LibCRM
The System of Record for Outreach, Liaison, and Development Librarians
Customer Relationships For The Win!
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LibCRM is a Customer Relationship Management platform built for the specific needs of libraries. Offer a superior customer experience by gaining a better understanding of your users and their needs. Powerful task management and flexible design help outreach, development, and liaison librarians track relationships and demonstrate value.
Flexible CRM Platform Built For Libraries
LibCRM is designed for the specific needs of libraries with built-in flexibility to account for your unique customer data. The system is fully customizable for your library – tailor it to capture your distinctive fields and parameters.
Who Is Your Demographic?
Define the groups with which you interact. Undergraduates? Faculty? Young Adults? Seniors? What about organizations or departments? Academic Advising? Vendors? City Council? Customize People and Organization types to suit your demographic.
Record Demographic-Specific Data
Define which fields to gather for each Group. For example, your Faculty Group might have a 'Tenure' field, whereas your Vendor Group might store Product Subscription info.
Run Reports on Customized Fields
Run full statistics and reports based on customized fields you defined for full insight into the effectiveness of your outreach efforts.
How Do You Interact with Your Demographic?
From email, to in person, to phone – customize your interaction types. This way, when you record an interaction with a Person or Organization, you’ll have all your communication methods right at your fingertips.
Run Reports on Custom Interaction Types
Once interaction types are defined, you can run a variety of reports showing the popularity of each interaction type. Cross-reference this with demographic data for deeper insight into users' communication preferences.
What’s That Twitter Handle Again?
Each Person and Organization can have a number of Internet/Social profiles associated with their record. Add Facebook profiles, Academia.edu, Mendeley, Twitter, ORCID ID, or even a link to their profile in your institutional repository.
Report on Social Profiles Activity
LibCRM extensive reporting options enable you to compare which social channels generate the most buzz from your users. This will help your librarians target social media management for maximum reach and engagement.
Customize Your Donation Fields
Optionally, your library can also record donation activity and interact with valuable donoro right from within LibCRM. Define fields to track and associate with each donation record. Donation type, amount, date, organization, etc.
Report on Donations
Produce a variety of reports on the Donation activity from within LibCRM. See who are the most valuable donors, compare historical trends, etc.
Unified View of Your Users and Organizations
All users, organizations, and entities have profile pages in LibCRM. View contact details, social profiles, and relevant interaction info in one place. Enjoy a holistic view of the depth and the quality of your relationship and interactions.
View Relationships
To fully understand a particular customer, LibCRM offers a view of their inter-relationships with other users and with organizations & groups to which they belong.
Store Notes & Documentation
Store all your relevant documents and notes related to your users and organizations all in one place, neatly organized, and available to all authorized LibCRM accounts.
Record Interactions
Knowing the history of previous interactions helps you better tailor services and meet customer needs. LibCRM is your "big picture dashboard" of activity and interactions with your community.
Task Management for Outreach & Liaison Librarians
LibCRM has full Task Management functionality built-in. Administrators can assign tasks to individual librarians (singly or in bulk), and everyone can follow the progress of the library's outreach efforts.
Collaborate on Completing Tasks
Create tasks that are assigned to one or more accounts. Improve collaboration by assigning tasks to multiple librarians. Define due dates, associate tasks with larger projects, and mark as complete when finished.
"My Dashboard" Shows All Pending Tasks
Each librarian can view their unique assigned tasks right from their Dashboard. Overdue tasks are outlined in red. Export options are available in a variety of formats.
Bulk Task Creation
Working with multiple colleagues on a major project or outreach activity? Bulk-create tasks and assign to multiple users quickly and efficiently.
A Must Have Tool For Customer-Centric Organizations
LibCRM helps you better understand your customers and the community you serve. Your most loyal customers will also appreciate the librarians having better insight into their research and information-seeking needs. With LibCRM you can:
Integration With Springshare's Customer Facing Tools
Integrate LibCRM with your other Springshare tools so that patron activity with LibGuides, LibCal, LibAnswers, and LibWizard is automatically recorded.
LibGuides Integration
When a new LibGuide is created at the request of a faculty member, patron, or organization, instantly record that activity right inside that LibCRM profile.
E-Reserves Integration
When an E-Reserves course page is created, LibCRM records the interaction automatically and associates it with the faculty member and their department.
LibAnswers & LibChat Integration
Based on your permission settings, questions and chats from LibAnswers can be associated with LibCRM users' profiles. You’ll always know what questions and issues they’ve had while using library services.
LibCal Appointment Schedulers
Research Consultations and Appointments booked with LibCal’s My Scheduler are automatically associated with the user's LibCRM profile.
LibCal Room and Event Bookings
All reserved rooms and event registrations from LibCal are auto-logged right in LibCRM user profiles.
LibWizard Forms, Surveys, and Assessments
When your user fills out a satisfaction survey or an online assessment, the appropriate information is funneled right into their LibCRM profile.
Additional Integrations with systems within the library are possible using LibCRM's APIs so that manual entry is minimized while the library gets a more complete picture of how users are interacting with and utilizing the many services that the library offers. Each of these integrations is fully customizable by local administrators to comply with institution's privacy regulations.
LibGuides / CMS
Curate and showcase library resources. Create guides, build websites, A-Z lists, or staff intranet. Embed library resources in courseware. And that's just a start! More >>
LibAnswers +Social
Communication and Social Media for Libraries. Answer questions via Chat, Email, SMS, or Social media. Build a knowledge base & FAQs. Get detailed reference stats. More >>
LibCal
Manage Library Hours, Online Event Signups, Room & Equipment Bookings, Research Consultations, etc. Integrations with Calendars, Outlook, gCal, iCal... More >>
LibInsight
An affordable platform to gather, and analyze all library statistics. SUSHI harvesting, COUNTER compliance, cross-dataset analytics, custom dashboard builders... oh my! More >>
LibCRM
CRM platform tailored for needs of libraries. Your users are your most important asset and LibCRM helps build and cultivate relationships with your user community.
LibStaffer
Move away from paper and excel sheets. LibStaffer manage staff schedules, service point staffing, student-worker and volunteers hours with powerful reporting capabilities to boot. More >>
LibWizard
Create web forms, conduct online surveys & solicit feedback from users. Build interactive tutorials, and test patrons' research skills with quizzes & online assessments modules. More >>
E-Reserves
A cost-effective solution for e-reserves and reading lists. Integrates with LibGuides, and with courseware via our LTI module. Copyright tracking, and user authentication. More >>
Create a #librarianfirst, service-oriented platform customized for the needs of your library. See How it All Fits Together >>