Non profit organisations often have a number of different types of relationships with individuals and organisations. Vital-DB is a set of modules on core functionality which can reflect nature of the different roles - donor, member, event participant, etc. The modules also implement many different workflows and business processes which makes management easier and more transparent - with graphical data at the manager's fingertips.

Only the modules required are used - and each is very functionally rich sitting on top of enhanced core functionality from Microsoft CRM.

Modules include:

• Website connections so Contacts can interact with your organisation
• Out of the box connection to online payment gateway - PayFloPro from Paypal
• Online purchasing/payment basket from website to CRM database
• PDF receipts
• PCI compliance for online credit card processing
• Display of relevant database information on your website - such as events, purchasing history
• Integration with Outlook
• Secure access from anywhere across the Internet
• Share documents online securely with specific groups
• Attach documents to records

     Implement one or all modules:

      Donation management incudes:

• Sponsorship management (also used for Events)
• Regular giving
• Ad hoc donations
• In memoriam
• Gifts in kind
• Bequests
• Grant management

     
      Membership management includes:

• Annual membership subscriptions with different levels
• Non-member purchase of some products
• Bundled membership product sets
• Auto notification or renewals
• Auto payment of renewals
• Auto receipting
• Membership directory search online to drive business to members is available
• Collect member relationships from LinkedIn

      
      Event management includes:

• Display events from the database online - automatically disappear off the site according to dates and times
• Book and pay for events online - and view history
• Attendee management including wait lists, attendee badges and lists
• Venue management
• Event team management
• Publish event to Facebook
• Publish event information to Twitter

       
       Client services includes:

• Very secure
• Counseling records
• Doctors and carers
• Service history
• Education events management

        
       Volunteer management includes:

• Counseling
• Interests and availability for volunteer services
• Skills
• External and internal training records
• Service history for recognising contribution

       Contact us for more information....or see our website www.vital-db.com.au