FEATURES

Event Management

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

Reporting

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

Mailchimp Integration

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

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.

Surveys

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

Referrals and Allocation

Referrals and Allocations allow support facilitators to manage their case loads and pass cases to their line supervisor, or refer those cases. Cases can be accepted, rejected or reallocated.

Notes and Message Templates

Define Message Templates with HTML and Plain Text content to ensure that your messaging matches your recipients preferences and personalise all emails to include people’s names and other key information. 

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.

Activity Tracking

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

Contact Management

Capture and manage any information you may wish to store on stakeholders, clients, and their staff through Organisations and Contacts.

Alerts and Notifications

Alerts and Notifications can be set to add reminders and drive workflow activities, ensuring an activity can be followed up at a later date.

Visualisations

Visualisations allows you to visualise your data using charts and graphs.

Distribution Lists

Use the distribution stats page to show your lists performance and sources of your subscription and un-subscriptions. Automate who should be added and removed from your lists based upon your criteria by using the subscription rules feature.

Data Mining

Mine, group, aggregate and summarize information within ChilliDB using Data Mining module.

Membership Management

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

Xero Integration

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

Colour Flagging

Colour flag your contacts and organisations to quickly  identify contacts and organisations. For example, you could create the flag "Concern" with a red color and filter for contacts who have this concern flag.

Notes and Role Based Security

Use notes to record all communications and interactions that you have with your Contacts, Clients and Organisations. Notes can include file attachments also. Assign roles to users and restrict who sees what, for sensitive documents using the Notes Sensitivity function.

Phases

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.

Workflow

Drive workflow activities and ensure an activity can be followed up at a later date by using ChilliDB Alerts.

Optional Features

Asset Register

Our Asset Register module lets you track your assets and calculate their depreciation using either the prime cost or diminishing value method. It also allows you to extend the information gathered to include your staff and clients.

Document Register

Store your internal documents, procedures and policies using Document Register. Review dates and the lead staff member which can also be defined for each policy.

Module Builder

The Module Builder lets you easily create new modules that are fully integrated into ChilliDB. The modules can be used to store your required information by adding custom fields and offers built in search and control over access. Modules created by the module builder can run independently on other ChilliDB modules or the information can be linked as required.

Staff Timesheets

The Staff Timesheet module offers tracking of Staff time and leave requests including support for RDO/TOIL time if needed. Approval process with email notification workflow is also provided. All licensed users are supported.

Client Administration

Our 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. .

Donations

This module enables tracking of donations against both contacts and organisations. Once enabled, a tab will appear on the organisation and contact pages, allowing donations to be recorded.

Outlook Enterprise Edition

Enabling this feature will extend the ChilliDB Outlook plugin to include additional features such as creating Contact/Organisation and storing Outlook events as events in ChilliDB.

Contract Management

Our Contract Management module will manage all of your contracts, from opportunity  through to contract execution and delivery. Centrally manage all contracts and activities around the contracting process and once executed, you can manage all deliverables through to the contract end.  

Full Address Lookup

Use Full Address Lookup to reduce the risks of incorrect addresses by searching the full address in address fields. Each address is geocoded to support mapping options. Full Address lookup is supported for organisations, contacts and clients in the Client Administration module.

QI

This module enables the management of Programs/Projects and associated PDSAs to support Improvement Plans.

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