Frequently Asked Questions

Absolutely - we offer several different packages depending on how much assistance you would like. Our packages range from a mostly DIY option all the way up to bespoke packages with tailored consultation. Get in touch to find out more.

CiviPlus offers helpdesk packages which provide dedicated, reliable ongoing support. If you have any issues you can raise a ticket and will receive assistance covering general support via email or phone as requested.

All of our CiviPlus onboarding packages will provide you with a specially designed data upload guide to help you add all of your data to the platform with ease.

If you would like additional support with data migration we have a basic and enhanced package available depending on your needs. Please ask for more information if you are interested.

While CiviPlus is a modern intuitive CRM, we recommend training in order to get the most out of your new CRM and familiarise yourself more quickly with all the features and areass of the platform.

Each of our implementation packages (other than the DIY option) includes training sessions. Depending on your package, you will be able to pick from a list of modules or tailor your own plan.

If your require additional training beyond this, our team would be happy to discuss how we might help.

CiviPlus is a very flexible CRM system. Unlike many other systems, you can configure and change most areas within the system yourself without using code! For example, you can add as many custom fields as you may want, add whole new pipelines to keep track of different opportunities, and set up all number of different automations.

CiviPlus also has a comprehensive API which you can have opened for you to connect to any other system you wish! (though you may need technical support from other 3rd party systems to do this).

If there is something specific you are looking for CiviPlus to do, please ask your account manager who will be able to advise you if it is possible within the system or if it can be added!

If you’re an old hand at CRMs and databases, then much of what you can do in CiviPlus should be relatively easy to pick up.

If you’re not as familiar, then you might want some pointers when you’re getting started on how to do simple things like adding a custom field. We can provide you with training and after that you should be able to take care of such things by yourself.

For anything more complex, you might want to ask for assistance. Our experienced team can bring their vast experience with databases to ensure the best possible realisation of your requirements as efficiently as possible.

If you think you might need support on a more regular basis, you’re welcome to sign up for a helpdesk contract. Ask your sales representative or account manager for more information.

We currently offer Stripe as our payment processer and will be bringing GoCardless to the platform for direct debits in the very near future.

A user is someone with access to the CRM area of CiviPlus.

No, people with portal logins only are counted as contacts. Those with access to the CiviPlus CRM area are considered users under our pricing model.

We have designed flexible pricing models understanding that nonprofit organisations all have very different needs and operate on varying on scales.

We recommend the user based model if you have a very small team but require a higher number of contacts.

Otherwise the contact based model is the most popular model and would best suit most organisations.

If you have any further questions or would like more advice on this, please get in touch to discuss.

Additional email packages are available on request if your require the capacity to send extra emails.

Security is of the utmost importance and we have a dedicated security page with all the information about the procedures we have in place to keep CiviPlus and your data secure.

CiviPlus data is hosted on Amazon Web Services, by default on their UK servers. If you would like to discuss an alternative hosting location, please get in touch.