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Welcome to civi crm

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A presentation for February's WorPress Tunbridge Wells Meetup.

Published in: Technology
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Welcome to civi crm

  1. 1. Welcome to CiviCRM
  2. 2. About CiviCRM • CiviCRM is an open source • Over 11,000 organizations around the world use CiviCRM • Fully customizable and expandable. Add a footer 2
  3. 3. FR Installing Civicrm plugin against Wordpress https://civicrm.org/download Right now CiviCRM is not listed in WordPress plugin directories still you can download and install. Recommended to have a separate DB. Chart Title Category 1 Category 2 Category 3 Category 4 Add a footer 3
  4. 4. FR Contact Management Out of the box, CiviCRM comes with three contact types:  Individuals - i.e. people  Organisations - for example companies or other non-profit organisations  Households - typically families that share a physical location Each contact record comes with a set of core fields Chart Title Category 1 Category 2 Category 3 Category 4 Add a footer 4
  5. 5. FR Membership Management CiviMember is a component that provides functionality to support and automate the management of memberships.  User define membership types  Online membership sign-up  Renewal Chart Title Category 1 Category 2 Category 3 Category 4 Add a footer 5
  6. 6. FR Contribution Management  Accept donations  Process membership signups and renewals  Accept and manage events fees  Run specific fundraising campaigns Chart Title Category 1 Category 2 Category 3 Category 4 Add a footer 6
  7. 7. FR Invoice and Email Management  Creating an Invoice  Invoice Message Template  Sales Tax and Vat  Email Invoice Chart Title Category 1 Category 2 Category 3 Category 4 Add a footer 7
  8. 8. FR Useful Links Demo: https://wpmaster.demo.civicrm.org Documentation: https://docs.civicrm.org/ Download: https://civicrm.org/download Support: https://civicrm.stackexchange.com/ Issue: https://lab.civicrm.org/explore/groups Chat: https://chat.civicrm.org/civicrm Add a footer 8
  9. 9. FRFABRIKAM RESIDENCES Thank You. Ramesh Rajendran 078215 98974 ramesh@artechconsultancy.co.uk www.artechconsultancy.co.uk
  10. 10. FR Question? 10

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