Organizer

At its core, Organizer tries to be a useful CRM for grassroots organizations that hate using CRMs. No CRM is perfect, and no CRM will fit your organization exactly right. However, Organizer does have one advantage over other systems: it is Free/Libre Software you run yourself. This means you own your data, instead of handing it off to some other for-profit enterprise.

Contents:

• Installation
  • Required settings
    • Email
  • Optional settings
  • Settings you should never use unless you know what you’re doing
• Usage
  • Comrade Relationship Manager
    • Importing Spreadsheets
    • Administration UI
  • Events
  • Import and Export
  • Broadcasts
    • New Neighbor Notifications
• Maintenance
  • Administrators
    • Administration Interface
• Integrations
  • Sentry
  • MailChimp
  • Google Maps
  • Google Calendar
  • Airtable
  • Discourse
  • Slack
• Development
  • Useful commands
  • REST API
  • Contributions

Features

• Your members activate their neighbors into taking action with neighborhood Broadcasts
• Neighborhood captains can identify reliable organizers, keep tabs on newbies near them with New Neighbor Notifications.
• Build a list of activists, segment by neighborhood, city, level of engagement; tag them and share with your team, or come back to them later. Its all in the Comrade Relationship Manager.
• Expansive import/export support; connect Organizer to your group’s Google Calendar, Airtable, import/export spreadsheets, csv, and more. Check out the Import and Export section.
• First class support for Heroku deployments, for when you’d rather be organizing for change than debugging unix permissions.
• Super easy membership attendance tracking! Connect your login with Slack or Discourse and finally do away with (most of) the hassle of paper signup sheets. Read up on Events!