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Kintera Sphere CRM (Constituent Relationship Management)

Kintera Sphere CRM (Constituent Relationship Management) helps you centrally record and manage the most important aspects of your relationship with your constituents. Build more complete constituent profiles with extensive standard profiles, custom fields, and dynamic segmentation. Automatically record both online and offline interactions for a more complete view of your interactions. Track your constituents’ relationship with your organization, other members of their household, as well as other constituents in your database. Run campaigns and appeals with greater efficiency and reporting.

We offer complete database integration solutions for in house and commercial legacy systems such as GiftMaker Pro, Team Approach®, The Raiser's Edge®, and DonorPerfect™. While Kintera Sphere CRM integrates well with most database systems, it can also function as the sole donor management system, meeting your entire database needs.

Constituent Relationships and Profiles

• Households – Group individuals into households with aggregated profile and financial information.
• Addresses – Manage multiple sets of custom addresses for each constituent. Set dates indicating when an address is effective to ensure your communications get delivered.
• Salutations – Select from 30 standard salutations or create custom salutations to ensure appropriate personalized greetings in your communications.
• Financials – Record all online and offline purchases and gifts, both single and recurring. Pledges can be managed to track individual giving periods, schedules, and amounts. Track soft credits to recognize those who helped bring in the pledge.
• Interactions – Centrally record your constituents’ online and offline activities. Define custom activity types. Enter notes about interactions and manage tasks associated with that constituent.
• Relationships – Identify relationships between constituents such as employer / employee and track relationship dates and details. An integrated Sphere of Influence system visually displays the connections between your prospects.
• Advanced Query Tool – Use the simple Search feature for common fields like Last Name, or an Advanced Query Tool (available with Kintera Sphere CRM only) which allows you to build and save complex queries built against any field.
• Custom Profile Fields – Create and organize custom fields for constituent records. Capture standard and custom profile data through customized online and offline forms. Fees for additional custom fields may apply.
• Segmentation – Use simple folders to create and save segments and mailing lists based on profile, behavioral, and other data categories. Constituents are added to segments while you edit their record, when they submit forms, or when they meet criteria you define.
• Administrative Privileges - Manage user access to specific functions or constituent data.

Special Add-on Features

• P!N Electronic Screening®* – Easily find, profile, monitor and rank the wealth in your database, using the most powerful prospect screening tool available.
• CASE® Matching Gifts Clearinghouse* – Get details about the matching gift policies of your constituents’ employers. Uncover additional streams of gift revenue that you might otherwise be unaware of.