inTouch Contact Manager

DMI has developed a fully integrated solution to make scheduling and tracking personal contact with your constituents easy. With our proprietary Contact Resource Management solution, inTouch, you can be notified every time a constituent makes a payment. Our system makes it easy to specify what action needs to be taken, to whom the task is assigned, and when the task must be completed. To make sending letters easy, the user can even create personalized merge letters, and attach incoming files, that can be downloaded directly from the inTouch Dashboard and other DMI Solutions.

Data Mining is made easy using our database wizards to look at constituent activity. Wizards may be used to build call-back lists, create high dollar promotion lists, generate event invitations, the possibilities are endless. A Data Mining Wizard can be processed on demand or scheduled to search every day for new constituent activity.

• Track all personal contact by date and user
• Schedule call backs and meetings
• Set customized alerts on individual constituents
• Print personalized merge letters
• Generate lead lists automatically
• Schedule events with and track attendees
• Attach documents and images to constituents records

Sample Screenshots

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