CiviCRM helps my clients move past entrenched habits that see them keeping records in locally saved spreadsheets and stacks of paper. Once they are freed up from manual processes, they can focus on improving their services and offerings rather than constantly digging through data.
CiviCRM is a cost-effective CRM made especially for nonprofits. Since the purpose of Drishtant is to help nonprofits to leverage technology for deeper social impact, we offer a hosted version of CiviCRM as a great way to manage relationships.
We help many not for profits implement CiviCRM through consultancy, training, configuration and custom development. Many of them come from a painful world of old Access databases, multiple spreadsheets and even paper. It's really satisfying to
help people move on with a system that's so much in tune with their own ethics of sharing and collaboration. We also 'eat our own dog food' and use Civi in-house for our client records because we love the flexibility and control it gives us.
For us it's important to share code and advice with other members of the community when we can because we know we get it back in help at other times. The community really is awesome and one of the friendliest and undaunting I've come across. We appreciate the huge value of the software to us and our clients so we try to contribute back and make it even better.
CiviCRM helps us help non profits to do fantastic things with their data.
Being closely involved with the developers and documentation team on a daily basis ensures that we can give our clients the best and most up to date advice on how they can use CiviCRM to meet their needs.
I have used, recommended, designed and supervised the implementation of CiviCRM. I am also building the CiviCRM community in Mexico. I am interested in partnership/coalition-building, advocacy capacities, managing constituency making, campaigns and petitions from citizens to improve policies
I have been working with CiviCRM (Drupal and Wordpress), for around 7 years, in various organisations around Australia, from national to the local. I feel it's the perfect not-for-profit contact database and fundraising option. Always up for chat about it all.
<Cross posted from Advomatic.com The code blocks will be easier to read there.>
Sometimes after launching a new site our clients find that there are fields and features in CiviCRM that they don't use. We are working with a client that wants to remove all fields and features that aren't useful in order to simplify their user interface and make it easier to use. This includes things like SMS features, email signatures, and demographics. There are also several fields that they wanted renamed to be more consistent with the legacy system that they migrated from. To fulfill this requirement I used a combination of template overrides, and CiviCRM's translation system.
First up I should point out that if you do want to go down this path you need to make clear to the client that this will take a fair amount of effort up front (hopefully less for you now that you are reading this recipe). Additionally, if/when you upgrade CiviCRM these customizations will need to be reviewed at the very least, and possibly even re-done to some extent. So while this customization will make things more usable for CiviCRM administrators, it will add cost to both the initial site build, and to ongoing maintenance.
By definition CiviCRM is used by many organizations in the political sphere. For those organizations working in the US one useful metric to have on your contacts is their congressional district. Up until now this has usually been accomplished with either custom code, or exporting your contacts, sending them through a bulk lookup tool, and re-importing them. There is now an easier way to get this with the CiviCRM Sunlight Congressional District module.