People CRM
All Your People in One Place
The People CRM gives you a unified view of everyone connected to your organization—staff, volunteers, board members, and other team members.
What You'll See
- Full profiles with contact information, roles, and history
- Which groups and teams each person belongs to
- Volunteer hours logged
- Waivers signed
- Activity timeline
Managing People
- Add People: Create new profiles for staff, volunteers, or board members
- Edit Profiles: Update contact info, roles, and custom fields
- Search & Filter: Find people by name, role, group, or team
- Export: Download your people list as a CSV file