The system allows you to centralize all of your member and prospect data in one secure place. Therefore, our solution is designed to make it easier for your organization to accomplish day-to-day operations, such as searches or information updates, only in a few clicks.
With ease, you can manually enter new members or link the membership process to your website. Embed membership functions on your existing website stay connected to the system allowing you to instantly have complete and up-to-date information. Additionally, the system is designed for managing a variety of member types (organizations, individuals, etc.) and pricing to keep you organized.
The system offers you the possibility to automate your dues renewal processes letting renewal notices to be sent by email to your actual members. Without a hitch, the member will receive by email the notice and can accept the renewal through a simple click. Once approved, the system will automatically send the invoice for payment.
The system is designed to handle simple to complex events allowing you to not restrain your profitable ideas. For example, you can setup a diner activity or a golfing event with a variety of ticket options (diner only, golf only, diner & golf, etc.).
You can easily enter an event registration for one or several participants by creating and editing event registration forms. You also have the option to manage registrants online by tracking the participant names and tracking no shows.
The event list and registration forms can be linked online to your website allowing your members to have up to date information and to make registration process easy for them.
You can link sponsors to the events and track your sponsorship revenues.
The system allows you to track costs, sponsors and registration by generating extensive reports. From now on, you will have everything to easily track the profitability of an event.
Our solution will make you save time and resources. You won’t have to print and send invoices by envelopes anymore. The system will automatically produce and send invoices electronically making it easier for you and your members.
The system can also link to popular accounting packages. The invoices, member accounts and payment information are transferred seamlessly to your accounting system avoiding double entry. A true time saver.
Dashboarding and indicators are available throughout the system to follow what is going on in a simple way. Furthermore, you can create your own dashboards and reports to generate customized tools that will answer your exact needs.
Exclusively for your members, a mobile app is included in the system with a list of all your members. The app allows them to submit changes to their membership listing and register for an event. Also, they can create special member offers and share these among themselves thus encouraging the foundation of an online community for them.
For Chambers of Commerce, there are three primary elements that are always taken into consideration:
They are essential to the sustainability of the organization
They are the main source of revenue
They must be efficient in order not to waste any resources
Therefore, we strongly believe that it is important to offer a CRM solution adapted to the needs of our customers. This is why we are confident that our customized platform with CRM Dynamics 365 will allow you to improve your membership acquisition and retention process, maximize profits from your events and activities, and better manage administrative procedures.