Everything You Need, All in One Platform
CitySoft brings together CRM, website management, email, events, payments, and more - so your organization runs on one connected platform instead of a dozen separate tools.
Content Management
Build and manage your website, blog, and document library - no developers needed.
Web Pages
Create and edit website pages with a visual editor. Manage navigation, layouts, and content without writing code.
Blog / Articles
Publish articles and news updates. Integrates with email campaigns so subscribers hear about new posts automatically.
Documents
Organize files into a searchable library with access controls. Share documents publicly or restrict to members only.
CRM & Contacts
Your central database for people, organizations, households, and relationships.
Contacts
Centralized database for every person in your network - donors, members, volunteers, and prospects. Search, segment, and track interactions.
Organizations
Track companies, agencies, and non-profits. Link contacts, manage organization memberships, and customize fields for any data you need.
Groups
Manage committees, boards, volunteer teams, and any other grouping. Sync with email lists and let leaders manage their own rosters.
Households
Group contacts into families and households. Manage shared addresses, mailing salutations, and combined giving in one place.
Membership & Engagement
Tools for memberships, events, volunteers, donations, and the forms that connect them all.
Members
Online join and renew, automated renewal reminders, self-service profiles, members-only content, and detailed reporting.
Events
Plan events from start to finish - online registration with payment, flexible pricing, automated reminders, sessions, and certificates.
Donations
Accept online donations with customizable forms, automatic follow-up reminders, honor and memorial giving, and donor reporting.
Volunteers
Recruit and manage volunteers with online applications, automatic group placement, and integration with jobs and forms.
Forms & Applications
Build custom forms for surveys, applications, and job postings. Submissions flow into the database with built-in workflow and review tools.
Continuing Education
Track certification requirements, assign continuing education credits from events and programs, and manage professional development.
Communications
Reach your audience through email, messaging, and online forums - all connected to your database.
Email Newsletter
Send targeted email campaigns with auto-synced lists, campaign metrics, and premium deliverability - all from inside your database.
Forums
Host online discussion forums for members and the public. Moderation tools let admins approve messages before they appear.
Messages
Built-in messaging within the platform for both the online forum and blog commenting functionality.
Commerce & Operations
Online stores, payment processing, reporting, and the operational tools that keep everything running.
Ecommerce / Store
Sell products online with member pricing, inventory management, categorization, configurable shipping, and tax calculations.
Payments
Process payments for events, memberships, donations, and store purchases - with no extra platform transaction fees.
Reports
Create custom reports on any data in the platform. Filter, segment, and export to Excel for analysis and mail merges.
Transactions
A unified log of every financial transaction across the platform - registrations, donations, purchases, and membership payments.
Accounts
Track system transactions and manage custom accounts. Create and manage account records to organize financial and custom transaction data.
Expense Reports
Submit, track, and approve expense reports with multiple statuses - draft, submitted, and paid - plus print and export options.
Platform Tools
Site management, data tools, security, and multi-site capabilities that power the whole platform.
Sites
Run multiple websites and databases from one platform. Ideal for chapters, affiliates, or multi-organization setups.
Data Import
Import contacts, organizations, groups, and event registrations from external files. A custom import wizard walks you through the process.
Security
Role-based access controls, user permissions, and secure authentication to protect your data and manage who sees what.
Job Boards
Post job listings online and accept applications through integrated forms. Applicants are automatically linked to the database.
Sales Opportunities
Track sales leads with deal stages, link to contacts and organizations, and generate pipeline reports.
Activities
Log calls, meetings, notes, tasks, and other interactions. Custom activity types let you track exactly what matters to your team.
Contact & Member Search
Public and member-only search tools for finding contacts, members, and organizations. Integrates with Google Maps and member directories.
Ready to See It All in Action?
Schedule a personalized demo and see how CitySoft can replace your patchwork of separate tools with one connected platform.
Request a Demo