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