CRM basics
How the unified contact record works and how to organize your supporters.
On this page
The CRM stores all your contacts. Its core idea is one person, one record: a supporter who donated, attended an event, and volunteered is a single contact, not three disconnected rows. Everything you do in OrganizeOS updates that one record.
Contacts
Open CRM in the workspace sidebar to see your contacts. Each contact record brings together their profile, activity history (events, donations, volunteering, messages), tags, and notes. Select a contact to see their full timeline and add a note or log an interaction.
Tags
Tags are flexible labels you attach to contacts, for example volunteer,
major-donor, or ward-3. Use tags to mark anything you want to find or act on
later. A contact can have many tags.
Segments
Segments are saved filters: a live list of everyone who matches a set of conditions (for example, "donated in the last 90 days and lives in District 5"). Unlike a tag, a segment updates automatically as contacts change. Segments are how you target email and SMS campaigns.
Pipelines
Pipelines track contacts through stages, useful for volunteer recruitment, major donor cultivation, or any process with steps. Move a contact from stage to stage as their relationship with your organization progresses. The pipeline editor is a desktop tool.
To bring existing contacts in from a spreadsheet, see Importing contacts.
Why this matters
Because every surface writes to the same record, your reporting and targeting are trustworthy. You can find your actual top supporters (the people who give, show up, and do the work) instead of guessing across separate tools.