Search Results

Leading Australian CLIENT MANAGEMENT SOLUTION An Australian-designed and hosted client management solution tailored to the NFP, Community and health industry. TRY FOR FREE Key Integrations Membership Management Web Forms Messaging Contact Management Custom Fields Case Managment Contract Management Event Management Client Administration Marketing Keep Up To Date AI Revolutionising Client Management Systems: A Comprehensive Guide 59 0 comments 0 1 like. Post not marked as liked 1 The Future of Client Management: ChilliDB at the Forefront of 2023 Trends 59 1 comment 1 2 likes. Post not marked as liked 2 Industry Insights: Empowering Domestic Violence Support Organisations 61 0 comments 0 1 like. Post not marked as liked 1 To ensure you stay in the loop of update notes, helpful tips and insightful articles subscribe here: SUBSCRIBE TO CHILLIDB NEWS LOOKING FOR PRICING? Choose from a variety of pricing options that best suit your company and your needs PRICING Stay up to date

Send SMS Messages to your Clients from ChilliDB ChilliDB SMS provides Hosted ChilliDB clients with a simple to use and fully integrated SMS solution, allowing ChilliDB clients to send SMS messages to any Contact or Organisation held in ChilliDB. ChilliDB Mobile has SMS, push messaging and group messaging capabilities. We allow you display your organisation's name rather than a number to help you build trust with your clients! MOBILE MESSAGING SERVICE WHAT CAN I USE CHILLIDB SMS FOR? Ability to search sms Looking for a conversation you had with a Client? With ChilliDB we make searching messages easy by storing everything alongside your Clients contact. Send reminders based on schedule With ChilliDB you can set up reminders to both staff and clients based on the schedule you have. For example To your board members about board meeting Clients based of schedules e.g. "Don't forget to take your medication" Send alerts and notifications For any contact or organisation who has registered for information alerts Distribution Lists and Group Messaging With ChilliDB you can put contacts mobile numbers in a distribution lists and SMS them. Saving you time and effort in reaching each individual client Automatic unsubscribe phrases We have virtual numbers available* for the ability to have automatic unsubscribe phrases allowing you to better conform with the spam act. Send Event Reminders Set up automatic event reminders as our events management module allows you to set up automatic reminders to those that sign up to an event. Integrates CRM data into sms ChilliDB integrates automatic naming, and personal information so your texts can be as personalised as you require. Ability to save replies If you choose to have a virtual number* with ChilliDB SMS. Any of the replies to your texts can be saved with the persons notes. Every ChilliDB client receives 10 free sms messages per month. This allows clients to use ChilliDB SMS for small activities and to trial the service. There is no cap on this service, so if you want to use more, you can use more – ChilliDB will track and allow you to review and monitor your SMS activities. Want to Trial ChilliDB SMS? 10 FREE SMS messages per month. You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees BUY MORE SAVE MORE 0.17c per SMS When you pre-purchase $250 0.15c per SMS When you pre-purchase $1000 0.13c per SMS When you pre-purchase $3000 0.11c per SMS When you pre-purchase $5000 Or you will be charged at $0.20c per subsequent SMS. You will be invoiced monthly with your ChilliDB licensing. Request SMS Request SMS Fill out the form to activate ChilliDB SMS You can opt into ChilliDB SMS at any time and enjoy the following benefits: No setup fees No account keeping fees Unlimited SMS messages No minimum use fees Request SMS Virtual Number Cost ChilliDB has virtual numbers available for an add on cost, this provides the ability of automatic unsubscribe phrases and the ability to save unique replies to ChilliDB. Contact us on prices and more information Virtual Number GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

