CiviCRM - an introduction

conditioninspiredInternet and Web Development

Dec 4, 2013 (3 years and 6 months ago)

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CiviCRM
-

an introduction

What is CiviCRM?

Constituent Relationship Management

Designed for non
-
profits and third sector orgs

Easy to use web
-
based software

Tightly integrated with Drupal/Joomla! CMS

Extensible through additional modules

Actively developed project (3 releases/yr)

Open source (licence free)

Key Features

Import / easily add contacts

Organize contacts into groups

Define and store custom data on all records

Track interactions

Manage events

Manage memberships

Manage campaigns and donations

High
-
capacity broadcast email


More Features

Flexible search and reporting capabilities

Powerful de
-
duplication

Manage Grants

Manage Cases

Map constituent locations

Track all payments and export to accounts



Community


500,000+ total downloads since 2006


5,000+ active installations


Many users and developers in UK


Community forums


12,000+ members


Avg 75+ posts / week
-
day


Developers and users contribute:


improvements


documentation


bug fixes


UK meet ups (6 per year)

Who’s using it?

Amnesty International

New York Senate

Socialist Party of Murcia

Wikimedia Foundation

Green Party of England and Wales


>20 Councils for Voluntary Service

Charity Technology Exchange

Dyslexia Action

5,000 others


Choosing CiviCRM


Flexible


“We were small and new at this, we wanted to be able to

have our systems adapt”


“Customizable if we need it to be”


Supported


“3
-
4 significant releases per year”


“Incredibly responsive development and user community”


Features


“Has the basic features we need, can allow us to manage

donors & fundraising”


Cost


“Would rather spend our $$ on customizations, not license
fees


Reviews


Solid A’s for user satisfaction in NTEN data ecosystem
report


Customer Service & Support

Support contracts available through providers

UK training: details on
civicrm.org

Extensive online documentation

CiviCRM forums
: extremely helpful

Books: both free and paid for

Arrange bespoke training through providers

User groups: details on
civicrm.org

Likely Costs

CiviCRM is FREE Open Source Software

No user licence fees but you might pay for


Consultancy (typically ~ £500/day)


Implementation & data import (typically £5k
-

£15k)


Training and Support (£200/day training)


Additional custom features


Hosting (typically <£75/mo)


System maintenance


Backup regime


Additional security e.g. SSL cert

Thank you

Technical

Standards compliant HTML

PHP/MySQL with Smarty templates

Supports modern browsers but works on IE6

Import from CSV, XML, JSON or SQL

Export to CSV

Can host on Apache, IIS, nginx, lighttpd etc.

Full API access
-

PHP, REST, AJAX or Smarty