Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
CiviCRM and Wordpress
1.
2. What is CiviCRM?
• Open source CRM software
• Designed for Non-Profits, Membership and
Advocacy Organizations
• Translated and localised
• Regular NTEN overall grade of A
• Integrated with Drupal, Joomla! and
Wordpress
3. Key CRM Features
• Manage constituents
• Flexible search capabilities
• Strong reporting
• Highly extensible
• Free and Open Source
4. Contributions & Memberships
• Confirmations and reminders
• Online / offline donations
• Several payment processors
• Self-service member signup and
renewal
• Tracks member status
6. Bulk Mail
• High-capacity broadcast email
• Fixed or “smart” groups
• Personalise via mail-merge
• Marketing tracking
7. Other cool features…
• Tell-a-friend
• Social sharing
• Personal fundraising pages
• CiviMobile
• CiviCase
• CiviGrant
• CiviEngage
8. Who’s Using CiviCRM
• WikiMedia Foundation
• Amnesty International
• Electronic Frontiers Foundation (Soon EFA)
• Voiceless
• PILCH Victoria
• Greens party of Australia and NZ
• Several branches of Liberal party
• And many more with contact databases from hundreds to
millions…
9. Evaluating CiviCRM
• Free software… BUT, requires technical skills OR budget
for expert
• Rapidly evolving and changing
• Growing integrator ecosystem
• “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?
10. 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