This document provides an introduction and overview of CiviCRM, an open-source constituent relationship management software designed for non-profits. It describes key features like contact management, contributions, events, email marketing, and reporting. It also outlines components, who is using CiviCRM, resources for learning more, and factors to consider for evaluating if CiviCRM is right for an organization.

1. Introduction to CiviCRM
Constituent Relationship Management
for the Civic Sector
(updated 1/15/2010)

2. Agenda
 What is CiviCRM?
 Key CRM Features
 Components: Contributions and Pledges, Event
and Membership Management, Broadcast Email,
Case Management, Grants
 Who’s Using It
 Evaluating CiviCRM for Your Organization
 Integration with Other Tools
 Resources

3. What is CiviCRM?
 Web-based, open source, internationalized 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 community of users,
developers and technology providers
 Integrated with Drupal and Joomla! Content Management
Systems (CMS’s) - OR runs standalone
 Internationalized
 translated into Polish, Spanish, Dutch, German, French,
Portuguese, Japanese…
 Localised date, address, currency display…

4. 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
 Track relationships between constituents
 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

5. Contributions & Membership
Management
 CiviContribute
 Online contributions & personal fundraising pages
 Automatic receipting
 Premiums
 Track online / offline contributions and pledges
 Plugins for PayPal, Authorize.net and others
 CiviMember
 Configurable self-service member signup and renewal
 Tracks member status based on your organization’s
membership categories, periods and “rules”.

6. 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
 Waitlists and Moderated Events

7. 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

8. Additional Features
 CiviReport - 20+ built-in reports with graphing, automated report
generation and more…
 Tell-a-friend - make it easy for donors, event participants and
members to spread the word.
 Personal fundraising pages - supporters promote your fund-
raising campaigns by creating personal contribution portals.
 CiviPledge - accept and track pledges for recurring
contributions.
 CiviCase - integrated case management.
 CiviGrant - input and track grants to organizations, individuals or
households.
 Custom search framework - search and display data “your way”
 Drupal integration modules - Member->Roles, Views 2, OG
Synch.

9. 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 …

10. Who’s Using CiviCRM

11. Who’s Using CiviCRM
 American Friends Service Committee
 Creative Commons
 Bioneers
 Linux Foundation
 Mozilla Corporation and Foundation
 Canada and New Zealand Green Parties
 Physician Health Program-British Columbia
 QuestBridge
 University of Michigan Museum of Art
 Urban Alliance for Sustainability
 USPIRG / FFPIR
 …

12. Vibrant Community - Viral Growth
 375,000+ total downloads since inception
 3,500+ active installations (via ping-back) - v2.0+
 Community forums
 16,000+ members
 Avg 50+ posts / week-day
 Over 100 individuals and consultants have participated in the
design and development of CiviCRM
 Community Advisory Group
 Book Sprint
 Google Summer of Code Projects
 Organizations like U.S. Public Interest Research Group and
Physician Health Program are sponsoring major new features
 3rd party modules - Organic Groups, Views2, Ubercart,…

13. New for v3.1…
 Contact subtypes
 HTML system emails (receipts etc.)
 Personal dashboard
 Theme-able markup for front-end pages
 Merge from search results / contact edit

14. Coming in v3.2
 Move to trash / undelete
 Performance optimizations
 CiviCase Phase 3
 Tagging for activities and cases
 Custom data for Addresses
 Look and feel renovation / theme-ablity

15. Resources
 Project Home
 http://civicrm.org
 Documentation
 http://documentation.civicrm.org
 Understanding CiviCRM (http://en.flossmanuals.net/civicrm)
 This Presentation
 http://wiki.civicrm.org/confluence/display/CRM/Presentations
 IRC (#civicrm on freenode.net)
 Community Forum (support and discussion)
 http://forum.civicrm.org
 Professional Services
 http://civicrm.org/professional
 Downloads
 http://civicrm.org/download

16. 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.
 http://civicrm.org/professional
 “Specialized” hosting companies (Drupal+CiviCRM) and CiviMail-
only service (CiviSMTP)
Do you need a web-based non-profit focused CRM, with the
current feature-set AND integrated with a Content Management
application?

17. Evaluation Code: 103
How Was this Session?
Call In Text Online
Call 404.939.4909 Text 103 to 69866 Visit nten.org/ntc-eval
Enter Code 103 Enter Code 103
Session feedback powered by:
Tell Us and You Could Win a Free 2011 NTC Registration!

18. Integrate and Customize
 CiviCRM Profiles - CMS integration
 Registration and input forms
 “Public” search and listings pages
 Import and Export data
 Custom screen layouts (templating)
 Custom search framework
 Public API's - allow other tools to insert,
update and retrieve CRM data