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Integrated CRM:
Your Data Command Center

Tired of juggling contact info across different systems? Our Integrated CRM puts all your data in one spot. Organize contacts, track interactions, and kickstart campaigns with ease. It's like having a photographic memory for your whole organization."
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Data Collection, Simplified

See how our CRM turns messy data into organized gold. Grab info from forms, surveys, or QR codes and watch it flow right into your system. Then use that data to fuel your outreach. It's like turning every interaction into a chance to grow your mission.
Collage showing hands interacting with customer relationship management (CRM) software on different devices: a laptop, a tablet, and a desktop screen, highlighting the versatility of CRM systems in managing client relationships and business processes across various platforms.

How Customers Use This Feature

  • Custom Data Fields: Collect exactly what you need. Beyond the basics like name and email, add any fields that matter to your work. Whether it's donation history or health info, you decide what to track. It's your CRM, tailored to fit like a glove.
  • Smart Tagging: Sort contacts in a snap with our tagging system. Use tags to group donors, trigger campaigns, or flag for follow-up. It's like having a sorting hat for your database, but way more practical.
  • Easy Import/Export: Your data should work for you, not the other way around. Bring in contacts from a CSV with a few clicks. Need to pull data out? Just hit download. It's your info - we just help you wrangle it.
  • Activity Tracking: Keep tabs on every interaction. From notes to tasks to appointment history, it's all there. Think of it as a journal for each contact, helping you pick up right where you left off every time.

Other Features That Work Well With Integrated CRM

Icon a form on a clipboard and a pen signifying Forms and Surveys

Forms and Surveys

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Icon of an evelope with the number 1 in a circle signifying Communications Channels

Communication Channels

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Icon of a calendar with a clock in the top left corner and a person in the bottom right corner signifying Appointment Manager

Appointment Manager

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Map Your Route to Success:
Turn Connections into Growth

Every great achievement starts with a decision to try. Your move toward business improvement begins here. See how Growth Power Suite can give your business the boost it needs, guiding you towards new accomplishments. Don't just imagine success - create it with our support. Are you set to start your growth journey?
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