ZigaForm version 5.3.5

Client Impact

Client Management Software

What are you looking for in your next client management software?

✓ Intuitive interface, easy to use CRM software solution

✓ Knowledgeable and friendly support online or by phone

✓ Customisable client profiles and organisation profiles

✓ Direct associations between volunteers and clients

✓ Tracking and reporting on hours, outputs, feedback

✓ Individual and mass targeted email and text communications

✓ Desktop and mobile online portals for applicable clients

✓ Encrypted data storage in Canada

✓ Encrypted data storage and GDPR compliance

 

 

Client Impact on various devices
CI Demo

Client Impact Feature Overview

Client Profiles

* Comprehensive contact information
* Unlimited custom fields of various types
* Client photo
* Find client profiles from any screen

Organisation Configurations

* Unlimited number of administrators
* Ability to limit functions available to administrators
* Custom branding of a client portal
* Connect social media feeds to our client management software

Tracking and Reporting

* Custom reporting based on client interactions
* Association between specific volunteers and clients
* Save search queries on frequently used reports
* All data exportable to Excel for advanced reporting

Individual & Targeted Mass Communications

* Email clients directly from the software
* Email clients based on a customisable set of filters
* Merge ‘First Name’ into email
* Dress up your emails tables, fonts, color, pictures
* Record of emails stored in the software
* Send text messages

Desktop & Mobile Online Client Portals

* Clients (who access the internet) can update their contact details
* Keep clients up to date with news that affects them
* Use our client profiles software to brand the portal to your organisation’s look

Awesome Support by Phone and Online

* 24×5 Phone support and chat support
* Weekend email support for CRM software solutions
* Searchable online user manual with videos
* Over 125 years of nonprofit sector experience
* Onsite and web meeting training available

Professional Data Hosting & Protection

* Part of your HIPAA compliance strategies
* Data encrypted in transit over the internet
* Passwords encrypted (such that not even we can read them)
* 24x7x365 server monitoring for intrusion attempts & prevention
* Penetration tests on our servers run annually
* Brute Force Protection to prevent password hacking
* Optional Two Factor Authentication for administrators
* 5 year uptime of 99.997%
* For more information see Why IT Loves Working With Us

Enterprise Functionality

* For organisations with multiple locations / departments
* Allow some decentralised configuration within your accounts
* Centralise appropriate configuration options across your entire system
* Produce reports across selected or all accounts
* Communicate with clients across selected or all accounts
* Email templates available to all accounts

Fully Integrated with Volunteer Impact

* Associate specific volunteers with specific clients
* Control what client data associated volunteers can see
* Collect reporting feedback on clients from volunteers
* Restrict or grant administrative access to Volunteer Impact

Book some time with a Software Sales Advisor

Why schedule this time with Daniel?

Get some help in determining which version of our software is the best fit for your environment

Ask whatever questions you have based on the software demonstrations online

Get answers to questions about pricing, preparing a quote or placing an order

 

Better Impact Reviews

 
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