With our CRM your audience is front and
_center_
A CRM built for humans
Our CRM places users at it's core whilst other solutions place sales, leads, or deals at the center. No prize for guessing which approach leads to more meaningful relationship management.
Our native Drupal CRM can be tailored to exactly fit your organisations needs. Most "off the shelf" CRMs can offer you around 95% of the features you need. Whilst 95% is not an insignificant number the usual catch comes when you realise the last 5% of the functionality is what's so vitally important to your organisation. The intrinsic nuances that nobody seems to cater for in a functional elegant way. Luckily this is where we excel.
Interested in a CRM solution tailored to your needs?
Get in touch to discuss your requirements and schedule a demo
Powerful CRM Features
Event Management
Event listings and management: one off, recurring, series.
Ticket classes, booking windows and pricing logic.
Registration: flexible and intuitive individual, group, organisation and team member registration.
User Self Service
Individual users can edit their own information, booking leaders can view and modify individuals within their group booking, team leaders can view and accept / reject team applicants, organisation members can update their profile. All without bothering your admin staff.
Powerful Reporting
Ability to build flexible reports using any data within the CRM, including complex interactions and automations.
Membership Management
Individual & organisation membership, membership levels, membership only content areas, communication tools, renewal reminders
Volunteer Management
Team creation, customisable team application forms, DBS (Disclosure and Barring Service) checks , reference request and response management, application status tracking.
Accommodation Management
Village allocation for camping events based on group, geographical local or manual assignment.
Ability to manage rooms, villa, hotel resources.
Group Management
Centralised group booking management.
Group leaders to minors ratios.
Ability to designate certain group members for team application during registration process.
GDPR Compliance
Compliance with the EU GDPR (General Data Protection Regulation) data privacy legislation.
Read about our proposed Drupal privacy initiative and the Cross CMS privacy group.
Financial Integrations
Due to the flexibility or Drupal and the work of the Drupal Community many payment gateways are already available as modules to our CRM.
Innovative CRM features built in partnership with our clients
Village Allocation
New Wine required a tool to sort out where people camp so they are likely to be near people they live near geographically whilst also taking into account special needs or the knowledge that certain delegates like being near others. Once we had a fully native Drupal CRM booking system we built an incredibly easy to use tool for allocating people to villages automatically, with granular drag and drop manual allocation also possible.
Directories
Due to the flexibility of our native Drupal CRM we were able to create a directory for Clinks by merely exposing the same CRM data with a different look, feel and permissions. We take advantage of Drupal's end-user social tools to create a directory that allowed organisations to safely modify information about their own organisation in the director themselves.
Subscription Service
Enders Analysis sell multi-tiered subscriptions to marketing reports. Their enhanced subscription clients receive custom personalised reports through presentations and phone calls. Through a custom extension to our CRM we enabled the ability to track these enhanced activities on a client by client basis.
Interested in a CRM solution tailored to your needs?
Get in touch to discuss your requirements and schedule a demo