CRM Specs

This is a wish list of specifications for CRM software.


 * Easily view donation, contribution, and volunteer history for each contact
 * Ability to make notes on each file with date stamp and name of person writing note
 * Send emails and/or newsletter - ideally connected to FG email account
 * Track & view any correspondence sent via software
 * Track occurrence of correspondence outside of software (phone calls, meetings, etc.)
 * Customize & easily run reports
 * Track job title, gender, birthdays, and relationships between contacts (partners, children, etc.)
 * Attach files to contacts
 * Indicate than an individual is the primary contact for an organization
 * Identify pricing tier to which donors belong, plus history of changes
 * Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)