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ChilliDB Web Controls bring the benefits of ChilliDB to your website with minimum effort. Integrate ChilliDB Web Controls into your Website effortlessly. ChilliDB Web Controls bring the benefits of ChilliDB to your website with minimum effort. VIEW OUR DEMO SITE WEB CONTROLS Benefits of ChilliDB Web Controls Often a client’s first exposure to an organisation will be its website. The ChilliDB Web Controls allow you to offer services through your website that clients have come to expect. Set-up Web Controls in minutes Automate data entry and back office administration Customise data captured Send LIVE updates to the ChilliDB database Match the style and formatting of the Web Controls to your website. Explore each of the Web Controls and bring the power of ChilliDB to your Website simply and efficiently. If you would like to access the other Web Controls or find out more, contact sales@chillidb.com . VIEW OUR DEMO SITE Available Web Controls Events Events can be published to your website to allow visitors to your site to view your Events calendar and register for an Event. All data is updated and stored in ChilliDB. Membership Membership allows you to capture Member registrations through your website. ChilliDB Web Controls supports PayPal to capture member payments. Distribution Lists Distribution Lists in ChilliDB can be published out to your website. This allows visitors to your site to subscribe to your lists. Visitor details are then stored in ChilliDB. Listings Listings allows a Service Directory of Organisations or Contacts, or a subset of them to be published on your website. You can choose who is listed and what information is listed. Forms Forms allows you to build any smart form that you may require. These may include, a Contact Us form through to an Intake Form or any other form you may wish to publish to your website. All information is saved securely into ChilliDB Notes and then you can define a workflow once the Note has been created. Donation The Donations web control helps you to maximize contributions and also saves staff time. Often a client’s first exposure to an organisation will be its website. Having a donation web control available on your website increases the likelihood a visitor to the site will donate, and makes it easier for them to do so. Another advantage of using the ChilliDB donations module (web control) is the time it saves your staff as all information provided is automatically copied back into your ChilliDB system. Pricing Essential Users Premium Users Recommended 3 Instances of each web control $39 Try Out for free ! 1 free instance of each web control $Free Need unlimited web controls? Premium users can upgrade for $99 GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

A Client Management system tailored for you. No credit card required, no software to install. Start your free trial today. Start your free trial. A Client Management system tailored for you. No credit card required, no software to install. Your 30-day trial includes: Pre-loaded data or upload your own Personalised guided tutorials for your industry Free Basic demonstration Your 30 day free trial will begin one hour after this form is filled out Questions? Talk to an expert: support@polymophicsolutions.com.au or call 1300 65 72 43 Starting at $26 Per Month*

The ChilliDB Client Administration module supports any Coordinated Care program. Australia's Client Administration #1 choice Can manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Client Administration FREE DEMO TRY FOR FREE Allows you to isolate clients that are provided services 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. Define any number of types of Clients This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be easily customised to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. See Providers and any other Organisations that you do business with outside your program delivery. Clients can be linked back to Contacts and Organisations which is where you would see your Providers and any other general Contacts and Organisations that you do business with outside your program delivery. Client Administration includes a number of pre-defined features out of the box including support for: Carer Details Case Notes Clinical Information Consent Details Counselling Services Exit Information Details Health Assessment and Care Plan Details Interpreters Details Next Of Kin Details Action Plans Financial Expenditure Client Administration in Action The following video provides a quick walk-through of the module showing Client information, Client Notes, Action Plans, Financial Expenditure. It also shows how you can utilise the Case Management module to introduce Case Management into your client program management. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

This page is to assist those using the ChilliDB Outlook Add-In. A subscription to ChilliDB is required to use this feature. About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us PRODUCT ↓ SOLUTIONS ↓ COMPANY ↓ PRICING ↓ SUPPORT ↓ CONTACT US Outlook Add in Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. TRY FOR FREE WATCH DEMOS ChilliDB Outlook Add-In Keep your communication records up to date. ChilliDB Outlook Add-In allows you to quickly save emails to the ChilliDB database without leaving Outlook. Save time by taking advantage of ChilliDB’s Outlook Add-In. Quickly save emails and file attachments to your ChilliDB database without leaving Outlook. Emails are saved as notes which are then filed against the matching contacts of the recipient and sender. Book a Demo Schedule a free demonstration by clicking below. Demonstrations run for 30 minutes and are done online. FREE DEMO Contact Us Have questions? Contact us to find out more. Click below and our team will happily help you. CONTACT US Sign Up To use Outlook Add-In you need a ChilliDB subscription. Click below to find out more. SIGN UP ChilliDB Outlook Add-In lets you: Save emails as notes