Non profit organisations often have multiple types of relationships with people and organisations. Vital-DB offers a number of modules to help manage the different relationship types you have with your community.
There is core functionality such as contact details - so information is only stored once - then multiple modules which not on only keep different sets of data relevant to the relationships you have, but also have automated processes and web portal interfaces to engage with people.
Core functionality includes:
- Contacts and Organisations details and their Accreditations and Roles with you
- History of fax, email, phone calls, appointments etc - and all planed activities in the future (synchronised with Outlook)
- Campaigns and target lists to allow you to reach out to people by direct mail, email, phone, advertising, etc
- Ability to see data in graphical dashboards to understand what is happening in real time
- Email and mail merge templates, including pre-configured answers and articles from a knowledge base
- Relationships of contacts and organisations with other people and organisations - can easily link all types of contact and records with the person or organisation
- Service to allow creation of complaints or service requests which are then managed
- Deduplication of records
- Importing of data facilities
- Exporting to Excel at the click of a button (subject to security) - to give data to external mail houses or use in Excel Pivot tables
- Field level security and Role based security profiles
- Workflow and automate reminders
- Full audit trail capability to show who changed what records and when
- Access by staff across the Internet with bank account type security
Optional Web portal:
- Multiple versions of web portal - can be just a portal linked to your Website, or can be your entire Website which you can update and change as little or as much as you like - no restrictions, and too many features to list
- Allow people to view their history
- Allow people to set up their own online account, manage their password, update their details, make purchases with real time interface to payment gateways
- Share information in the database you wish to share - securely.