Presentation on CiviCRM and Wordpress from Melbourne Wordpress meetup, 8th August

2. What is CiviCRM?
• Open source CRM software
• Designed for Non-Profits, Membership and
Advocacy Organizations
• Translated and localised
• Regular NTEN overall grade of A
• Integrated with Drupal, Joomla! and
Wordpress

3. Key CRM Features
• Manage constituents
• Flexible search capabilities
• Strong reporting
• Highly extensible
• Free and Open Source

4. Contributions & Memberships
• Confirmations and reminders
• Online / offline donations
• Several payment processors
• Self-service member signup and
renewal
• Tracks member status

5. Event Management
• Multiple publish locations
• Confirmation and reminders
• Price sets
• Offline tools

6. Bulk Mail
• High-capacity broadcast email
• Fixed or “smart” groups
• Personalise via mail-merge
• Marketing tracking

7. Other cool features…
• Tell-a-friend
• Social sharing
• Personal fundraising pages
• CiviMobile
• CiviCase
• CiviGrant
• CiviEngage

8. Who’s Using CiviCRM
• WikiMedia Foundation
• Amnesty International
• Electronic Frontiers Foundation (Soon EFA)
• Voiceless
• PILCH Victoria
• Greens party of Australia and NZ
• Several branches of Liberal party
• And many more with contact databases from hundreds to
millions…

9. Evaluating CiviCRM
• Free software… BUT, requires technical skills OR budget
for expert
• Rapidly evolving and changing
• Growing integrator ecosystem
• “Specialized” hosting companies
Do you need a web-based non-profit focused CRM, with
the current feature-set AND integrated with a Content
Management application?

10. Integrate and Customize
• CiviCRM Profiles and custom data
• Import and Export data
• Custom screen layouts (templating)
• Custom search framework
• Public API's - allow other tools to
insert, update and retrieve CRM data

11. Wrap up
Chris Ward
@chrischinch
chrischinchilla.com
I work for moatmedia.com
Melbourne meetup – www.meetup.com/MelbourneCiviCRM

12. DEMO TIME…