Free Trial Thank you for sigining up for a free trial this webpage will be a day to day guide that will help you get the most out of your ChilliDB Trial. By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Donor Relationship management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Membership Package Get started with ChilliDB Your Membership Package r r Create a Membership Package by navigating to Membership r Add Members to This Package (Via Membership - Maintain) r Make a Distribution List available for this membership package Maintain Membership Page r r Navigate to the Membership - Maintain page Actions Task: Step Through Guides r Change between the ‘Show Current’ and ‘Filter’ options in the top left-hand corner to observe how you can use these to manipulate the membership list. r Click on the ‘Actions’ icon on the top right-hand side of the memberships list to see what options are available to you to work with this data. Membership Search r r Step through guide Navigate to the Membership - Search page. r Action Tasks: Search for one of the members you added in the Membership Package section. r Display all of the membership packages in your system. r Display your membership packages (those you have created/added members to). r Use ‘New Filter’ to create filters to search for a membership package (try to use at least 2 filters). Then save this filter under ‘My Filters’. Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Free Trial Thank you for signing up for a free trial. This web page is designed to be a day-to-day guide to help you get the most out of your ChilliDB trial Step-Through Guides: These provide users with links to articles/videos that guide them in the ChilliDB learning process. Action Tasks: These tasks compliment the instructions provided in the articles/videos by prompting users to perform certain tasks. Events Get started with ChilliDB 1. Create an Event r Step through guide r Create an Event Action Tasks: r Experiment with selecting the ‘Yes’ option for ‘Do you charge for this product?’. Note: you may have to create a product when prompted to ‘Select product’ in the ‘Price’ field. r Experiment with selecting the ‘Yes’ option for ‘Use sessions’. Then set up the sessions via the ‘Sessions’ tab once your event is saved. r Register at least one contact/organisation as an attendee for this event - under the ‘Registered’ tab on the Event Details page. r Add an attendee for each of the other categories in the tabs on the Event Details page - ‘Registered - Not Paid’ to ‘Waitlist’. r Use the ‘Create Like’ option in the Actions menu (top right-hand corner of the page inside the blue band) on the Event Details page to create a similar event at a future date. 2. Events Calendar r Step through guide Events Calendar r Action Tasks: r Find the event you created in Part 1. Create an Event & click on it. r Review the details of this event on the Event Details page. 3. Events List r Step through guide Events List r Action Tasks: r Enter the start date of the event you created in Part 1. Create an Event in the search field at the top of the page. r Click on the ‘Register/More Information’ link & then review the details of this event on the Event Details page. 4. Event Search r Step through guide Events Search r Action Tasks: r Search for the event you added in Part 1. Create an Event by title. r Display all of the events in your system. r Display your events (those you have created/worked with in some way). r Use ‘New Filter’ to create filters to search for an event (try to use at least 2 filters). Then save this filter under ‘My Filters’. r 5. Restricting Event Access By Role 6. Create a Event Web form r r 7. Email Event Certificates Looking to advance to the next section? Getting Started with ChilliDB Looking to Upgrade to a plan? Wanting to continue to use ChilliDB? View our pricing and plans so we can best suit your every need. PLANS

Be one of the first to try our new Dashboard Get ready to view your data like never before with the all-new ChilliDB Dashboard, currently finalising in our final stages of development! We've reimagined the way you interact with your data and given ChilliDB a fresh, modern makeover, enhancing the look and feel of your dashboard. The result? A visually stunning platform that ensures what’s important to you can be seen with ease. Get ready to dive into your data, discover new insights, and make data-driven decisions with ease. Questions? Talk to an expert: support@polymorphicsolutions.com.au or call 1300 65 72 43

