Civi

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Logo
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civisociety-icon.png
Name
What is the name of the tool?
Civi
Tool Class
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Data, Data Aggregation, Data Collection, Collaboration, DemTools
Developer
Who made the tool? Sometimes the tool name and the developer name are the same, and sometimes, they are different.
CiviCRM LLC
Date Created
What was the date when the tool was first launched?
2014
Still Maintained?
Do the developers of the tool continue to work on it, adding features and fixing problems?
Yes
Open Source?
Is the tool's source code original source code freely available and may it be redistributed and modified? (This makes it possible for users to employ the tool for free, with some technical effort.)
Platforms
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Web
Website
What is the main website where a user can learn more about the tool? (Remember to include "http://)."
https://dem.tools/civi
Payment Structure
How, if at all, does a user pay to use the tool. Select all that apply: "Free" if there are components of a service that can be used for free; "Paid" if payment is required (either one-time, or at a given rate upon use) for use of the tool's full functionality; "subscription" if a monthly payment is required.
free, subscription
Languages Supported
What languages does the app's interface support? Note: some apps allow users to communicate in other languages but require the user to use an English language interface. In this case, the app is considered only to support "English".
English, Spanish, French, Arabic, and Russian
Skill Level Needed
*
  • Beginner - The tool has a simple interface that assists the user, either through automatic processes or simple guides, in working with the tool. The user is able to do most things that they need to do without knowledge of advanced concepts, like code.
  • Intermediate - The tool allows the user to perform many tasks without knowledge of advanced concepts, but about an equal amount of functionality requires advanced knowledge. Some training may be required to use the tool.
  • Advanced - The tool requires advanced knowledge or training in order to use most of its functionality.
Intermediate

Tool Description

Civi is an open source Constituent Relationship Management (CRM) system for maintaining an organization's contacts developed by the CiviCRM Community.

Civil society organizations, elected officials and political parties are most effective when they can communicate with, understand, and respond to the needs of their supporters, constituents, and voters. Unfortunately, many of these organizations lack the strategic communications and digital tools for effective outreach and mobilization.

Civi is freely available from CiviCRM. NDI's extensions for the typical needs of a civic group in the developing world are available on NDI's GitHub repository. Installation, securing and maintenance requires someone with experience in Linux and web server management. NDItech provides software-as-a-service hosting for this and other DemTools on our DemCloud servers.


Even when these groups do have lists of members, or access to a voter registry, they often lack a centralized platform for managing and tracking the history of their interactions with individuals or outside organizations. Consequently, these critical democratic institutions frequently struggle to tailor their mass communication, identify their most important supporters, or track the history of member activities. Members of parliament and other elected officials find it difficult to manage requests from constituents and provide the resources needed for assistance. Political parties waste time and money without a targeted voter outreach strategy. The lack of a central managed system greatly limits the ability of actors from a wide variety of partner groups to understand the who, what, when, where, why and how of effective strategic outreach and communication.

Although all organizations can make use of some of Civi’s more central features, different groups and organization types can use the power of Civi in very different ways. For that reason, NDItech developed three different “flavors” of the Civi DemTool: CiviParty, CiviSociety and CiviMP. Each comes with pre-loaded groups, tags, events, reports, contact types and custom dashboards to suit the needs of these common partners. Each individual site can be further customized to specifically fit your partner’s needs.

Political Party Membership and Campaign Management - CiviParty

Campaigns are limited by time, money, and volunteers. Targeting voters and communicating effectively with supporters help parties make the best use of these resources. Using Civi, a political party can pull up a list of all its contacts that they consider to be likely supporters, such as youth voters located in a provincial capital, women over 60, or rural residents interested in education. Additionally, Civi, which collects information on gender and age, can be a useful tool for parties looking to broaden their base or support more women or youth candidates, as it can collect the names of active female or youth party members. With such targeted lists, parties can better engage citizens through phone calls, door knocking, email blasts, or SMS communication.

Community Organizing Contacts and Communication - CiviSociety

A civil society organization looking to organize a rally on education, for example, can see who has been involved in education campaigns in the past or who is likely to have school-age children. Such targeting allows the organization to directly include these folks in future campaign efforts and keep track of what skills these contact might have that can help contribute to the campaign's success. In this example, Civi can provide not only valuable metrics for campaign logistics, but also better informs a more effective engagement strategy.

Legislative Casework and Constituent Communications - CiviMP

Members of parliament and other elected officials can connect with citizens and manage case assignment, workflow, and follow-up, all of which can be coordinated through Civi. In addition to the case management itself and its ability to improve governance and service delivery, helpful metrics and reports on the issue areas that attract the greatest number of constituent complaints or requests can help an MP or party leadership focus on the most important topics relevant to the voting public.

What Makes This Tool Different from Others in its Class?

Civi helps organizations keep track of their audiences in a centralized location, replacing paper files, scattered spreadsheets, or numbers from the boss’ cell phone. Groups can know who their contacts are, as well as what they do, why they are important and how to most effectively engage with them. Combined with Civi’s mass email and SMS capabilities as well as its simple yet powerful searchability, these tags, groups and other identifying features mean that users can find and organize the right people around relevant issues.

Civi’s event and campaign hosting and management attributes, in combination with the ability to categorize and describe contacts, means that organizations can quickly and easily find who to invite to specific events or organize for a given campaign. Plus, the ability to keep activity logs helps Civi users gain and keep valuable information about their interactions and history with individual contacts. Finally, unlike other CRM Management systems, Civi is built upon free open-source software and is easily customizable.

Links to Tutorial Content

DemTools Civi User Manual DemTools Civi Program Guide (VIDEO) DemTools Civi Demo

Projects that use this tool

What Makes This Tool Different from Others in its Class?

Links to Tutorial Content

Projects that use this tool

What Makes This Tool Different from Others in its Class?

Links to Tutorial Content

Projects that use this tool