Name: CARMIS
Price: 35 USD
Author: NSD Tech

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Service Mesh

Development

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Employee Scheduling

HR Management

HR Service Delivery

Pay Equity

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Code Review

Data Center Backup

Data Integration

Data Masking

Database Load Balancing

Edge Computing

Email Encryption

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Object Storage

SQL Server Performance Monitoring

Unified Endpoint Management (UEM)

Web Content Filtering

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Content Management

Customer Journey Analytics

Digital Asset Management

Digital Content Creation

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Consulting

Sales

Animation

Dealer Management

PCB Design

Travel Agency

Vertical-Specific

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CARMIS is an artificial intelligence-driven case management system designed for non-profit organizations. According to the vendor, it offers a comprehensive solution for managing client data, automating processes, and generating reports. The product is suitable for non-profit agencies of all sizes, from small organizations to large social service enterprises. It caters to various professions and industries, including non-profit organizations, social service agencies, immigration and refugee services, employment and training services, and housing and shelter services.

## Key Features

**Capture all interactions**: According to the vendor, CARMIS allows you to capture and track all interactions within and outside your agency. It provides a centralized database where you can store and manage client data, communication logs, and other essential information. With CARMIS, you can easily record and track client interactions, such as phone calls, emails, meetings, and appointments.

**Get The Unified View**: The vendor states that CARMIS provides a unified view of your non-profit organization by integrating all relevant data and information into a single platform. It enables you to access and manage client records, program data, financial information, and other important data from one centralized location. The unified view provided by CARMIS is claimed to facilitate analysis and evaluation of your organization's performance, support informed decision-making, and improve efficiency.

**ANYWHERE CRM**: CARMIS offers a flexible and accessible CRM solution that can be accessed from anywhere, anytime. According to the vendor, it provides desktop, web browser, and mobile interfaces, allowing secure access to data and reports on the go. Whether you are in the office, at home, or in the field, CARMIS aims to provide the necessary tools and information at your fingertips.

**iCARE BULK UPLOADS**: CARMIS supports iCARE bulk uploads, which the vendor says simplifies report generation for all funders without limitations. It automates the interpretation of iCARE and other funder reports, saving you time and effort in manual data entry. With one-click reporting, you can quickly generate accurate and comprehensive reports for your funders.

**SMART FORMS**: According to the vendor, CARMIS enables you to automate public-facing forms and link them to your website, streamlining data collection and improving efficiency. Smart forms allow clients to easily access and submit information, reducing administrative burden and enhancing the client experience. By integrating smart forms with CARMIS, the vendor claims that you can seamlessly capture and store client data, eliminating the need for manual data entry.

**REAL-TIME REPORTS**: CARMIS provides real-time performance metrics and enhanced client analytics, supporting informed decision-making. According to the vendor, you can generate a wide range of reports, including pre-configured reports, graphical reports, and funder reports, with just one click. The real-time reporting feature of CARMIS is said to enable monitoring and tracking of key performance indicators, measurement of outcomes, and demonstration of the impact of your programs and services.

Basic

Aplos is a nonprofit and church management software solution. With online fund accounting made for nonprofits and churches of any size, the software is built on a platform that also includes giving tools, people management, and reporting.

Aplos Lite

Core

Advanced

Bloomerang Volunteer

Bloomerang Fundraising

The Giving Platform

CARMIS

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

NSD Tech

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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Nonprofit CRM Software

CARMIS

Overview

What is CARMIS?