CHILLIDB TAILORED FOR NONPROFITS Better communicate with members and clients TRY CHILLIDB FOR FREE A Client Management Platform For Nonprofits ChilliDB is an Australian, tailor-made CRM software specialising in the areas of: Not-For-Profits (NFPs), Healthcare, and Community Services. ChilliDB is built from scratch, with personalised features to suit your specific business requirements. Scalable and Flexible Solutions for any sized company A User Friendly Client Management System By easily allowing you to add and remove additional data capture fields to the system, you can be sure that no matter what, ChilliDB can accommodate all your information capture needs. Customised To Your Own Individual Business Model ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff. Excel Spreadsheet Integration Looking for a program that can import all your spreadsheet information? ChilliDB can do that also, making it easy to get organised quickly! ChilliDB for Nonprofits is Tailored to Your Needs Case Management Client Administration Membership Management Case Management allows you to assess, plan and monitor the delivery of support to the client, and adhere to milestones. The ChilliDB Client Administration module supports any Coordinated Care program. Segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields. Read More Read More Read More Nonprofit Start Up Pack is the Foundation of ChilliDB Nonprofit ChilliDB customers often start their ChilliDB journey with the nonprofit start up pack. We take our Australia's leading client management software and reimagine it to meet the specific needs of your nonprofit organisation LEARN MORE TRY FOR FREE Let Us Help You FEATURES User-friendly software with powerful features. Discover all features Contacts, Clients and Stakeholders ChilliDB captures and manages any information you may wish to store on stakeholders, clients, and members through Organisations and Contacts. You can track their relationships and report on all activities performed with and on behalf of those stakeholders, clients, and members across the entire product. Events, Training, Continuing Professional Development ChilliDB Events are ideal for managing your training, workshops and events. ChilliDB will facilitate your event registration, planning and delivery processes by managing event preparation, venue information and scheduling, and more. Member Survey, Data Collection, Data Cleansing The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. Custom Fields, Form Building A powerful feature within ChilliDB is the ability to easily create your own forms and add fields into those forms without the need for application development. Messaging and Communications ChilliDB Messaging allows professional personalised communications can be sent through ChilliDB. Messages can be sent as Emails, SMS and Faxes and you can create Distribution Lists for managing your regular communications. ChilliDB allows you to create rich HTML emails for your messages. Searching, Reporting, Data Mining, Visualisations ChilliDB includes a number of options to view and find information to meet any users needs, including: Search Screens, Data Mining Module, Visualisations,and Reporting. Notes, Activity Tracking, Service Delivery, Workflow ChilliDB Notes is where you record all communications and interactions that you have your Contacts, Clients and Organisations. The Client Management software Trusted by 5-STAR REVIEWS See what our clients are saying . Liaising with the ChilliDB team. Easy to work with! Great customer support and great value for money Dina M PSO Coordinator Medical Practice We chose ChilliDB for their case management module, we at Northern Rivers Childrens Services are very Happy we chose ChilliDB over other systems as it talks to dex unlike other competitors Lindy O'Brien Northern Rivers Children's Services limited I'm really happy with ChilliDB and I would recommend them for anyone needing a great Client management Software Sarah Murphy Advocate Monash Graduate Association Start your free 30 day trial. No card required. Essential $26 / User / Month* Premium $41 / User / Month* Enterprise Call us for a quote Includes an exclusive user license. Includes unlimited members and contacts (within reason) Suitable for small groups and start ups. TRY FOR FREE Offers an exclusive user license. Includes unlimited members and contacts (within reason) Exclusive features including web controls, Outlook plugin and more Suitable for all organisations. TRY FOR FREE Supports more users for less cost. Includes unlimited members and contacts. Suitable for Government departments and large enterprises. TRY FOR FREE Stay up to date

CRM OVERVIEW; What is CRM? TRY FOR FREE WHY CHILLIDB? Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Client Management Event Management Donor Relationship management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages What is a CRM? Anchor 1 A Simple Definition How is ChilliDB different Who is a Client management system for? What does it do? A simple definition of a CRM CRM stands for customer relationship management. It's a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. Essentially a Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with clients and potential clients. How is ChilliDB diiferent to other CRMs TRY FOR FREE FREE TRIAL What is ChilliDB? Find out and try it for free and see how it can help you. TRY FOR FREE Anchor 2 ChilliDB is an Australian, tailor-made Client mangement software specialising in the areas of: Not-For-Profits (NFPs), Healthcare, and Community Services. ChilliDB is built from scratch, with personalised features to suit your specific business requirements. Instead of focusing on sales unlike other CRM type system Chilli is specifically for these types of oranisations to ensure they obtain funding and stay If on top of managing their client/customer database. Who is a Client management system for? A Client management system gives everyone a better way to manage their external interactions and relationships. This tool lets you store customer and contact information, record notes on each individual person, and manage communication, all in one central location — and make information about every customer interaction available to anyone at your company who might need it. With visibility and easy access to data, it's easier to collaborate and increase productivity. TRY FOR FREE FREE DEMO Have specific questions? Want to make sure ChilliDB is right for you? Get a free 30 min demo FREE DEMO Anchor 3 What does it do? Anchor 4 Allow contracts to be managed for organisations and their representatives, with workflow ability enabling staff to track the progress of contract deliverables throughout a Contracts’ lifecycle. LEARN MORE ABOUT CONTACT MANAGEMENT ChilliDB Events are ideal for managing your training, workshops and events. LEARN MORE ABOUT EVENT MANAGEMENT Case Management Software for Building Stronger Cases. Providing a framework to follow, backed up with Notifications to ensure that you are always on track of your business. LEARN MORE ABOUT CASE MANAGEMENT ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business. LEARN MORE ABOUT MEMBERSHIP MANAGEMENT GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! REQUEST A FREE DEMO

