The Databank is a web-based, customizable relationship management tool. Combine it with Modules and Power Tools for a comprehensive system.

Databank

The Databank is a relationship management database, used to store information about constituents and communicate with them. Far from a basic system, your Databank comes with all this:

• Personal Information - Customized tracking of name, address, contact info, categories, contact preferences (e.g. do not mail, unsubscribed email), and other items designed according to the client's preferences and needs.
• Contact History - Track detailed communication histories for each individual or organization in your Databank. Stores date, who made the contact, contact method, and a note.
• EZQuery - Quickly search by first name, last name, email address, company/organization, or ID number.
• Advanced Search - Easily search by virtually any field in your Databank! Search modes include New, Filter, Add, and Remove.
• Saved Search - Save time when you can save your multi-step search, give it a name, and replay it at any time.
• Roster Report - Create your own list report based on information in your Databank. Print the report from your screen, copy and paste into a spreadsheet, or create a downloadable text file.
• Export (download) - Create files in a variety of formats, compatible with other applications such as accounting software.
• User Account Management - Detailed permission levels can be established for different user accounts. One user account is always included with the Databank and you can add more at any time.
• Duplicate Management - Identify potential duplicates by five different methods, then specify exactly how you wish to merge the records.
• Relationship Tracking - Create relationships between records in the Databank, such as family members or coworkers, linking their names.
• Bulk Email - A bulk email tool is built right in! Send personalized text emails to any selection of people from your Databank. Unsubscribe requests and bounces are handled automatically.
• Bulk Text Messaging - A 160-character message can be sent to any selection of people in your Databank, as long as they have opted in and indicated their mobile service provider.
  

View our other products and choose a customized set of Modules and Power Tools for a comprehensive system.

Common search terms include: relationship management software, databank, membership management software, donor management, donor tracking software, The Data Bank.

Enhance your Databank with Modules and Power Tools

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