Subscriber

SubscriberCRM is a CRM software designed to assist organizations, particularly charities, in effectively managing their memberships, fundraising efforts, events, volunteers, and gift aid processing. According to the vendor, it provides a comprehensive view of supporters and enables organizations to engage with them, understand their needs, and maintain relationships. SubscriberCRM is suitable for small to large organizations, with a specific focus on charities and non-profit organizations. It is widely used by charities, trade unions, clubs, health & wellbeing organizations, and visitor attractions.

Key Features

Membership & CRM: SubscriberCRM offers contact management features, including multiple addresses for each contact, tailored data views, user-defined fields, and the ability to relate individuals to other records. Organizations can record and track interactions with contacts, such as correspondence, income, event attendance, and groups.

Fundraising: According to the vendor, SubscriberCRM helps organizations effectively manage interactions with donors and prospective donors. It provides structured campaign management, customizable consent preferences, extensive reporting for campaign effectiveness, and integration with HMRC's Charities Online service for Gift Aid claims.

Volunteer Management: The software simplifies volunteer management by allowing easy assignment of projects, accurate tracking of volunteer time, production of detailed reports, and seamless communication with volunteers through email or mail.

Event Management: SubscriberCRM enables flexible management of events, conferences, training sessions, and meetings. It allows organizations to record event details, venues, dates, sub-events, workshops, and breakout sessions. The software also streamlines the booking process for attendees and provides analysis of event attendance.

GDPR Compliancy: According to the vendor, SubscriberCRM ensures compliance with GDPR regulations. It allows organizations to define consent categories, control communication based on contact preferences, record objections to data processing, and manage subject access requests. The software also includes data security measures and integration with HMRC's Charities Online service for Gift Aid claims.

Gift Aid: Organizations can easily record and track Gift Aid claims with SubscriberCRM. The software is compatible with HMRC's Charities Online service for electronic submission, allows configurable restrictions on the type of payments included in claims, and ensures accurate accounting.

Payments: SubscriberCRM offers rigorous accounting features and easy entry of receipts. It includes comprehensive Direct Debit processing, the ability to use custom designs for renewals and reminders, import of bank statements for Standing Order processing, and invoice generation with unlimited payment methods.

Groups: The software allows the creation of various groups, such as branches, regions, special interest groups, and committees. It facilitates communication with group members through email or mail.

Enquiries: SubscriberCRM enables the recording and analysis of all types of enquiries. It includes full description and analysis codes for each enquiry, recording of all interactions and communications related to the enquiry, and easy transfer of membership enquirers to contact records.

Sales: Organizations can manage product sales, including stock control and invoicing, with SubscriberCRM. It allows easy selection of products, quantity recording, price adjustment, and printing of sales documentation. The software also includes receipt entry and accurate accounting features.