By Industry Health Services Community Services Not for Profit Associations By Category Features Home and Community Modules Demonstration Demonstation Videos Demonstation Request By Need Client Administration Case Management Donor Relationship management Client Management Event Management Marketing Automation Contract Management Membership Management Add ins Outlook SMS messaging Website forms Custom Fields Website Forms Pricing Store About ChilliDB What is ChilliDB? Our Story News What's New Features NFP, Community, Health What is a CRM? Contact Us Help Help Centre Help Desk Articles System Status Training Webinars Demonstation Videos New User New User Start up Packages Being unified to make a difference for all. Our Background Founded in 1996, under the parent company Polymorphic Solutions. We continue to provide a wide range of information technology services to all major industry sectors. ChilliDB CRM came about after a client came to Polymorphic Solutions looking for a way to manage their memberships, communication channel, and monitoring systems, all in one single, easy to use system. Polymorphic Solutions was happy to oblige, and the two worked closely together to formulate a database system that would fit exactly what this organisation needed to really make their jobs easier, and to ensure their members are more up-to-date, informed, and on track with their responsibilities. ChilliDB was born! From its launch, the CRM was one hot topic, rapidly expanding amongst the industry sector, proving that this was not just any ordinary database, this was a critical business management tool. The ChilliDB team continue to work with this client to make their system the best it can possibly be as their work processes evolve. And now that it has been tested, proven, and perfected it is ready for any type of business or organisation who is looking to make the most out of their relationships, improve productivity, and save time and money. ChilliDB is customisable, and accessible online anywhere and anytime. MARK SMITH, MARY KERRIGAN POLYMORPHIC SOLUTIONS FOUNDERS We help businesses get organised Businesses succeed when they are organised. Our mission is to deliver that skill with ease. Scalable and Flexible: CRM management solutions for any sized company A User Friendly Client Management System By easily allowing you to add and remove additional data capture fields to the system, you can be sure that no matter what, ChilliDB can accommodate all your information capture needs. Customised To Your Own Individual Business Model ChilliDB morphs into your own system, tailored especially for you, by you or with the support from friendly Polymorphic Solutions Staff, making it easily adopted by your staff. Focused On Managing The Services Provided Such as case management, customer service and the interactions with your stakeholders and clients instead of tools to support sales and marketing automation. Specified To What Works For You You can define specific workflows unique to your business, describe your own fields, profile key attributes and create your own screens, tabs, lists and views – without having to do any programming. Excel Spreadsheet Integration Looking for a program that can import all your spreadsheet information? ChilliDB can do that also, making it easy to get organised quickly! Helping businesses with their mission. Customer Success Hear how our customers use ChilliDB towards their success Help Articles Read articles and watch videos to learn about how to use ChilliDB READ OUR HELP ARTICLES SEE CUSTOMER STORIES Webinar Attend our teaching webinars to get an indepth look at how to you ChilliDB ATTEND OUR WEBINAR News Explore a range of content on the latest topics. READ OUR NEWS GET STARTED Request a free short 30 minute demonstration to learn more about what ChilliDB could do for you! FREE DEMO

ChilliDB Privacy Policy - Gmail The ChilliDB Gmail™ add-on collects data from Your Gmail™ account in accordance with the general ChilliDB Privacy Policy and Terms of Use . The use and transfer of information received from Google APIs will adhere to Google API Services User Data Policy , including the Limited Use requirements. Running the add-on and opening an email in Gmail™ will automatically transmit metadata about the selected email from Gmail™ to ChilliDB's servers, in order to provide the choices that You may select while using the add-on. The data sent may contain any or all of the following: email sender email recipient(s) email subject date and time the email was sent email message ID Your Gmail™ address By pressing the "Store Email" button in the ChilliDB Gmail™ add-on, You give Your consent for the following data to be transmitted to, and stored on, the ChilliDB servers: any of the data in the previous list the email body (the message itself) if You had opted to do so, any attached files and/or inline images While using the add-on, certain data and features within ChilliDB may also be exposed in the other direction, for You to work with ChilliDB data from within Gmail™. The add-on may do the following: look up basic information about Your ChilliDB account to show Your log in status look up whether a Note has already been created from a given email, and its page address if it has look up limited information about Contacts, Organisations and Note Categorisation to make them selectable as options from within the add-on create new Notes, Contacts and Organisations Gmail™ is a trademark of Google LLC.

