List Master CRM

List Master CRM is a web-based Constituent Relationship Management system designed to efficiently track information about key contacts while effectively managing relationships, donations, grants, events, and campaigns. It serves as a comprehensive contact management database that helps organizations streamline their operations and enhance communication with stakeholders. The vendor asserts that List Master CRM is suitable for organizations of all sizes, including nonprofit organizations, businesses, schools, and companies. It caters to a diverse range of professions and industries, such as nonprofit organizations, business organizations, educational institutions, healthcare organizations, and government agencies.

Key Features

Sophisticated donor-management system: According to the vendor, List Master CRM offers an intuitive search feature that simplifies the management of mailings and campaigns without the need for complex query language.

Build relationships: Users can maintain detailed records of interactions, including phone calls, letters, meetings, emails, and bulk email. The vendor claims that List Master CRM enables effective tracking of follow-ups and next steps.

Track transactions: The vendor states that List Master CRM allows users to manage intricate information about donations and other transactions, and generate comprehensive financial reports to gain insights into their organization's financial performance.

Send mass emails: List Master CRM provides users with the capability to manage e-newsletters and other emails directly through the system. The vendor asserts that users can access detailed records of each email sent and monitor open rates and link clicks to measure engagement.

Manage events: According to the vendor, List Master CRM offers convenient features for setting up online event registration, recording participants and their transactions directly into the database, and efficiently managing and tracking event details.

Manage volunteers: Users can maintain detailed volunteer profiles, track hours, mileage, and activities, and effectively oversee and engage their volunteer base, as claimed by the vendor.

Website integration: The vendor claims that List Master CRM seamlessly integrates information from users' websites into the database, capturing donations, contact forms, event registrations, and more, simplifying data entry and ensuring data accuracy.

Easy access for multiple users: Users can access the List Master CRM database from anywhere with an internet connection, without the need for software installation or setup. The vendor states that List Master CRM allows for unlimited users at no additional cost, facilitating seamless collaboration.

Automatic membership updates: List Master CRM simplifies the management of membership records by automatically updating membership status based on defined criteria, ensuring accurate and up-to-date member information, according to the vendor.

Automatic thank you letters/receipts: The vendor claims that List Master CRM enables users to generate personalized thank you letters and receipts, customize them with their organization's logo, and send them via mail or email to express gratitude to their supporters.