NON-PROFIT CRM
This CRM app was created for a non-profit organization to use not only as a contact database, but also as a location to track donations, participation in events, and take notes for coaching.
HOME SCREEN
The home screen provides a quick view of a variety of information including donation statistics, a quick contact search, as well as upcoming events and coaching sessions.
PEOPLE EVENT
The People Screen is where you can view, search, and filter contacts. There is also functionality to add contacts in this screen and email all contacts on the filtered list.
DONATIONS SCREEN
All donations can be viewed on the donations screen. Here you can search, sort, and filter the donations. There is also functionality to add donations, view the contact information of the person making the donation, and send them a message.
TRIPS/EVENTS
The trips and events screens lets you view all upcoming and past trips and events. You can filter and search events, view people taking part in the event, and quickly message all participants.
The Coaching screen is where you can view all past and upcoming coaching sessions. Here you can take notes on the session for future reference and quickly message the client taking part in the session.
LEARN MORE ABOUT THIS APP
If you'd like to learn more about this app or discuss how it could be customized for your business contact us or reach out using one of the options below.