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)