FEATURES

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Phases and Activities

The processes can be set into broad groupings (phases) and broken down to specific activity points. Individual activities can have numerous items of information added to it, be it a note, an alert, a document or email.

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Case Template

Enable an administrator to specify phases and activities, status and alert types and conditions.

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Custom Fields, Form Building

A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development.

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Contacts, Clients and Stakeholders

ChilliDB captures and manages any information you may wish to store on stakeholders, clients, and their staff through Organisations and Contacts.

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Surveys

Use surveys to capture anything from assessments, evaluations to information updates. Provide online pre-populated forms to your clients and have their responses automatically merged back into ChilliDB

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Data Mining

The Data Mining module allows you to mine, group, aggregate and summarize information within ChilliDB.

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Search Screens

Allows searching of both standard fields and Custom Fields

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Visualisations

Allows you to visualise your data

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Mailchimp Integration

Integrate with Mailchimp and link your distribution lists in ChilliDB to a Mailchimp list.

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Workflow

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.

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Colour Flagging

Colour flag your contacts and organisations. Using colours helps visually identify key contacts and organisations quickly. For example you could create the flag Concern with a red color and filter for contacts who have this concern flag.

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Activity Tracking

Record all your client interactions for activity tracking. Save more time as Emails/SMS are automatically stored against clients for 360 degree view

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Alerts and Notifications

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.

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Distribution Lists

The distribution stats page shows your lists performance and sources of your subscription and un-subscriptions, you can use the subscription rules feature to automate who should be added and remove from your lists based upon your criteria.

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Referrals and Allocation

Support facilitators can manage their case load and pass cases to their line supervisor, or refer on those cases. Cases can be accepted, rejected and reallocated.

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Case Worker Notes

Define and manage information about organisations and contacts following your business needs.

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Notes and Role Based Security

ChilliDB Notes is where you record all communications and interactions that you have with your Contacts, Clients and Organisations. Allow the storage and linkage of all interactions and communications with clients and other service organisations. Notes can include file attachments also. The Notes Sensitivity function allows the Note creator to assign roles to users and restrict who sees what, particularly useful for sensitive documents.

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Messaging and Communications

ChilliDB Messaging allows professional personalised communications to be sent through ChilliDB. Messages can be sent as Emails, SMS and Faxes and you can create Distribution Lists for managing your regular communications. ChilliDB allows you to create rich HTML emails for your messages.

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Data Management, Cleansing, Needs Assessments

The ChilliDB Client Administration module allows you to isolate clients that are provided services into individual programs, implement security around who can work with those clients in each of those programs, and then build all of the forms that you need to support that program using a collection of features to fast track your setup.

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Event Management

ChilliDB Events are ideal for managing your training, workshops and events. 

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Reporting

Reporting allows for parameterised and professional reports to be created and then upload into ChilliDB for other ChilliDB users to view.

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Xero Integration

Use Xero to automatically invoice your members from ChilliDB and receive confirmation of payments as they occur.

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Membership Management

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.

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Advanced Search

Advance search can be used with contacts, organisation and notes. This feature makes it easier to filter on multiple items using the "one of" operator. For example you can quickly search for two different types of organisations.

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Service Delivery

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.

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Geocode

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.

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Notes and Message Templates

Simplify your membership management with support for unlimited members, paid and non-paid membership and renewal tracking.