Overview
ChilliDB delivers flexible client, case, event, membership, and fundraising management tailored to health and community sectors. While the platform’s custom fields and API need internal configuration, it includes onshore data storage and nightly backups, allowing businesses to enhance operational efficiency.
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Starting Price
Custom
ChilliDB Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is ChilliDB?
ChilliDB software centralizes contact, event, membership, donor, contract, and client administration workflows for community, health, and NFP organizations. It handles segmentation via custom fields, web forms, event and volunteer coordination, and automated email outreach for its users. It also enhances case management by assigning cases to workers and managers, tracking activity progress, issuing alerts on milestones, and supporting reassignment when needed.
ChilliDB Pricing
ChilliDB pricing varies according to the following plans:
- Essential Plan: starting at $30/user/month
- Premium Plan: starting at $45/user/month
- Enterprise Plan: contact for pricing
Disclaimer: The pricing is subject to change.
ChilliDB Integrations
ChilliDB integrates with:
Who Is ChilliDB For?
ChilliDB is suitable for the following services:
- Health services
- Community services
- Not‑for‑profit organizations
- Associations
- Domestic violence support
- Football and sports communities
Is ChilliDB Right For You?
ChilliDB software is suitable for businesses aiming to manage clients, cases, events, membership, and fundraising operations in the community and health sectors. It ensures compliance with onshore hosting and secure nightly backups. The platform also provides Outlook, Gmail integrations, and SMS functionality for effective communication.
Still in doubt if ChilliDB is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
ChilliDB Features
ChilliDB software manages its user's contracts in their entirety. It centrally manages all the contracts from opportunity to execution and successful contract delivery. Alerts and notifications sent to the user ensure that deadlines are met.
The software separates clients into programs with role-based access control and secure data handling. It allows creation of custom forms for client intake, including details like carers, consent, clinical information, and financial data.
The platform structures client support through defined workflows comprising steps such as intake, assessment, action planning, and exit. It assigns cases to workers and managers, tracks activity progress, issues alert on milestones and supports reassignment when needed.
The system allows creation and segmentation of membership packages, with support for custom fields such as payment details and categories. It tracks renewal dates, processes annual batches, and imports bulk member lists to support ongoing administration.
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