FEATURES

Email Marketing Features

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.

Template Management

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. 

Mailchimp Integration

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

Segmentation

Segment your clients by creating customised membership packages, groups and categories.

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.

Xero Integration

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

Data Organising Features

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.

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.

Segmentation

Segment your clients by creating customised membership packages, groups and categories.

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.

Workflow Management

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

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.

Progress Bar

Create a visual representation of a process through ChilliDB's new progress bar field type whixh can be accessed through the Module Builder.

Communication Features

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.

Mailchimp Integration

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

Segmentation

Segment your clients by creating customised membership packages, groups and categories.

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.

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.

Referral Tracking 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.

Contact Management

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

Surveys & Feedback

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

Data Recording Features

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.

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.

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.

Template Management

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. 

File Upload

Upload files by selecting the "file" field type when creating a custom field. You can upload PNG, PDF, Word, and Excel documents.

Notes

Use notes to record all communications and interactions that you have with your Contacts, Clients and Organisations. Notes can include file attachments also. 

Referral Tracking 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.

Role-Based Permissions

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. 

Contact Management

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

Surveys & Feedback

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

Workflow Management

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

Progress Bar

Create a visual representation of a process through ChilliDB's new progress bar field type whixh can be accessed through the Module Builder.

 
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