which can be followed up through ChilliDB Save file attachments Create new contacts and organisations efficiently Keep track of communications Match the sender’s and receiver’s names to the data in ChilliDB Set a category and type for the email Get Started Select the "Home" menu in Outlook and click on the ChilliDB icon after adding to your toolbar. Then enter in your ChilliDB credentials to store an email. Store Emails Save attachment files and images automatically by ticking the "save attachments" check box next to the save button. Find Organisations and Contacts Easily find organisations and contacts by searching for them in the Outlook Add-In. Match the sender's name to the organisation or contact in ChilliDB. Create Contacts and Organisations If you cannot find the sender's contact in the ChilliDB database, you can quickly create one in the Outlook Add-In. After creating a contact, if you cannot find the sender's organisation in the ChilliDB database, you can quickly create one in the Outlook Add-In Select Preferences Customise settings by selecting the note type, category and sub category in the ChilliDB Outlook Add-In. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Find out what marketing automation features ChilliDB offers. Send professional and personalised communications through ChilliDB. Automate your marketing TODAY ! Although ChilliDB focuses on Client Management features we also offer some Marketing Automation features for organisations that regularly send out campaigns and communicate with their clients. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages MARKETING AUTOMATION FREE DEMO TRY FOR FREE 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. Email ChilliDB has its own email system and integrates with Mailchimp for e-marketing. All messages sent through ChilliDB are categorised and recorded as notes which are linked to your contacts and clients so you can keep a history of all your communications. You can track opening of emails as well as read receipts and request delivery receipts. Distribution List Easily communicate with your clients, stakeholders and suppliers by using distribution lists. Set Up Reminders Use Notification Rules to set up reminders and alerts for form submissions, membership subscriptions etc. Web Forms Create contact forms and online enquiries by using web controls to capture new contacts. Use custom fields to capture the right information for your data.Our web control forms allow you to quickly create forms on your website that directly integrate into ChilliDB avoiding the need to re-enter the data and can alert staff when forms are completed. SMS Messaging ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. Segmentation Keep your data organised and easily target your clients by segmenting through groups, membership and distribution lists. Mailchimp Integration Integrate with Mailchimp and link your distribution lists in ChilliDB to a MailChimp list. Workflow Processes Drive workflow activities and ensure an activity can be followed up at a later date by using ChilliDB Alerts. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

ChilliDB SMS Messaging provides hosted ChilliDB clients with a simple to use and fully integrated SMS solution. Send SMS Messages to your Clients from ChilliDB ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. ChilliDB Mobile has SMS, push messaging and group messaging capabilities. We allow you display your organisation's name rather than a number to help you build trust with your clients! MOBILE MESSAGING SERVICE WHAT CAN I USE CHILLIDB SMS FOR? Ability to search sms Looking for a conversation you had with a Client? With ChilliDB we make searching messages easy by storing everything alongside your Clients contact. Send reminders based on schedule With ChilliDB you can set up reminders to both staff and clients based on the schedule you have. For example To your board members about board meeting Clients based of schedules e.g. "Don't forget to take your medication" Send alerts and notifications For any contact or organisation who has registered for information alerts Distribution Lists and Group Messaging With ChilliDB you can put contacts mobile numbers in a distribution lists and SMS them. Saving you time and effort in reaching each individual client Automatic unsubscribe phrases We have virtual numbers available* for the ability to have automatic unsubscribe phrases allowing you to better conform with the spam act. Send Event Reminders Set up automatic event reminders as our events management module allows you to set up automatic reminders to those that sign up to an event. Integrates CRM data into sms ChilliDB integrates automatic naming, and personal information so your texts can be as personalised as you require. Ability to save replies If you choose to have a virtual number* with ChilliDB SMS. Any of the replies to your texts can be saved with the persons notes. Every ChilliDB client receives 10 free sms messages per month. This allows clients to use ChilliDB SMS for small activities and to trial the service. There is no cap on this service, so if you want to use more, you can use more – ChilliDB will track and allow you to review and monitor your SMS activities. Want to Trial ChilliDB SMS? 10 FREE SMS messages per month. You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees BUY MORE SAVE MORE 0.17c per SMS When you pre-purchase $250 0.15c per SMS When you pre-purchase $1000 0.13c per SMS When you pre-purchase $3000 0.11c per SMS When you pre-purchase $5000 Or you will be charged at $0.20c per subsequent SMS. You will be invoiced monthly with your ChilliDB licensing. Request SMS Request SMS Fill out the form to activate ChilliDB SMS You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees Request SMS Virtual Number Cost ChilliDB has virtual numbers available for an add on cost, this provides the ability of automatic unsubscribe phrases and the ability to save unique replies to ChilliDB. Contact us on prices and more information Virtual