Your information sorted.
CONTACTS& RELATIONSHIPS
Understand who people are — and how they’re connected
Store contacts with meaningful context, not just names and emails. See relationships, roles, and history clearly.
This means:
-
no competing spreadsheets
-
no uncertainty about which list is current
-
no loss of information when committee members step down
Everyone works from the same information, with confidence it’s up to date.
GROUPS & LISTS
Organise people in ways that make sense to your organisation
Create groups based on roles, membership types, interests, or involvement — so your records reflect how your organisation actually works. This makes it easier to:
-
manage membership categories
-
communicate accurately
-
reduce manual admin
Groups can evolve as your organisation changes, without needing to rebuild your system.
COMMUNICATION
Clear, targeted communications to the right people, at the right time.
Send updates, notices, invitations and text messages to the right people, using accurate and current member lists.
OutreachCRM helps you:
-
avoid duplicate or missed communications
-
ensure messages go to the correct audience
-
maintain consistency over time
KEEP THE FULL STORY
Preserve knowledge over time, so history isn’t lost when people or roles change.
Capture notes, conversations, and relationship history in one shared place — so anyone in your team can pick up where things were left off.
New committee members can quickly understand past decisions and relationships without starting from scratch.
RELATIONSHIPS
Understand how people and organisations are connected
Membership organisations often involve families, donors, alumni, volunteers, and related organisations.
OutreachCRM allows you to record and understand these relationships clearly, helping you manage connections thoughtfully and accurately over time.
ACCESS & PERMISSIONS
Support good governance with clear access and accountability
Give committee members and staff appropriate access to information, without relying on shared logins or informal workarounds.
Clear permissions help:
-
protect sensitive information
-
support accountability
-
reduce governance risk
As roles change, access can be updated easily and transparently.
Every feature is designed to support continuity, reduce administrative burden, and ensure important information stays with the organisation as people change.
Integrations & Connected Tools
OutreachCRM works seamlessly with the software you already use.
-
Xero integration for invoicing and contact matching
-
Mailchimp integration for email campaigns and list syncing
-
Website forms & API connections
-
Payment gateways
-
Custom integrations to suit your organisation
For real people, not IT teams.
OutreachCRM does not rely on sales pipelines, complex automation, or technical configuration.
It's designed to be easy to learn, easy to maintain & practical for small teams.
Support is provided by real people in NZ who understand how small businesses & membership organisations run.
Designed for continuity
A system that survives change.
Committees change. Staff move on. OutreachCRM ensures your organisation’s information and history don’t disappear with them.
By keeping everything in one shared system, OutreachCRM supports:
-
smoother handovers
-
better decision-making
-
long-term organisational stability
Stay connected, stay consistent.
OutreachCRM helps membership organisations stay connected, consistent, and well-governed — even as people change.