The Customer Relationship Management (CRM) application helps employees track milestones and engage with prospective members throughout the recruitment process, while nurturing relationships you have already established.

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Centralize Your Prospective Member Data

Get organized and accurate by storing prospect and guest contact information, opportunity type, the stage to which the opportunity has advanced, probability of close, and required milestones all in one place.

  • Create and assign activities for staff
  • Attach documents for future reference
  • Convert a prospect file to member file

Conveniently Integrated with Microsoft Outlook

Save time by managing your prospect, member and banquet opportunity communications through the integrated Outlook plug-in.

  • Add emails and file attachments directly from Outlook
  • Assigned activities will be added to your task list
  • Meetings created in CRM will be added to your calendar as appointments

Automate Your Membership Marketing Emails

Take advantage of automated email marketing campaigns to nurture your membership prospects.

  • Create your membership marketing emails once, and use the power of personalization tokens
  • New prospects are automatically added to your email marketing contacts
  • Once a prospect converts to membership they are removed from all membership mailing lists

Get a Snapshot of your Sales Pipeline

Quickly view the stats that matter most through built-in reporting.

  • Forecast future membership dues revenues
  • Report by sales representative, age of the opportunity, likelihood of close and more

Elevate the Member Experience

Keep engaged with your membership by ensuring member comments and milestones never fall by the wayside. The CRM application allows users to:

  • Create and assign member related tasks to staff
  • Track when tasks are completed

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