Profiler
A comprehensive Client and Information Management System for any size not-for-profit or organisation, with a real focus on putting people at the centre of your operation.
Simple. Intuitive. Functional
Empower and equip your staff and volunteers to do what they do best – connect with your community.
Profiler is the user-friendly CRM that works for you and fits into your systems. Cultivate and maintain relationships with your supporters and ensure no interaction goes missing.
Explore some of the features Profiler has to offer
Clients – the management of clients and all their details and attributes
Payments – the handling of payments, whether that be in person, online, direct debit, credit card for memberships, services or donations
Regular Payments – for membership/subscriptions or regular on-going gifts. Profiler will manage the payment of on-going recurring payments
Mailings – manage your email, sms and physical mail-outs to your clients or groups of clients
Interactions – never miss an interaction with a client, a complete tracking of incoming and outgoing interactions with integration also available to Microsoft 365 and Google Workspace/Apps
Reporting – get the data out that you want. Save Reports, Schedule Reports and create dynamic reports that can be stored and recalled in one-click
Volunteering – track your volunteers and the roles they perform. Allow them to track their hours, and see what capacity your volunteers have to helping your organisation.
Segmentation – implement segmentation rules that automatically put clients into their correct categories based upon your rules which allows for efficient targeting of client groups
Not everyone is the same
Personalise your donor communications with Profiler’s superior segmentation. Profiler gives you the ability to easily target specific messages to different types of customers, members, or donors.
3rd Party Integration – integration with finance packages like Xero, MYOB and Quicken. Mailing Systems like Mailchimp, Active Campaign. Banking Platforms, Social Media providers, SMS providers, and the Profiler API makes custom web site development possible with data in and out of Profiler.
Website Integration – Free wordpress plugins to allow on-line payment for donations, memberships and other services, direct from your website, through and into Profiler with no extra data entry.
Appeal / Call Centre – running an appeal or call centre? Profiler as a built in Call Centre system for quick taking of payments and updating details of clients while on the phone. Complete tally and tracking of payments incoming and dashboards available.
Portal – allow the clients to update the details themselves. Expiring credit card? New Postal Address? Financial Year Statements, all available in a self-help configurable solution.
PrizeFiler – a add-on module allowing for prize giveaways and tracking
… plus many more features and options within the core Profiler system license.
Contact Us Today
Profiler is suitable for business and not-for-profit big and small. Contact us today to see how we can assist you