CiviPlus

CiviPlus is a CRM platform designed for nonprofit organizations, charities, membership associations, and other third sector organizations. According to the vendor, it provides a solution for managing and leveraging data to support fundraising, membership management, event management, grant management, and case management. CiviPlus caters to organizations of all sizes, making it suitable for growing third sector organizations. It is used by professionals and industries within the nonprofit sector, including nonprofit organizations, charities, membership associations, grants and awards organizations, and case management organizations.

Key Features

360o contact management: According to the vendor, CiviPlus allows users to collect and store information on donors, volunteers, and stakeholders in one place. Users can map relationships between contacts to gain a comprehensive view of interactions. The platform also provides the ability to view all interactions for any contact, including event attendance, contributions, emails, and more.

Donations made easy: The vendor claims that CiviPlus enables users to track and manage historical donations from individuals and organizations. It offers the ability to soft credit donations to recognize contributions from multiple sources. Users can also customize and deploy online donation forms. Enhanced payment options, including direct debit and collection of gift aid eligibility information, are available. The platform includes a specialized process management tool for managing major donor and trust & foundation pipelines.

Built-in communications: CiviPlus provides users with the ability to create visually appealing emails using the drag and drop mailing builder. According to the vendor, sophisticated segmentation filters can automatically create mailing lists from the database. Users can also automate and personalize email journeys using the CiviRules engine. The platform allows users to schedule and send automated communications to donors and supporters.

Event management: According to the vendor, CiviPlus offers a fully integrated event management system for both free and paid online and in-person events. Users can track and record attendee types such as speakers, volunteers, and table hosts. The platform enables users to create online registration forms and collect additional information like accessibility and dietary requirements. Users can also automate and schedule event-related communications using personalized tokens.

Membership management: CiviPlus allows users to manage and customize multiple membership types and tiers, according to the vendor. The platform offers flexible payment plans, including fixed and rolling options with pro-rata functionality. Users can automate membership renewals, upgrades, and billing processes. CiviPlus also provides a self-service portal for members to update their details, download invoices, and register for events.

Grants and awards management: The vendor states that CiviPlus streamlines the application process with online forms and document uploads. Users can track and manage high volumes of applications with dedicated workflows, tasks, and reminders. The platform enables users to automate communications with personalized email templates. It also provides a reviewer portal for external reviewers to assess applications and submit their assessments.

Case management: Users of CiviPlus can create and customize different types of cases with specific workflow stages, according to the vendor. The platform allows users to assign tasks and log interactions, which are viewable on an intuitive activity timeline. Users can automate reminder emails for task management and automate case creation from online enquiry forms. The platform also offers the ability to send personalized emails at specified points in the process using rulesets.

Self-service portal: According to the vendor, CiviPlus includes a dedicated self-service portal that empowers supporters and team members. Supporters can easily update their personal details, access a personalized news feed and event calendar, and view invoice history and membership management functionalities. The portal also provides access to committees, directories, CPD tracking, applications, and reviewer areas.