I chose to learn to use CiviCRM to learn how to help NPOs :) And because it seems to be a meeting point and a continuity of my values, my skills, and what I think we should develop for the next step of our humanity.
PeaceWorks provides technology solutions for not-for-profit organizations. CiviCRM fills an important niche among our clients who need a flexible, comprehensive, user-friendly, web-integrated CRM solution.
Being part of the CiviCRM community is really something to shout about! Not only is CiviCRM an amazing software package, its designed for organisations that make a difference in the world. We help non-profits across the UK gain control of their data through the power of CiviCRM.
It is without a doubt the best piece of software I've ever worked with, and I'm constantly discovering cool new features. More recently I've been working on CiviMobile as part of a project for my course at University. I'm really looking forward to seeing this being used by organisations across the globe.
Greenleaf Advancement hosts, implements, supports, and provides training for CiviCRM. We take great pride in our role in helping nonprofits advance their mission. Combining our backgrounds in fundraising and technology, we are focused on helping organizations use CiviCRM to connect with their supporters and improve their fundraising results. Doing this as part of a vibrant open source community is in keeping with our belief that success overall only matters if we don't leave others behind.
CiviCRM has one of the most active and friendliest communities I have come across. From initial tentative forum posts I was encouraged into engaging more actively through IRC and directly with other groups & individuals and am now happy to count many community members as friends. I recently found an article on the web that said if you post a question about CiviCRM anywhere on the web Lobo will post an answer within a few hours. It often feels like that is true.
One of the most valuable way in which the community supports me is by allowing me to bounce my ideas around and often someone is able to suggest an approach which is better than mine.
We use CiviCRM for our Membership and Supporters system. We're committed to using Open Source solutions and are keen to expand the variety and success of our member recruitment and fundraising efforts.
City Bible Forum is an Australian not-for-profit Christian organisation. We need to communicate effectively with our constituents, and CiviCRM gives us a comprehensive set of tools for managing relationships. Interestingly, we often find that new features are being added just as our need for those features is becoming apparent. It's the right fit for us.
It is super important for non-profits, advocacy and related groups to take charge of their destiny. Having control of your data is a good start. The crowd-sourced nature of an open source project in so in line with the co-operation and principles of most non-profits
CiviCRM is a project that strives to make the above possible. It is FREE as in kittens.
I've been working with CiviCRM since 2006 or thereabouts. The community is outstanding in providing support and sharing expertise, which combines with a strong product to enable me in turn to deliver better results for the organisations that I work with. I only hope that over time I will be able to repay the debt by supporting other newcomers to CiviCRM.
As developers for various OpenSource CRM applications, we learned a lot from CiviCRM on its scalability and ease of customization.
CiviCRM community is truly organic cultivating growth for users and developers.
We wish to continue learning with CiviCRM and to tackle future challenges with CiviCRM.
Lisa presented this work at the SF Meetup in March. Her presentation slides are here
Three years ago I set up a Drupal-based community site for our children’s K-8 public charter school. As the school’s needs grew, I integrated CiviCRM to enable online enrollment, tour registration, ticket sales, volunteer hour tracking, and other functionality that had previously been accomplished through unwieldy paper forms.
As I began to work more closely with a local arts education non-profit, I realized the lessons I had learned from working on the school site were directly applicable to the organization’s needs. SFArtsED runs a summer camp program for children. Till this year, all registrations were completed on a paper form that was sent, along with a check, via snail mail. The Registrar mailed back four forms to the parent, who filled them out and mailed them back to SFArtsEd, along with a receipt for payment. Last month I set out modernize their camp enrollment process using Drupal, CiviCRM, Ubercart and Webform Integration.
Submitted by SarahGladstone on July 24, 2012 - 17:02
I blogged a while ago about "Putting the R back in CRM" about the limits on relationships in the self-service areas. Well I am happy to have an update. I (Pogstone Inc) have sponsored the creation of a new extension ( along with JMA Consulting). This extension is taking advantage of the CiviCRM extension framework for modules, so it should work under Drupal, Joomla or Word Press.
Submitted by SarahGladstone on July 10, 2011 - 01:14
Since CRM stands for Constituent Relationship Management, one would expect to have robust capabilies for dealing with relationships. This expectation is met when using the staff areas of CiviCRM.
However, in any of the self-service areas such as event registration profiles, membership profiles, and stand-alone profiles then relationships are missing. Each profile can only be used to collect information about a single contact.
This lack of support for relationships causes headaches in the following situations:
Eli Beckerman is the second winner of a copy of Using CiviCRM from Packt Publishing. Eli is excited about the potential of CiviCRM to organize bottom-up transformations to deal collaboratively with the many crises facing the world today.
A few months ago as our organization was just starting to use CiviCRM, Dave Greenberg recommended that we look at CiviCase as a solution for our admissions team to keep track of prospective students. As a collection of activities associated with a client, CiviCase looked like a great way to record our interactions with potential students as we made initial contact, followed up, received communication from them, sent more info, and then accepted their applications. From a DB point of view, yes, it is a nearly perfect way to store that information. But from a UI point of view, we had a long way to go before our admissions team would be able to painlessly get the data in, work with and update it once it was there, and then be able to get it back out in the form of reports. Here's what we did to make that happen (and more!):
Submitted by Deepak.Srivastava on July 22, 2010 - 02:53
A school needed an online admission application process to be developed and integrated with CiviSchool. The application form is a different workflow from the online family forms. Web Access helped convert this idea to working application as part of the CiviSchool Project. I have been working with Web Access on this project and we have completed most of it. Now seemed to be a good time to let everyone know about what we have done so far. Here is how the admission workflow is -
Parent account setup :
A parent goes to the school site and uses a civicrm registration profile to create an account and enters the site. The account automatically gets assigned a "Applicant Parent" subtype.
Filling admission application forms :
From the dashboard parent fills admission application forms for an applicant (child). Parent can apply for 1 or more applicants. All applicants are assigned a "Applicant" subtype.
Submitting a payment :
Depending on whether financial aid is taken or not, parent submits a payment for an applicant. The payment is done via contribution page with contribution type - "Application Fee". Since parent is the one making the payment, to keep track of which applicant the payment is being done for, an extra argument is passed to the payment/contribution url. We using a hook to make all the checks and link the payment to the applicant.
Scheduling appointments :
Once the application is complete and payment is made (if needed), parent can schedule a child visit or a parent interview. A school tour could be booked at any stage of the process.
We've been hard at work implementing an online set of forms to collect family information for the school module. This is one of our final projects for the year and eliminates the tedious summer ritual for the admin staff of sending paper forms to the 200 school families and for the parent to fill out the same information every year. This also saves the admin staff from entering that same information into the SIS
We've built this work on the parent portal that we launched late last year. Parents can update information on themselves and their children anytime via their drupal account. The form is composed of 5 sub-forms:
Household Information: Name, Email, Phone and Address of the household. We currently support 2 household and 4 contacts. These are stored as CiviCRM contacts with a relationship link of type Parent / Child to the student. We created a custom group to store which household a parent belonged to. We did not use CiviCRM's household functionality.
The next phase of the CiviSchool project is collecting and maintaining all parent / student information online. This avoids the annual filling out forms work by the parents, and also the stuffing of envelopes by school staff during the summer and reentering all the information in the SIS when school starts.