Administration

ProgressCRM provides your organisation with the ability to manage and extend your ProgressCRM system to meet your specific business needs. You can access and modify files, objects, and queries which define your ProgressCRM system; automate manual processes, and perform other administration tasks.

Features

  • Key Performance Indicators –KPIs: Set any type of targets and be informed when reached.
  • Dashboards: Obtain an overview of any of your organisation's key performance indicators and other important information.
  • Alerts: Set a range of parameters from any data to alert your staff to opportunities such as a donor’s large gift, an expired payment or membership, and link images and sounds to the alerts.
  • SQL Reporting Services: Reporting Services is included with Microsoft’s SQL Server and allows for advanced Business Intelligence type interrogation of the database to create detailed interactive reports.
 

Add-Ons

  • Task Centre: Manage automation, alerting and workflow for ProgressCRM.
  • Web Services: Integrate ProgressCRM with your website or intranet/extranet for Supporter Self-Service and other interactions.