Beneficiary Database

Beneficiary CRM

Maintain a recipient database through the contact screens. This is the same set of screens for donors, but with enhanced functionality.

Different data is on the various tabs according to the contact type. Each tab has specific Information. They contain functions pertaining to that type of information. Record beneficiary history. Set tasks. Assign profiles. Send an SMS. Send an email. Add photos. Upload documents. Manage group assignments. See event history.

In Contact provides a full set of tools for monitoring and evaluation (M&E). To explore that go to the attendance register section or have a look at impact analysis.

If you look at the Donor Database section, you will also a number of features that are not all explained here, but also apply.