Number GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Partners in Recovery streamlines the client journey while providing a flexible and comprehensive client and case management solution. PRODUCT SOLUTIONS COMPANY PRICING SUPPORT More PARTNERS IN RECOVERY (PIR) The ChilliDB Partners in Recovery (PIR) solution streamlines the client journey while providing Lead Agencies and Support Facilitators a flexible and comprehensive client and case management solution. This includes support for coordination level management as well as the centralised service delivery by all of the providers and agencies who are part of the care team working with your clients. ChilliDB Client and Case Management provide the perfect partnership for PIR The ChilliDB Partners in Recovery (PIR) solution is underpinned through the Case Management Module and Client Administration Module, allowing you to: Manage clients through Inquiry, Eligibility, Engagement, Assessment and Review processes to assist them with the complex needs. Financial expenditure can be managed and reviewed with support for approval processes to enable Support Facilitators to deliver the program and for Lead Agency Program Managers to track expenditure. ChilliDB supports the PIR Minimum Data Set (MDS) and reporting requirements. Access to PIR Clients, Action Plans and related program data is completed isolated within the ChilliDB module for privacy, however you can also leverage existing Provider data held in ChilliDB – all security is managed by your program managers. ChilliDB supports sending referrals to Support Facilitators who can then securely log into ChilliDB and see only the clients referred to them. ChilliDB Client Administration Module This module enables a user to define any number of types of Clients (such as a Patient or Participant on a Coordinated Trial or some other program), and build data capture forms quickly with pre-built features commonly used in care coordination programs. Forms can then be customised with custom fields to meet specific program needs. Once a client is defined and forms are built, the user can then control the security access. Client Administration includes a number of pre-defined features out of the box including support for: Carer Details Case Notes Clinical Information Consent Details Counselling Services Exit Information Details Health Assessment and Care Plan Details Interpreters Details Next Of Kin Details Action Plans Financial Expenditure ChilliDB Case Management Module ChilliDB provides full Case Management integration, which allows a Support Facilitator to assess, plan and monitor the delivery of support to the client, and adhere to milestones. The analysis of activities generated from the Case Management module will provide support for planning, reporting and system advocacy, to implement better outcomes for people with severe and persistent mental illness. Case Management Reusable templates and flexible work flow support staff during intake, assessment, action plan management and exit processes. The workflow can be updated as needed, without compromising existing service delivery or system uptime. Cases All client activities and interactions are recorded in the case. Any client or organisation can have multiple cases attached to their record. It is a complete historical record of all major changes and high level interactions. 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. 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. Notifications and Alerts Alerts can be set when case milestones are reached or past due, when activities are done and statuses changed. Case Templates Enable an administrator to specify phases and activities, status and alert types and conditions. Notes and Role Based Security 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. Reporting And Data Mining various data retrieval options support ad-hoc reporting and data exchange: Search screens comfortably manage standard and custom fields (dynamic data) The data mining module mines, groups, aggregates and surmises information for the user An integrated reporting engine enables custom reports base on any available criteria, for upload and circulation to other users, printing, exporting in different formats and emailing A public web based API enables integration with other products and services Custom Fields Enables a user to create any number of custom sections and fields without any custom software development. Sections and fields can be of any type (i.e. date, time, currency, drop downs), and it permits changed work flows, data fields, pre-populated data fields and data sets. How to Manage Clients and Cases The following video provides a quick walk-through of the module showing Client information, Client Notes, Action Plans, Financial Expenditure and Case Management integration. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Learn more about ChilliDB as a company and how it can benefit your organisation TODAY. ChilliDB - Being unified to make a difference for all. We help businesses get organised Businesses succeed when they are organised. Our mission is to deliver that skill with ease. Learn More about ChilliDB. GET STARTED WATCH DEMOS By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Company What is ChilliDB Learn more about what is ChilliDB, What does ChilliDB Do for you and What we do for people. Read More What is a CRM? Learn What is a CRM?, How is ChilliDB different to other CRMs,Who is a Client management system for? and more Read More Our Story Explore the story of how ChilliDB came about Read More Contact us Contact us to find out more about ChilliDB Read More NFP, Community, Health Learn how ChilliDB is tailored for Not for pfotit, Health and commuity organisations. Read More

