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Members Suite

partial #12 · CRM
Founders · Donors · Volunteers · Staff — one segmented registry
Why it exists: An institution's people are not one homogeneous list. Founders, substantial donors, recurring donors, service recipients, casual associates, volunteers, and staff each need different data, different communication, different recognition. The Members Suite holds them all in one registry, segmented for action.

Sub-modules

planned
Founders
Original trustees, founding donors — permanent recognition
planned
Substantial Donors
Major contributors above a threshold; named seva associations
live
Recurring Donors
Monthly / annual / festival-based recurring givers
live
Service Recipients
Devotees who book sevas (kalyanotsavam, homas, sankalpa)
partial
Casual Associates
Occasional contacts — visitors, one-off donors, well-wishers
planned
Volunteers
Roster, availability, skills, event participation
planned
Staff Index
Pointer to Staff Details — same person, different operational view
planned
Communication History
Per-member ledger of every postal/email/WhatsApp/SMS sent
live
Tagging & Segmentation
Flexible tags driving audience selection in Comms

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