Falaah Falaah AI

CRM & People Management

Manage contacts, organizations, relationships, and activities with Muin's built-in CRM. Unified people records across all modules.

Muin’s CRM is the central directory for every person and organization your team interacts with. Contacts, donors, vendors, volunteers, and partners all live in one place, with relationships mapped and activity history tracked across every module. Instead of siloed contact lists, you get a unified view of everyone connected to your organization.

CRM Concepts

People Records

Every individual in Muin is a Person record with:

Field Description
Name Full name and display name
Email Primary and additional email addresses
Phone Phone numbers with type labels
Status Active, Inactive, Archived
Roles How this person relates to your organization (donor, volunteer, vendor contact, etc.)
Tags Custom labels for segmentation

Organization Records

Organizations represent companies, nonprofits, government agencies, and other entities:

Field Description
Name Legal or display name
Type Company, Nonprofit, Government, Foundation, etc.
Status Active, Inactive, Archived
Address Physical and mailing addresses
Website Primary web presence
Contacts People linked to this organization

Relationships

People and organizations connect through relationship links:

  • A person works at an organization
  • An organization is a funder of another organization
  • A person is a board member of an organization
  • Two people share a household

Getting Started

Viewing Contacts

  1. Navigate to CRM > Contacts
  2. The contact list shows all people with name, email, status, and roles
  3. Use search and filters to find specific contacts

Viewing Organizations

  1. Navigate to CRM > Organizations
  2. Browse or search by name, type, or status
  3. Click any organization to see its detail page with linked contacts

Search and Filtering

Filter Contacts Organizations
Status Active, Inactive, Archived Active, Inactive, Archived
Role Donor, Volunteer, Vendor Contact, Board Member –
Type – Company, Nonprofit, Government, Foundation
Search Name, email Name
Tags Any assigned tag Any assigned tag

Managing Contacts

Adding a New Contact

  1. Click New Contact from the CRM Contacts page
  2. Enter the person’s details:
    • Full name
    • Email address
    • Phone number
    • Status
  3. Assign one or more roles
  4. Link to an organization (optional)
  5. Click Create

Editing a Contact

  1. Open the contact detail page
  2. Click Edit
  3. Update any fields
  4. Changes are saved and tracked in the activity timeline

Contact Roles

Roles define how a person relates to your organization. A single contact can hold multiple roles:

Role When to Use
Donor Person has made or may make financial contributions
Volunteer Person participates in volunteer activities
Vendor Contact Primary contact at a vendor organization
Board Member Serves on your organization’s board
Employee Staff member (links to HR module)
Beneficiary Receives services from your organization
Partner External collaborator or allied organization contact

Adding and Removing Roles

  1. Open the contact detail page
  2. Navigate to the Roles section
  3. Click Add Role and select the appropriate role
  4. To remove a role, click the remove icon next to it
  5. Role changes are logged in the activity timeline

Managing Organizations

Adding a New Organization

  1. Click New Organization from the CRM Organizations page
  2. Enter the organization details:
    • Name
    • Type
    • Status
    • Address and website
  3. Click Create

Linking Contacts to Organizations

  1. Open the organization detail page
  2. Navigate to the Contacts section
  3. Click Link Contact
  4. Search for and select an existing contact, or create a new one
  5. Define the relationship (e.g., employee, board member, executive)

Organization Types

Type Description
Company For-profit business entity
Nonprofit Tax-exempt organization
Government Government agency or department
Foundation Charitable foundation or trust
Educational School, university, or training organization
Religious Faith-based organization

Relationships and Households

Mapping Relationships

Connect people and organizations to represent real-world relationships:

  1. Open a contact or organization detail page
  2. Navigate to the Relationships section
  3. Click Add Relationship
  4. Select the related person or organization
  5. Choose the relationship type
  6. Save

Households

Group related individuals into households:

  • Combine family members under one household record
  • Household-level communication preferences apply to all members
  • Donation tracking can aggregate at the household level

Relationship Types

Type Between
Works at Person and Organization
Board member of Person and Organization
Reports to Person and Person
Household member Person and Household
Affiliated with Organization and Organization
Partner of Organization and Organization

Activity Timeline

Every contact and organization maintains an activity timeline showing:

  • Interactions (emails, calls, meetings)
  • Module activity (donations, volunteer hours, document views)
  • Status changes and role updates
  • Notes added by team members
  • Tasks created or completed

Adding Activities

  1. Open the contact or organization detail
  2. Navigate to the Activities section
  3. Click Log Activity
  4. Select the activity type (call, email, meeting, note)
  5. Enter details and save

Additional Workflows

Contact Merging

When duplicate records exist:

  1. Navigate to CRM > Merge
  2. Search for and select the duplicate records
  3. Choose which fields to keep from each record
  4. Confirm the merge
  5. All linked data (donations, tasks, activities) consolidates under the surviving record

Contact Promotion

Convert a basic contact into a fuller record:

  1. Open the contact detail
  2. Click Promote to add detailed fields (employment history, education, etc.)
  3. Enhanced records provide deeper CRM capabilities

Team Assignment

Assign contacts to team members for relationship management:

  1. Open the contact detail
  2. Set the Assigned to field
  3. The assigned team member sees the contact in their portfolio

Bulk Import

Import contacts from external sources:

  1. Prepare a CSV file with contact data
  2. Navigate to CRM > Import
  3. Map CSV columns to Muin fields
  4. Review and confirm the import
  5. Duplicates are flagged for review

Tips

  1. Assign roles consistently. Roles drive reporting and segmentation across the platform.
  2. Keep one record per person. Use merge to clean up duplicates rather than maintaining parallel records.
  3. Link contacts to organizations. The organizational context enriches every interaction.
  4. Log activities promptly. A complete timeline makes handoffs between team members seamless.
  5. Use tags for campaigns and segments. Tags are flexible and can be added or removed without affecting the core record.

Common Issues

Issue Cause Solution
Duplicate contacts appearing Same person entered multiple times Use the Merge feature to consolidate records
Contact not appearing in search Status is Archived Change filter to include Archived records
Organization has no linked contacts Contacts were not linked after creation Open the organization and use Link Contact
Activity timeline is empty No activities logged or tracked Start logging activities manually; module interactions appear automatically
Cannot delete a contact Contact is linked to active records Archive the contact instead, or remove links first

Need Help?

If contacts or organizations are not displaying correctly:

  1. Check your search filters to ensure they are not excluding the records you expect
  2. Verify the contact’s status (Active, Inactive, Archived)
  3. For duplicate issues, use the Merge tool to consolidate records
  4. Contact support through the in-app help widget for further assistance