========================== ChilliDB LICENSE AGREEMENT ========================== ChilliDB (R) Copyright (C) 2002-2016 Polymorphic Solutions Pty Ltd. All rights reserved. LICENSE AGREEMENT ================= Please read the Master End-User License Agreement below. If you do not agree to the terms of this agreement promptly return your distribution materials to the place you obtained them for a full refund. POLYMORPHIC SOLUTIONS PTY LTD END-USER LICENSE AGREEMENT ======================================================== This End-User License Agreement ("EULA") is a legal agreement between you (either an individual or a single entity)("Customer" or "Sub Licensee") and Polymorphic Solutions Pty Ltd ("Licensor") for the software product(s) identified below, which include(s) computer software, "online" or electronic documentation, and may include associated media and printed materials ("SOFTWARE PRODUCT" or "SOFTWARE"). By installing, copying, or otherwise using the SOFTWARE PRODUCT, you agree to be bound by the terms of this EULA. If you do not agree to the terms of this EULA, promptly return the entire unused SOFTWARE PRODUCT, including all subscription UPDATES that you may have received as part of the SOFTWARE PRODUCT, to the place from which you obtained it. POLYMORPHIC SOLUTIONS PTY LTD SOFTWARE LICENSE ============================================== This SOFTWARE PRODUCT is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The SOFTWARE PRODUCT is licensed, not sold. The SOFTWARE PRODUCT consists of product documentation, a server application including one or more databases, and support files individually identified as "COMPONENTS" and collectively referred to herein as "SOFTWARE". GRANT OF LICENSE ================ For clients operating ChilliDB under OnSite licensing, Polymorphic Solutions Pty Ltd grants to you as an individual, a personal, non-exclusive, non-transferable license to install and execute a single PRODUCTION instance and a single TRAINING instance of the SOFTWARE on either one single computer or sepate database and web servers if necessary. For clients operating ChilliDB under a Polymorphic Solutions Hosting Agreement, Polymorphic Solutions Pty Ltd grants to you as an individual, a personal, non-exclusive, non-transferable access to a single PRODUCTION instance of the SOFTWARE. You may purchase access to an additional single TRAINING instance if required. If you are an entity Polymorphic Solutions Pty Ltd grants you the right to appoint an individual within your organization to use and administer the SOFTWARE subject to the same restrictions enforced on individual users. You may operate, at one time, only the number of seats (installations or access to hosted services) and licensed users that you hold licenses for. You must purchase additional seats (installations or access to hosted services) and users licenses to operate additional seats (installations or access to hosted services) and user licenses. You must not share login credentials with others. COPYRIGHT ========= All title and copyrights in and to the SOFTWARE PRODUCT are owned by Polymorphic Solutions Pty Ltd, its suppliers, or component vendors. The SOFTWARE PRODUCT is protected by copyright laws and International treaty provisions. Therefore, you must treat the SOFTWARE PRODUCT like any other copyrighted material except that you may either (a) make one copy of the SOFTWARE PRODUCT solely for backup or archival purposes, or (b) install the SOFTWARE PRODUCT on a single computer provided you keep the original solely for backup or archival purposes. 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Segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields. Membership Management ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business . By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Membership Management Our membership module allows you to segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields such as payment details and category information. Use advanced search and search to filter through memberships. FREE DEMO TRY FOR FREE Reference Data Setup Use the Reference Data to check for the Membership module. Easily keep track of current members through our automatic membership cancellation. Avoid the need to cancel overdue members manually. In order to take advantage of this feature ensure your membership are tracking renewal dates. Annual Processing Create your membership packages for the year ahead through annual processing. Save time by importing your members (Prospects, Members and Cancelled Members) from one or more existing Membership Packages. Create A Membership Package Create a membership structure for contact or organisation Automatically generate and maintain distribution lists for electronic communication containing your members and prospects. Track renewal dates Use Member No. Settings can be used to generate member numbers with prefixes, suffixes, or padding. Manage Membership Packages and Members You can manage your membership packages and your Prospects, Members and Cancelled Members Add contacts to your membership package to create members Manage members and record information about their payments Toggle the Members’ status, or to alter other information about that member’s membership. Expire a member and remove them from a package completely. Accurate Member Information Members can register for events and update their details without requiring staff involvement. ChilliDB’s securely stores conversations, documents, emails and more centrally. Quick Access to Information Quickly retrieve details, participation and interaction history for any member to form an accurate view of their level of involvement with you. Improve Industry Engagement Through extensive mail list management tools, online surveys and event management. Store historical data and combine your organisation’s collective knowledge into one database. Measure the Performance Measure the Performance of your organisation quickly and unobtrusively, gain a holistic view of your entire organisation’s activities with ChilliDB’s reporting suite. You can monitor activities, collect statistics and see emerging trends as they occur. GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO Features

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