Features

SubscriberCRM contains many features designed to make managing your membership easier. Many of these features are described in more detail within their appropriate sections, accessible from the main menu at the top of the page. Listed below are some of the main features.

SubscriberCRM contains many features designed to make managing your membership easier. Many of these features are described in more detail within their appropriate sections, accessible from the menu on the left of the screen. Listed below are some of the main features.

Organisation Wide Solution

SubscriberCRM is an organisation wide solution encompassing all departments' contacts. This information can be shared across the whole organisation providing a full profile of a contact's interactions with you; enabling you to maximise their impact on your organisation.

SubscriberCRM is currently being used for Membership, Fundraising, Events, Volunteering, Advice, Finance, Helplines and Central Administration.

Security

Access control is paramount where potentially sensitive information such as bank details are being stored. A user can only log in to SubscriberCRM with a valid user name & password combination.

SubscriberCRM's security model goes even further – user credentials also define which modules an individual user can access and also, for those they have access to, what they can do i.e. create new records, modify existing records, report and export etc.

3rd Party Integration

SubscriberCRM is designed to allow seamless integration with Microsoft Office, so that producing letters, labels and Excel spreadsheets is very straightforward indeed. Other integration options include address lookup, bank account validation, phone dialling and accounts packages.

Microsoft Office
MailChimp
Sage Accounts
Text Local
Charities Online
AFD Postcode

Reporting & Exports

Extracting a well defined set of contacts based on specific criteria is achieved very easily with SubscriberCRM's powerful record selection screen. Once selected, contacts can appear in standard listing and label reports, mail merges, email merges and exports.

Key Features

  • Control of Membership Subscriptions and Renewals
  • Multiple address facility
  • Contact Profiling
  • Powerful record selection facilities
  • Extensive data export facility
  • Publication Control
  • Direct Debit control – BACS Processing
  • Donation entry and reporting
  • Individual to organisation inter relationships
  • Letter Production
  • Emailing - individual or en masse
  • Links with addressing software e.g. AFD
  • Communication recording
  • Web integration
  • Security access levels