Unified CRM

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Gain a holistic view of each customer

Everything you know about your customers is just a click away

Get a complete view of everyone who interacts with your organization: visitors, members, donors, volunteers, groups, class and camp attendees, and more
Customer history includes every interaction, communication, ticket purchase, contribution, membership, and more — all visible in one glance
Leverage the full-color customer history to inform future engagement

Understand your customer's relationship to your organization as well as to others in your database
Chronicle the impact of your work by tracking the entirety of every customer relationship

Back to Basics: CRM Strategy (article)

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Create a lifelong customer journey

Children

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Create child records for family programming and tot classes

Students

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Track participation in classes, camps, school field trips, and more

Young adults

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Engage young adults who are teachers, mentors, apprentices, and volunteers

Households

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Maintain the relationship history as these young adults establish their own households and grow their families

Grow loyalty

Build on these lifelong relationships as customers become members, subscribers, and supporters

Philanthropy

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Your lifelong customers become your strongest supporters through contributions, gifts, and planned giving

Turn connections into opportunities

Track personal and professional relationships to build networks and expand your impact

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Connect individuals, households, families, schools, foundations, business relationships, and social networks
Streamline household management by sharing common information and maintaining unique individuals' data

Industry-leading security tools protect sensitive information and allow you to set the permissions for what your staff needs to access
Leverage all connections so you don't miss an opportunity for relationship development

Make data-driven decisions

Tessitura was built for customer relationship management. Your data is more than information — it forms the building blocks for meaningful insights. Tessitura provides the tools that allow you to see your customer data in new ways.

All your customer data is available for reporting and insights, helping you identify opportunities to grow engagement
Understand customer behavior and relationships so that you can target people with the right message at the right time

Actionable dashboards let you export data to a customer list, so that your insights can become workflows

Learn more about Business Intelligence

Put your customers at the center

Empower every team to meet your customer where they are to create a seamless customer journey

Leverage the 360° view of each customer to personalize every interaction and communication — in person, on the phone, and online
Efficiently resolve questions, problems, and requests with purpose-built tools
Support every customer with the ability to track and report on accessibility requirements and individual preferences
Communicate with patrons where and how they prefer to be contacted, based on why you are contacting them

Watch: The journey to knowing ourselves & our members >

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