CHILLIDB TAILORED FOR COMMUNITY SERVICES - AN OUT OF THE BOX SOLUTION Easy-to-use Client management software that c an manage all your information. Track all services and interactions. Designed for the Australian Not for Profit, Community and Health sectors. Client Management made simple. ChilliDB for Community Services drives better service delivery! ChilliDB understands Community Service organisations face challenges delivering services effectively with few resources to many clients with little time, and being in a position to efficiently record and report of all of the activities undertaken to the many separate and different reporting bodies. ChilliDB for Community Services comes bundled with features which will allow you to better engage your stakeholders and clients, achieve greater outcomes for your clients and simplify reporting with support for data extraction to many reporting systems available. DOWNLOAD OUR BROCHURE TRY CHILLIDB FOR FREE No credit card required Some of our clients in the Aus & NZ Health sectors. PHN-Brisbane-North-Logo_JPEG_2x Show More MESSAGING SERVICES Deliver highly personalised messaging ChilliDB allows professional personalised communications to be sent through one system - Letting you keep track of all client information Multiple Messaging options Messages can be sent as Emails, SMS and Faxes Manage your regular communications You can create Distribution Lists for managing your regular communications. Deliver brand consistency ChilliDB allows you to create rich HTML emails for your messages. KEEP DATA ORGANISED Condense your data to one system ChilliDB Events are ideal for managing your training, workshops and events Keep track of all communications All communications between email, website forms and SMS kept in one place. Bulk Uploads Integration Easy integration with xero, Mailchimp, outlook, wix and more. CUSTOMISABILITY Set up a system to your exact needs A powerful feature within ChilliDB is the ability to easily create your own forms and add fields in to those forms without the need for application development. Custom Fields and Cateorgisation Messages can be sent as Emails, SMS and Faxes Website Forms You can create Distribution Lists for managing your regular communications. EVENT ORGANISATION Easily set up events ChilliDB Events are ideal for managing your training, workshops and events Supports Continuing Professional Development (CPD) ChilliDB Events supports Continuing Professional Development (CPD) by allowing you to track point entitlements per session identifying who attended, cancelled, or didn't attend on the day. Maintaining accurate data and allowing you to report that information to the participants or their professional bodies Automate data entry and back office administration With web event forms set up your events in minutes, customise your data captured and automate the registration process. Certificates Create certificates for events participation and completion in our report module. FEATURES User-friendly software with powerful features. Tailored software for Community Services ChilliDB comes bundled as a specialised template and features which will ensure that you are able to meet all of your reporting demands. Contract Management ChilliDB Contracts module allows you to track all of your Contracts, from Prospect or Opportunity through to Contract execution. Discover all features Searching, Reporting, Data Mining ChilliDB includes a number of options to view and find information to meet any user's needs, including the Search Screens Data Mining module, and specialised Reporting tools. Survey, Data Collection Assessment The ChilliDB Survey module provides a powerful built in Survey tool to streamline your data collection and maintenance and inform your business activities. 5-STAR REVIEWS See what our clients are saying . Liaising with the ChilliDB team. Easy to work with! Great customer support and great value for money Dina M PSO Coordinator Medical Practice We chose ChilliDB for their case management module, we at Northern Rivers Childrens Services are very Happy we chose ChilliDB over other systems as it talks to dex unlike other competitors Lindy O'Brien Northern Rivers Children's Services limited I'm really happy with ChilliDB and I would recommend them for anyone needing a great Client management Software Sarah Murphy Advocate Monash Graduate Association Specialised Program Delivery Modules Streamlined Reporting Each of these specialised modules includes streamlined reporting. ChilliDB includes a number of specialised modules specifically for Community Service organisations. Supported Programs Client Administration The ChilliDB Client Administration module supports any Coordinated Care program. Read More Partners In Recovery (PIR) Partners in Recovery (PIR) streamlines the client journey while providing a flexible and comprehensive client and case management solution. Read More Home and Community Care (HACC) Home and Community Care provides funding for services which support the frail older people and their carers. Read More Start your free 30 day trial. No card required. Essential $26 / User / Month* Includes an exclusive user license. Includes unlimited members and contacts (within reason) Suitable for small groups and start ups. TRY FOR FREE Premium $41 / User / Month* Offers an exclusive user license. Includes unlimited members and contacts (within reason) Exclusive features including web controls, Outlook plugin and more Suitable for all organisations. TRY FOR FREE Enterprise Call us for a quote Supports more users for less cost. Includes unlimited members and contacts. Suitable for Government departments and large enterprises. TRY FOR FREE Stay up to date

Starting at $26 Per Month* Buy Now Start your ChilliDB organisational journey today with licenses as low as $28 a month* Excluding GST* FREE DEMO LICENSES ChilliDB Quick Start Package Silver ChilliDB Quick Start Package Gold NEED TRAINING Need set up or training ? Take a look at our start up packages, designed to get you set up and ready to use ChilliDB. START-UP PACKAGES