Our month to month plans make it simple to start and stop your packages at any time. Once you cancel you will not be charged after the current billing period.
Can I evaluate the product
We want you to be sure that infoodle will work for you. Lets have a conversation over an online demo to make sure. We can also provide a trial site, just get in touch.
Do you provide training?
Yes, plenty, and its free, included in all packages. Every week you can talk to infoodle staff over a webinar from your office or home. We do our training at different times and days during the month - check out our training schedule.
How do we get started?
Existing contacts can be migrated by infoodle - nearly always at no cost (depends on complexity) or import from xero (you don't need the finance to do this). We will setup your site and configure it to your requirements ready for you to start - no charge!
Any hidden costs?
Only text messages, if you use them, are charged at the end of the month if you send through our gateway - we do support some other gateways where you have your own account. Also, if you want onsite training we can discuss that with you.
How do we pay?
We accept credit card payments for all customers, bank transfers and cheques from NZ customers. We invoice in local currencies to avoid currency movements for you.
You pay in advance for what you plan to use, which gives you access to our services during that billing period. We don't provide refunds for part used periods.
Can I change the packages I have chosen?
Yes, at any time you can increase or decrease the packages used.
How do we calculate the database size?
Together, we assess the number of active people in your database. You can archive people who are not currently active, and reinstate if required. The assessment is made annually. Assuming your active count doesn't vary massively, your price band will remain. We are happy to leave you on a lower rate for a month or so before setting the count if you are still getting your data loaded.
infoodle CRM package
infoodle CRM is a suite of functionality to serve the core needs of Churches and Charities of all sizes.
Is there a charge for sending texts?
We do need to charge for any messages you send out. Each message is currently charged at 15c for NZ customers. For none NZ customers we have integrated with other providers with whom you would have your own account, in which case you would be responsible for ensuring your account is paid for. Contact us to discuss this further.
Can this integrate with our website?
We have a login function that you can embed in your site if you wish, we also have or custom build forms which can be styled to suite your site colors and fonts etc. Lastly the calendar can also be embedded, showing those events you choose to appear publically.
Does more people logging in cost more?
No. You can, if you wish, get everyone who is recorded in your infoodle database to be able to login. You determine their level of access and permissions as to who they can see and what they can do.
How does the Mailchimp integration work?
You can pull designs made in mailchimp directly into infoodle which can then be used for personalised mailing. You can also configure infoodle to maintain a mailchimp list as you make changes to the email address information in infoodle - this way you can still send via mailchimp if you prefer.
Perfect for managing donation receipts. Flexible methods for identifying and issuing receipts, combine at year end or issue ad-hoc, tax rebatable (deducatable) or not.
Do we have to use Xero?
Not at all. You can pull in transactions from a range of sources, or you can enter them manually.
Which other sources do you support?
Currently we have imports for QIF and OFX files which are usually available from your bank. We also have imports for Pushpay, Givealittle, Paypal and we have a CSV import where you specify the configuration.
Can we send data to Xero?
Yes, you can send a batch of transactions from infoodle to Xero which creates a receive money transaction ready for reconciling in Xero. This is great for managing a single banking activity that needs to be receipted to many people.
Do you need a single calendar to manage your room bookings. Do you need to roster your volunteers. Do you need to perform a registration for your children or other groups of attendees? Our Events package is designed for these key tasks.
Can we share the calendar?
Yes. We make the calendar available via an ICS calendar feed. Your other applications (outlook, iCal, google calendar and many more) subscribe to this feed so that any changes made in infoodle are reflected in these other applications.
What do I need for the check in?
You can use any internet connected device with a (modern) web browser to perform your check in. If you want labels then you can use any label printer your computer can print to. We supply a small application that enables the printing to happen which is currently only available on windows (32 & 64 bit). This can be a small machine such as a Surface or other tablet.
How do people being rostered know whats happening?
You can give them a login to infoodle, which is the best way. They can use this login to tell you if they are available or not for specific activities. You can also print out your rosters, or email them. You can also setup reminders by text or email at dates and times you specify.
When it's important to have a single copy of a document e.g. policy documents, then you can store them centrally in infoodle. You can also store documents against individuals or organisations. It's also used for recording information about equipment. It enables you to book out an item to someone and mark when its returned. This shows on their profile as 'items on loan'.
How is this different from Dropbox/Google drive etc.?
The key difference is we can store the document (or a weblink to a document) in the central place. You can use the people and groups within infoodle to manage the permissions as to who can see and change these documents. We can also store them against an individual or their household, again with permissions around them.
What else can we store?
In addition to documents you can store images, mp3 files, files upto 50mb. Also you can store searchable meeting notes, links to websites and information about equipment or items (DVD series for instance).
What is assets?
Assets provide a place to store detailed information about any asset you have. This includes pictures of receipts, manuals, warranty documents etc. Any file that can be uploaded pretty much. This can then be reported on. They also link to he equipment recorded in the library area.