CRM

Constituent Relationship Management

Constituent Records

Tessitura’s fully-integrated system allows you to see a patron’s entire history with your organization in one streamlined Constituent record.

Tessitura Software single-line search

  • Search for records by Constituent ID#, name, postal code, order number, credit card number, gift certificate number, phone number or any user-defined attribute
  • Configurable Constituent Record Header shows relevant summary information and is displayed throughout your navigation of the system
  • Create household accounts to easily group family members together
  • Create organization accounts to affiliate individuals with workplaces or other institutions such as schools, Foundations or groups
  • Easily access a Constituent’s complete history with your organization including contacts, transactions, memberships, special offers, solicitations and event attendance
  • Store multiple postal, e-mail and social networking addresses with contact types, and assign specific mail purposes and date ranges to each address
  • Create unlimited user-defined demographic data fields to assist in analysis and targeted marketing
  • Constituents’ interests can be automatically captured based on purchase history, by operator entry or from website surveys
  • Store research information for fundraising prospects including gifts to other organizations, assets, educational background and user-defined notes

Tessitura Software constituent navigator

Customer Service

  • Record every “touch” with a customer to ensure appropriate communications
  • Create Customer Service issues, searchable by date range, type, contact method, category and origin
  • Categorize and report on Constituent contacts on an ad hoc or scheduled basis
  • Future actions based on Constituent interactions can be assigned to staff and followed-up appropriately

Tessitura Software customer service issue

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