Questions tagged [evaluating-civicrm]

Questions asking about how appropriate CiviCRM is for a certain use case or environment, generally from the perspective of someone who hasn't installed CiviCRM yet.

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45 views

Where can I find information about CiviCRM?

Hello my name is Joel and I have a series of questions about CiviCRM. Who can implement CiviCRM? Is the developer, the supplier (local?) or regional partner? Do you have a technical service? Which ...
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1answer
38 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
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1answer
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Tracking Call Histories

I am looking to track the following information for each call made: Attempt Number Status of Call (No Answer, Busy, etc) Date and Time of call Who made the call If possible, the length of the call ...
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137 views

Reality check: Can CiviCRM be implemented by a nondeveloper with limited time?

I am the director and only employee of a nonprofit with 2500 members. The president of our Board has set up a modest website hosted on GoDaddy, and now expects me to implement a membership database in ...
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65 views

How to download CiviCRM - no coding?

How do I download and start using CiviCRM if I know no coding? Is it possible? Is there any easy step by step tutorial?
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1answer
46 views

When switching to CiviCRM from another system, what do I need to consider?

We are currently using a different software for managing members, fees and donations and now considering to move to CiviCRM because it is easier to for multiple people to work on the data. What are ...
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2answers
107 views

Can you use civicrm for inbound marketing instead of HubSpot?

We are considering using HubSpot with our Drupal 6 website to help with lead generation. Is anyone using civicrm for his purpose? Can civicrm create workflows once someone opts in via a form? ...
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3answers
215 views

What of these CiviCRM features comes 'out of the box'?

On the CiviCRM demo -- there are lots of great features / fields etc. What comes standard?
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4answers
315 views

Can CiviCRM manage sales opportunities?

Has anyone successfully used CiviCRM to manage sales opportunities? I appreciate that this is more of a business feature. However, charities and non-profits in the UK (and perhaps elsewhere?) ...
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3answers
77 views

No coding no CIVICRM? Or..?

I run a small but growing non-profit and I was looking into CIVICRM as our much needed CRM system. Now I know no coding at all, can I still custumie and use CIVI or do I nedd to know coding?TY!!
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545 views

Is CiviCRM for us?

We are a small NGO with three full time office staff and currently a few hundred supporters. Most of our income is from grant makers, we have approx details of approx 250 grant making trusts and ...
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814 views

Call to undefined function dl() error w/Joomla 3.5.1 & PHP 7

I've just installed CiviCRM on a Joomla 3.5.1 site to learn how to use it. I am seeing an issue that I have a question about. As long as I use Php 5.6 the installation works properly. If I try to ...
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1answer
32 views

How many users in a network

We are a non-profit transition movement in Norway. If we as ha "head office" sign up for a user license, will all our grasrootgroups (=neigbourhood) around in Norway be able to use the same license?
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91 views

We don't use the listed content managers. Can I still use CiviCRM for contacts?

We use SilverStripe as our content manager for our web page. Can I still use CiviCRM for contact management only? We currently have excel spreadsheets, Outlook, and Mail Chimp, and need to ...
2
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1answer
52 views

Using CRM to manage walking groups

We are looking for a program to manage walking groups. These groups may be part of health education, work-place based, or location based (such as a park). At the very least we want a way for ...
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1answer
232 views

The Cost of Civi [duplicate]

I work for a charity and we are considering Civi as I used it through a previous workplace. I was wondering what the costs are - is it one off or monthly? Are you able to give me a rough quote for ...
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1answer
29 views

Can any New Zealand-based NFPs share their CiviCRM experiences?

In the absence of a "users" mailing list where I would normally post this, I'm based in New Zealand, and I'm looking for New Zealand-based end-users or administrators of CiviCRM happy to share some ...
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612 views

How do we set up WordPress front end pages to allow our team to access CiviCRM admin tabs etc.?

After viewing the video of this webinar, I'd like to emulate the page that Erik Hommel had shown. CiviCRM 101 for Newbies https://www.youtube.com/watch?v=a5bjr0s02NQ It looks like he had a front end ...
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1answer
54 views

Is CiviCRM a 'master database' / 'master system'?

The membership organisation I work for currently has serious issues with it's membership databases. That information is currently split between a wordpress user database with an extension s2pro which ...
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1k views

Best WordPress theme framework for correct display of CiviCRM?

For those who develop for CiviCRM on WordPress, what theme frameworks do not work with CiviCRM, what theme frameworks do work without problems, and which seem best for displaying CiviCRM content? I'...
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1answer
68 views

member login; view & pay pledges

I run an organization that takes pledges from members. I am looking for software that would allow members to login to their accounts; view past and outstanding pledges and pay online for any money ...
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1answer
172 views

is there a maximum number of memberships?

Is the number of contacts or memberships we can manage for free limited ? I don't see this information on your website.
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How to link preexisting fundraising pages to 'contributions' when setting up CiviCRM

My NGO is thinking about setting up CiviCRM primarily to coordinate donations but we're totally new to all of this. We have various preexisting fundraising pages and profiles on other websites through ...
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1answer
61 views

Chamber of Commerce with multiple levels and sublevels of membership

I am in the process of evaluating CiviCRM for a Chamber of Commerce site that I am working on. This specific Chamber has 4 levels of membership, each with 4 levels within it, So: Classic with 1 to 5 ...
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174 views

Suitable for online social group?

