CiviCRM - an introduction

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CiviCRM - an introduction

  1. 1. CiviCRM - an introduction
  2. 2. What is CiviCRM? <ul><li>Constituent Relationship Management </li></ul><ul><li>Designed for non-profits and third sector orgs </li></ul><ul><li>Easy to use web-based software </li></ul><ul><li>Tightly integrated with Drupal/Joomla! CMS </li></ul><ul><li>Extensible through additional modules </li></ul><ul><li>Actively developed project (3 releases/yr) </li></ul><ul><li>Open source (licence free) </li></ul>
  3. 3. Key Features <ul><li>Import / easily add contacts </li></ul><ul><li>Organize contacts into groups </li></ul><ul><li>Define and store custom data on all records </li></ul><ul><li>Track interactions </li></ul><ul><li>Manage events </li></ul><ul><li>Manage memberships </li></ul><ul><li>Manage campaigns and donations </li></ul><ul><li>High-capacity broadcast email </li></ul>
  4. 4. More Features <ul><li>Flexible search and reporting capabilities </li></ul><ul><li>Powerful de-duplication </li></ul><ul><li>Manage Grants </li></ul><ul><li>Manage Cases </li></ul><ul><li>Map constituent locations </li></ul><ul><li>Track all payments and export to accounts </li></ul>
  5. 5. Community <ul><li>500,000+ total downloads since 2006 </li></ul><ul><li>5,000+ active installations </li></ul><ul><li>Many users and developers in UK </li></ul><ul><li>Community forums </li></ul><ul><ul><li>12,000+ members </li></ul></ul><ul><ul><li>Avg 75+ posts / week-day </li></ul></ul><ul><li>Developers and users contribute: </li></ul><ul><ul><li>improvements </li></ul></ul><ul><ul><li>documentation </li></ul></ul><ul><ul><li>bug fixes </li></ul></ul><ul><li>UK meet ups (6 per year) </li></ul>
  6. 6. Who’s using it? <ul><li>Amnesty International </li></ul><ul><li>New York Senate </li></ul><ul><li>Socialist Party of Murcia </li></ul><ul><li>Wikimedia Foundation </li></ul><ul><li>Green Party of England and Wales </li></ul>>20 Councils for Voluntary Service Charity Technology Exchange Dyslexia Action 5,000 others
  7. 7. Choosing CiviCRM <ul><li>Flexible </li></ul><ul><ul><li>“ We were small and new at this, we wanted to be able to have our systems adapt” </li></ul></ul><ul><ul><li>“ Customizable if we need it to be” </li></ul></ul><ul><li>Supported </li></ul><ul><ul><li>“ 3-4 significant releases per year” </li></ul></ul><ul><ul><li>“ Incredibly responsive development and user community” </li></ul></ul><ul><li>Features </li></ul><ul><ul><li>“ Has the basic features we need, can allow us to manage donors & fundraising” </li></ul></ul><ul><li>Cost </li></ul><ul><ul><li>“ Would rather spend our $$ on customizations, not license fees </li></ul></ul><ul><li>Reviews </li></ul><ul><ul><li>Solid A’s for user satisfaction in NTEN data ecosystem report </li></ul></ul>
  8. 8. Customer Service & Support <ul><li>Support contracts available through providers </li></ul><ul><li>UK training: details on civicrm.org </li></ul><ul><li>Extensive online documentation </li></ul><ul><li>CiviCRM forums : extremely helpful </li></ul><ul><li>Books: both free and paid for </li></ul><ul><li>Arrange bespoke training through providers </li></ul><ul><li>User groups: details on civicrm.org </li></ul>
  9. 9. Likely Costs <ul><li>CiviCRM is FREE Open Source Software </li></ul><ul><li>No user licence fees but you might pay for </li></ul><ul><li>Consultancy (typically ~ £500/day) </li></ul><ul><li>Implementation & data import (typically £5k - £15k) </li></ul><ul><li>Training and Support (£200/day training) </li></ul><ul><li>Additional custom features </li></ul><ul><li>Hosting (typically <£75/mo) </li></ul><ul><li>System maintenance </li></ul><ul><li>Backup regime </li></ul><ul><li>Additional security e.g. SSL cert </li></ul>
  10. 10. Thank you
  11. 12. Technical <ul><li>Standards compliant HTML </li></ul><ul><li>PHP/MySQL with Smarty templates </li></ul><ul><li>Supports modern browsers but works on IE6 </li></ul><ul><li>Import from CSV, XML, JSON or SQL </li></ul><ul><li>Export to CSV </li></ul><ul><li>Can host on Apache, IIS, nginx, lighttpd etc. </li></ul><ul><li>Full API access - PHP, REST, AJAX or Smarty </li></ul>
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