APPLICATION DESCRIPTIONS
Descriptions of Workgroup Productivity Application Offerings
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We offer a variety of workgroup productivity software applications that have been designed with more than 25 years of experience in management of corporations and non-profit organizations. Our solutions are licensed for a one-time fee without recurring maintenance costs. QuickBase also offers a wide variety of free pre-built applications that can be accessed through the QuickBase application library.
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HR Management
This solution is designed to handle all HR functions other than payroll. Functions include: Employee information, visa tracking, a document repository, emergency information, reference checking, leave requests, timecards, asset assignments, employment history, exit interviews, performance reviews, performance issues, employee questions, training records, job requisitions, workplace injury tracking and a corporate knowledgebase. For nonprofit organizations, this module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks and QuickBooks Payroll with separate integration work using QuickBase API's. The solution can also be adapted to function as a new application tracking system.
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Strategy Execution Management
This application is designed to help managers embed disciplined strategy execution management in the organization at the corporate, division, group departmental level. The solution enables the setup of goals and tracking of associated programs, projects and tasks. It includes a discussion forum, issue tracking and can include time tracking. For nonprofits, this module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks with separate integration work using QuickBase API's. Pricing is intended to come in below alternatives.
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Constituent and Donor Management
Application functions include constituent information tracking and donor management, functions. Multiple addresses, additional biographical details, donations, pledges, relationships, donor qualification, donor cultivation, document management and call records. A fully integrated nonprofit constituent and donor management system – the software is the most complete and affordable such solution for non-profits currently available. This module can be linked with other Crystal Bay Solutions nonprofit application modules. Users can input extensive constituent information, categorize them in various ways and enter detailed biographical details. Donors can be qualified and categorized while donations and pledges can be tracked. The system enables automated notifications and reporting with the QuickBase platform and can be linked to QuickBooks for a fully integrated solution.
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Volunteer Management
Nonprofit agencies can post volunteer opportunities privately or through the agency website with this application. Users enter volunteer contact details, enter interview information, categorize qualifications and interests, availability, start date, assigned activities, performance evaluations and awards. Additionally volunteers can enter their timecards for activities by direct login or through the agency's website. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks with separate integration work using QuickBase API's.
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Membership Management
This application is designed for nonprofits to manage their membership. It can be linked with QuickBooks to provide an integrated membership and accounting system. Users can setup member information, set categories and membership classifications and manage renewals. Alerts can be setup to notify the users or to send automatic renewal notices to members. Relationships can be added so that Primary members can be linked with other individuals who are on the primary membership account. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available.
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Event Management
This solution is intended for use by nonprofit organizations but can be adapted for any organization to manage a wide variety of events. It enables users to setup information about attendees and receipt of payment, setup information about the event including target and actual revenue and attendance goals. Users can assign volunteers to activities and use a simple 2-level project/task tracking system to keep track of task status. The system includes a discussion forum so that volunteers and event managers can record problems or issues that need resolution for future events. The system can be linked with QuickBooks to provide unparalleled accounting support to your event. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available.
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Annual calendar
A calendar application that enables any organization to setup events by date and start-end time and have them displayed in a monthly calendar format. Events can be tracked by type and category and the calendar can be posted to the agency website. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can also be linked with QuickBooks with separate integration work using QuickBase API's.
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Nonprofit Project Tracking
This application is designed for nonprofit organizations that have a large number of projects/tasks to track and that need to be able to assign staff members as support, specify which committees are involved and track the projects where staff members are assigned. It enables balancing workloads where large numbers of projects are in process. Managers can do exception-based reporting to focus meetings on just those projects that require urgent attention. Email alerts can be set to notify users of due dates. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks with separate integration work using QuickBase API's.
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Class & Workshop Management
This application that enables organizations that run classes or workshops to setup class and workshop information with all pertinent attendee details. It also allows the user to create lists of attendees for particular classes or a list of classes for each attendee. This module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks with separate integration work using QuickBase API's.
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Meeting Manager
This application is intended for any organization that needs to manage a multitude of meetings. Users can specify which committees users belong to and setup the details of a scheduled meeting from attaching an agenda to taking meal orders. Users can setup email notifications so that attendees can receive reminders prior to the meeting with a complete list of attendees, current agenda and other details. This application is intended for nonprofit organizations but can be used in any group or team environment. For nonprofits, this module can be linked with other Crystal Bay Solutions nonprofit application modules to provide one of the most complete and affordable suites of fully integrated nonprofit management software currently available. The system can be linked with QuickBooks with separate integration work using QuickBase API's.
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