CRM

Contact Relationship Management (CRM) forms the core element of the e-vol system. It’s the starting point for any organisation wishing to keep a meaningful record of its Contacts.

e-vol 's CRM functionality is designed to address the very specific needs of the voluntary sector, where individuals can belong to multiple Organisations and be associated with multiple addresses.

e-vol allows individuals to be associated with any number of different Organisations, addresses and telephone numbers, creating a detailed but concise picture of each contact.

Contacts

Information held on individual Contacts includes:

• Multiple addresses, phone numbers and email addresses for individual Contacts
• Their associated Organisations and position within them
• Volunteer status (if applicable)
• Data protection status

Organisations

Information held on Organisations includes:

• Company and Charity numbers
• Regions covered
• Membership details (if applicable), including:
  • Status - active or inactive
  • Membership number
  • Membership expiry date
  • Fee paid
  • Approval date
  • Renewal and cancellation
• Multiple addresses, phone numbers and email addresses for the same organisation
• Data protection status