CRM basics — contacts, segments, and tags

The CRM is the heart of your workspace. 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.

Importing contacts

You can bring existing contacts in with a CSV import. Map your spreadsheet's columns to OrganizeOS fields, review the preview, and import. Bulk import is a desktop feature. Imported contacts merge into existing records where they match, preserving the one-person-one-record model.

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.