CRM Overview

Your CRM is where you manage all your contacts, donors, and relationships.

What you can do here:

• Store and organize contact information
• Track donation history and engagement
• Create households to group related contacts
• Manage organizational relationships
• Save reusable filters as segments

Import Your Contacts

Start by bringing in your existing contacts.

Import options:

• CSV Import - Upload a spreadsheet of contacts
• Manual Entry - Add contacts one at a time
• Integrations - Connect with other tools

Click Add Contact or go to Settings > Import to get started.

Create Households

Households help you group related contacts together (e.g., family members).

Benefits of households:

• See combined giving totals
• Manage relationships
• Streamline communications

Navigate to Households in the CRM menu to create your first household.

Customize Your Data

Add custom fields to track the information that matters to you.

Common custom fields:

• Communication preferences
• Volunteer interests
• Event attendance
• Major gift prospects

Go to Settings > Custom Fields to add your own fields.

Tips for Success

Pro tips:

• Keep contact information up to date
• Use tags to segment your audience
• Review donor histories before outreach

Need help? Click the ? icon anytime.