application and review management software

Customer Relationship Management (CRM)

  • Provides a full-featured contact database for your organization
    (Can replace your old or out-dated databases)
  • Integrates seamlessly with JUMP application and review modules
  • Makes it possible to publish fellowship, grant, competition and any other type of data directly to your website
  • Extend contact relationships beyond applicants and reviewers
  • Modules for handling:
    • Event management including attendees, sessions, and online event registration
    • Committees
    • Publications, including grantee and fellow publications
    • Grant management, including grant reporting with automated email reminders
    • Individual and institutional relationships (trustees, affiliations, former staff, etc)
    • Donations (can synchronize with online donations)
    • Programs and projects
  • Sophisticated report and query tools
  • Highly adaptable and user maintainable (administrators can add forms and fields as necessary)
  • Full integration with Outlook (email tracking), Word (mail merge) and Excel (data export and import)
  • Complete workflow management, such as sending automated emails
  • Includes data management tools such as data import, and duplication detection and resolution