Im a board member of an online social group. We are looking at updating our website and backend IT systems to include online registration, subscription management, member database, self managing ...
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82 views

I have a list of requirements I am looking to fill — Can CiviCRM do these?

Thanks for the help. Our organization, and registration is fairly complex. We have three branches: volunteers, athletics, and scouting. All branches support all ages. We have one general membership ...
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Howto order and manage ordered items

I use Drupal 7.43 with CiviCRM 4.7.2. My task is to create a little form for ordering items. It is just one single item which can be ordered and the payment can be done later on via bank transfer. I ...
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1answer
81 views

CiviCRM Managing Contacts in a Group

I face difficultly validating individual contacts to a group who must be a member of its parent group. For Example I have groups such as sales executive-north, sales executive-east,sales executive-...
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2answers
264 views

Theming Civi Vs Drupal

Since myself new to civi and drupal combination in certain case we need drupal as backend for few functionalities/workflow, and few functionalities works civi as backend. So my concerns is where would ...
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2answers
169 views

Is it possible to install CiviCRM offline using WAMP?

My company is interested at offline CRM. I would like to ask. Can CiviCRM be installed on WAMP server? Is it easy to customize fields by the needs of company without to be proficient in Programming/...
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5answers
276 views

How to migrate Raisers edge data to CiviCRM?

We have large data in Raisers edge.We need to migrate Raisers edge data to CiviCRM. How to migrate Raisers edge data to CiviCRM?
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1answer
55 views

Our CMS is Expression Engine. Does this mean we can't use CiviCRM?

Is it possible to use CiviCRM when we have a website built with Expression Engine rather than Joomla, Drupal or WordPress? Thanks Karen
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1k views

What is the price of CiviCRM?

Can i know the price for this CRM? I'm planning to get a CRM application for our organization and this look like a perfect match. Appreciate if you can let me know the cost for the full implementation
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67 views

Getting civicrm in Israel and in Hebrew and English

Is this program available in Israel, also with Hebrew and English? I would want to have it customized to our needs. Thanks, Debbie Perla Hannaton Educational Center
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69 views

CiviCase Use Examples for Donor/Grant

I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more ...
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116 views

How do I set up CiviCRM?

This is literally the most basic of questions. I am looking for a free donor management software for the nonprofit I work at, and after all my research, CiviCRM looks like the best option! But I have ...
2
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1answer
645 views

CiviCRM + Drupal + Office 365 Integration

We are working on the project with CiviCRM with drupal CMS. In some case we need office 365 mail in the dashboard with the inbox,draft, sent items etc. i would like to know the possible option to ...
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2answers
56 views

Onboarding CIVICRM

My name is Nada Kartouch and I am helping thinkforward charity to find suitable CRM system to support their work. The charity is based in London and looks after less-privileged teenagers to help ...
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2answers
167 views

What is the largest number of customer records that civicrm supports?

I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit. Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
3
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1answer
41 views

Best way to setup lists

I am familiar with Drupal and just evaluating Civicrm and having looked around not sure of the best way to do something basic so before going too far though I would check. I need to manage a ...
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2answers
50 views

Is CiviCRM right for a non-profit medical group?

Would CiviCRM be appropriate for a 501(c)(3) medical group practice's philanthropic endeavors?
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2answers
32 views

Hiking Club Membership and Hike Recording

We're a small hiking club in South Africa, around 150 members. Our old software is no longer adequate and we're looking for something that will handle our membership as well as our portfolio of hikes....
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1answer
66 views

Is CIviCRM compatible with Concrete5?

Our website is built on the Concrete5 platform. Is CiviCRM compatible with Concrete5?
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88 views

Does CiviCRM have camp or conference housing capabilities?

I am evaluating CiviCRM for a camp and conference center with extensive on-site housing (former college campus). It seems very well-suited except that it seems to be lacking a housing piece. The only ...
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1answer
281 views

Is CiviCRM compatible with Postgres and Wordpress?

Is there a version of CiviCRM that's compatible with Postgres and Wordpress?
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1answer
146 views

What is required to run CiviCRM on Platform.sh?

Platform.sh is a managed hosting service & devops infrastructure with support for Drupal and Symfony (and apparently any arbitrary php application). What additional considerations are there for ...
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108 views

Entity Relationship Between Grant and Case

I'm exploring Civicrm for a client that processes emergency grants for individuals with medical, and other issues. There is a process to fill out forms which often requires follow-up in the workflow. ...
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4answers
200 views

Sorting by clicking on column headers

I'm evaluating CiviCRM for my organization and noticed something about the demo report tables that concerns me. Hopefully I'm just missing something. Do I have to create a new report or modify an ...
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2answers
90 views

Does the core Moneris payment processor work?

I have a US-based org that is exploring using Moneris with a CiviCRM contribution page. The core Moneris payment processor seems a little rough -- is anyone using it/does it work? The Wiki page for ...
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291 views

Does CiviCRM fulfil our charity's requirements?

I work for a very small UK-based homeless charity. We work alongside a similar organisation, and are looking to share information on a cloud based database. I work from home on a Mac, and the other ...