several branches of Liberal party
• Environment Victoria
• And many more with contact databases from hundreds to
millions…

10.
Vibrant Community - Viral Growth
• 100,000+ total downloads since inception
• 30,000+ installations
• Community forums
• 12,000+ members (100+ new members / month)
• Over 100 individuals and consultants have participated in the design
and development of CiviCRM
• 3rd party module integration - Organic Groups, Ubercart, Webform…
• Many local experts and Melbourne (run by me!) and Sydney meetups

11.
Evaluating CiviCRM for Your Organization
• Free software… BUT, requires technical skills OR budget for
consultant to install, configure and maintain
• Rapidly evolving in response to active user and developer community
- top ratings in recent NTEN CRM survey
• Growing integrator ecosystem. Some will host too.
• “Specialized” hosting companies
Do you need a web-based non-profit focused CRM, with the current
feature-set AND integrated with a Content Management application?

12.
Integrate and Customize
• CiviCRM Profiles and custom data
• Import and Export data
• Custom screen layouts (templating)
• Custom search framework
• Public API's - allow other tools to insert, update and
retrieve CRM data

13.
Wrap up
Chris Ward
@chrischinch
chinchillamedia.com
I work for moatmedia.com
Melbourne meetup – www.meetup.com/MelbourneCiviCRM
Sydney meetup – www.meetup.com/SydneyCiviCRM

14.
Do we have time for a demo?
drupal.demo.civicrm.org