Organization ManagementEvery Company, Non-Profit, and Account in One Place Track all your organization records - companies, non-profits, government agencies, and more - in a centralized database accessible to anyone with a browser and the right permissions. Manage memberships, link contacts, track interactions, and customize everything to fit the way your team works. 
What You Can DoConnected to EverythingOrganizations link directly to contacts, activities, sales opportunities, donations, memberships, and more - giving you a complete picture of every relationship. Organization MembershipsOrganizations can join and renew as members, with automated email reminders sent before and after expiration dates to keep renewals on track. Contact Roles & HistoryTrack who works where - mark contacts as primary, regular, or former so you always know current staff and can see employment history over time. Custom Fields & TabsBuild custom forms, fields, and profile tabs to track exactly the data your organization needs - from grant details to licensing info to anything else. Flexible NamingAlias "Organizations" to any word - accounts, companies, non-profits, or anything else - and that label appears throughout the UI. Categories can be renamed too. Self-Service for Primary ContactsPrimary contacts can log into the website and manage their organization's records through the Manage Your Profile area - updating linked contacts without needing full admin access. Works Great WithSee Organization Management in ActionSchedule a personalized demo and see how CitySoft can help you manage your organization records. Request a Demo |