Download - CiviCRM - an introduction
CiviCRM - an introduction
What is CiviCRM?Constituent Relationship Management
Designed for non-profits and third sector orgs
Easy to use web-based software
Tightly integrated with Drupal/Joomla! CMS
Extensible through additional modules
Actively developed project (3 releases/yr)
Open source (licence free)
Key Features
Import / easily add contacts
Organize contacts into groups
Define and store custom data on all records
Track interactions
Manage events
Manage memberships
Manage campaigns and donations
High-capacity broadcast email
More FeaturesFlexible search and reporting capabilities
Powerful de-duplication
Manage Grants
Manage Cases
Map constituent locations
Track all payments and export to accounts
Community• 500,000+ total downloads since 2006• 5,000+ active installations• Many users and developers in UK• Community forums
– 12,000+ members
– Avg 75+ posts / week-day
• Developers and users contribute:– improvements
– documentation
– bug fixes
• UK meet ups (6 per year)
Who’s using it?Amnesty International
New York Senate
Socialist Party of Murcia
Wikimedia Foundation
Green Party of England and Wales
>20 Councils for Voluntary Service
Charity Technology Exchange
Dyslexia Action
5,000 others
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Choosing CiviCRM• Flexible
– “We were small and new at this, we wanted to be able to have our systems adapt”
– “Customizable if we need it to be”• Supported
– “3-4 significant releases per year”– “Incredibly responsive development and user community”
• Features– “Has the basic features we need, can allow us to manage
donors & fundraising”• Cost
– “Would rather spend our $$ on customizations, not license fees
• Reviews– Solid A’s for user satisfaction in NTEN data ecosystem
report
Customer Service & SupportSupport contracts available through providers
UK training: details on civicrm.org
Extensive online documentation
CiviCRM forums: extremely helpful
Books: both free and paid for
Arrange bespoke training through providers
User groups: details on civicrm.org
Likely CostsCiviCRM is FREE Open Source SoftwareNo user licence fees but you might pay for• Consultancy (typically ~ £500/day)• Implementation & data import (typically £5k - £15k)• Training and Support (£200/day training)• Additional custom features• Hosting (typically <£75/mo)• System maintenance• Backup regime• Additional security e.g. SSL cert
Thank you
Technical
Standards compliant HTML
PHP/MySQL with Smarty templates
Supports modern browsers but works on IE6
Import from CSV, XML, JSON or SQL
Export to CSV
Can host on Apache, IIS, nginx, lighttpd etc.
Full API access - PHP, REST, AJAX or Smarty