CRM System

 

Track Contacts through the Customer Relations Manager 

Getting prospects to join, getting members to participate, and getting participating members to serve as officers can be a lot of detail-oriented hard work. Our built-in CRM can significantly improve your efficiency with this.

You can track individual contacts with a member or prospect.  This could include phone calls, emails, messages, mailings, walk-ins, personal meetings, or any other contacts you make.

This system also includes a ticker (aka reminder) feature. You can set an alert to remind yourself or another admin to contact a prospect or member in the future. This is very handy to follow up with prospects regarding membership or follow up with members regarding events and activities.