IM Enterprise. Business Software for Non Profits

Transcription

1 IM Enterprise Business Software for Non Profits 1

2 Features & Benefits Modular Design By integrating all modules into one application, IM Enterprise provides a flexible solution for your entire organization Our user interface quickly shows how all modules are interconnected All modules are included in one price Easy to use learn and navigate the system quickly through intuitive screens Integrate fundraising, membership, accounting, receipting, events, programs, volunteers, communications, and much more 2

3 Constituents Constituents are the extended family of your agency. essentially any person or organization that your agency has any contact or communication with. Constituents may be; Donors, Solicitors, Volunteers, Clients, Care Givers, Members, Students, Alumni, Suppliers, Prospects, Friends, Parents, Children, or even Pets. Easily Find a Constituent 3

4 CRM (Constituent Relationship Management) Manage all the relevant information about each Constituent from one screen Maintain unlimited Individual and Organization records Each constituent belongs to a Family Maintain multiple addresses for each constituent 5 Salutations Maintain unlimited relationships between constituents such as; employer-employee, prospectsolicitor, social worker-client, family members, etc. Create your own custom Constituent Types such as; Donor, Volunteer, Solicitor, Staff, Prospect, Member, Parent, Child, Student, Alumni, Client, etc. 4

5 Create your own custom demographic fields for any constituent type, such as; volunteer, or donor, or client information 5

6 Each constituent can belong to unlimited Lists that you create Track all financial transactions received from, or paid to, constituents, such as; donations, cash sales, gifts-in-kind, accounts receivable, accounts payable, grants, and pledges Track Planned gifts and assets belonging to constituent Track all communications sent to each constituent such as; direct mail solicitations, newsletters, , annual report, grant proposals, personal asks, application form, etc. Track all participation by each constituent in Programs such as; events, donor recognition, training programs, grant processes, etc. Unlimited addresses Track Education background Track User Tasks assigned to each constituent Manage Documents pertaining to each constituent such as Wills, Application forms, letters, etc. 6

7 Money Manage all money received from, or paid to, a constituent Manage donations and cash item sales from the same screen Easily split each transaction and assign portions to multiple Programs and Funds Send gift receipts or business receipts, or both, for a single transaction Manage Accounts Receivable, Accounts Payable, Grants Receivable, Grants Payable Send Invoices for accounts receivable Manage multiple Soft Credits and Tributes from a single transaction Track Solicitation responses, Campaign, Solicitor, and Team, for each transaction. Batch Processing 7

8 Manage Pledges and Preauthorized payments 8

9 Accounting Built-in Accounting Create and manage your agency s Chart of Accounts Create unlimited Account Categories for Assets, Liabilities, Net Assets (Equity), Income, Expenses Create unlimited Sub Categories for each Category Set default Asset and Liability accounts to be credited or debited for different types of transactions Manage account Transfers and Adjustments 9

10 FUNDS Create and maintain unlimited Funds Assign Funds to Investment Pools Create custom Investment Rules that distribute investment earnings to the Funds that make up a pool, based on daily-weighted average of each fund Create custom Management fee Rules to apply expenses to Funds 10

11 Communications Within the Communications module you can manage: Messages (messages sent to constituents) Lists (lists that constituents belong to) Internal Messages (between system Users), Receipts (Receipts and Thank you letters) Tasks (Reminders and tasks that you have) Notices (Member Renewals, Pledge reminders, Birthdays, and Tributes) Documents (reference your agency s documents) 11

12 Messages Manage all your communications with all your constituents Create unlimited Message categories such as; Direct Mail, Newsletters, Application form, Grant Proposals, etc. Create unlimited Messages that belong to a category such as; Fall Direct Mail, Winter Newsletter, Foundation grant proposal, etc. 12

13 Easily build Recipient lists for any message you want to send out Easily build the Recipient list for each message and track a history of all messages delivered to each constituent Measure and analyze the responses and effectiveness of solicitations 13

14 Lists Powerful List management Build custom Lists to easily track and retrieve constituents by a List such as; Individual Member, Corporate Member, Major Donor, Monthly Donor, Tribute Donor, Major Gift Prospect, Planned Giving Prospect, Event Volunteer, Program Volunteer, etc. Manage Receipting processes and track receipts sent to all constituents Manage Notices such as; Member Renewals, Pledge Reminders, Accounts Receivable notices, Birthday cards Send and track Internal Messages among Users of the system 14

15 Tasks Track all your pending Tasks. Documents Manage the location all of your agency s documents 15

16 Program module The Program module lets you organize and manage all of your agency s Programs and Projects through several pre-defined Program Categories Customize each Program by selecting the components you will need 16

17 Create and manage unlimited Programs such as; Galas, Golf Tournaments, Conferences, Educational Courses, Donor Recognition, Food Bank, Meals on Wheels, Service Delivery, Facility Rentals and bookings, etc. 17

18 Create Sub-Programs Configure pre-defined Activities related to a program Track and manage the details and activities of Participants in any program Track and manage the details and activities of Volunteers or Workers in any program Configure unlimited Locations and Sessions for any program Create Budgets for any program Track income and expenses for any program and compare to budget Track Messages associated to any program such as; Invitations, Announcements, Grant Applications, Intake forms Create Processes for any program Track Documents pertaining to any program 18

19 Security module Our powerful yet flexible security module lets you define which users have access to which records and reports Supports multiple agencies (under special licensing) Supports multiple Branches, Departments and Users per agency Powerful, yet flexible, security structure to set Form-Level as well as Row-Level security for any User for all modules Define User Workgroups with pre-set security permissions and assign Users to Workgroups Security Administrator can see who is logged on the system and from which computer at any time Log on and Log off history for all Users 19