Contact Relationship Management
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
Voluntary talk
"Since we've started using the system, I can run all our monthly reports in less than half an hour."
e-days in action
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Voluntary talk
We got a centralised database and we haven't had to spend thousands on upgrading
