Overview of...Relationships in MonkeyPod

One of the great things about MonkeyPod is the ability to keep track of all of your relationships in one place. In this article, we give an overview of relationships in MonkeyPod.

Managing Relationships

MonkeyPod allows you to manage your relationships by letting you keep track of:

  • How you know them via Roles
    • Remember, because MonkeyPod is both your CRM and your Accounting system you will manage your relationships with Donors, Vendors, Employees, Customers, etc... all in once place!
  • How they know each other via Connections and Householding
  • Where they are in their relationship via Pipelines
  • Extra information that is specific to your organization via Custom Attributes

Reporting out on Relationships

MonkeyPod also lets you report on your relationships by allowing you to:

  • Report on Top Donors, Top Customers, and Top Vendors

Emailing Relationships

Lastly, MonkeyPod allows you to contact and keep in touch with your various relationships by providing Email Marketing. This feature allows you to easily:

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