Name: CiviPlus
Author: Compuco

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

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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.

Causeview

Essentials

Impact

Empower

Neon CRM

CiviPlus

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Compuco

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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Nonprofit CRM Software

CiviPlus

Overview

What is CiviPlus?