CRM system which is much more than simple member register
All associations need membership register, but we offer our customers more than that. This is why CRM-service NPO version CRM system is very much more – it is also an invoice creation, sending and payment management together with event management platform, has a self–service portal for your members and gives you multiple communication channels. The list of available features is long so read more below, or for more personalised service contact our sales team so we can give you a free consultation to see how our system can help your association.
The benefits of CRM for organisations
CRM stands for Customer Relationship Management, which is a system for managing customer relationships. This may raise the question of why an organisation needs a CRM solution when what it needs is a member management system. However, if we take a closer look at the functions related to customer and member management, we see that the customer journey and the member journey are very similar. CRM therefore offers organisations the following benefits, among others:
- Member service management
- Partner management
- Versatile member communications
- Member feedback collection and analysis
- Integrations with other systems
- Comprehensive analytics and reporting
CRM-service NPO version is CRM for organisations
We have developed the CRM service NPO version specifically for the needs of organisations. We do not resell software from large companies but offer a domestic solution that our customers can influence in the future. Feedback from our customers is an important part of our development work. In addition to traditional CRM functions, our customers can offer their members the following features tailored to organisations:
- Member self-service portal
- Membership form
- Event management
- Fundraising
- Member invoicing
Feature Highlights
Membership Portal
The Self-Service Portal makes life easier for your members by allowing them to manage their information and invoices with a single login. Within the portal, members can register for events, make payments, order association merchandise, etc.
Registration form
With the member registration form, all information is transferred directly to the register without any manual work. A form that matches your brand strengthens recognition and trust. A single form can be used to join both local and national associations securely. The form can automatically offer different membership options, and membership can also be paid for when the form is submitted.
Fundraising
The donation features of the CRM service enable you to manage and track donations without a separate website. The system supports one-time and recurring donations and automates donor communications. Payment transactions are updated directly to the CRM from various financial management systems, making fundraising flexible and user-friendly.
Event Management
Our CRM system helps you organize events and track participant information. People can easily register for events using forms designed for this purpose, and event communications, including confirmations and reminders, are handled seamlessly through email automation.
Communication
You can communicate with your members in the way that is most convenient for them with our communication toolset. Use email, newsletters and messaging to keep the communication channels open to your members.
Invoicing
Invoicing using multiple different delivery channels is easy with our tools that give you the option to use different types of automation to reduce your workload. Use any device to send invoices with membership cards to your members.
Registers
Easy register management is a key function of any association. With CRM-service NPO version you can keep the information about your members, branches of your association, member merchandise, etc. in one place where all the information is easily available.
Integrations
Our open integration opportunities and existing connectors to multiple third-party software ensure that your system can send and receive data with ease. Communicating with other software using our open REST API with graphical interface is also easy to use.
Additional features
We have only just begun to show you what our system can offer your organisation. If you would like to know more, please feel free to contact our sales team or read the articles under the Product menu, which provide more detailed information on the features presented on this page. If you would like to try our software for yourself, order a free demo to explore the functionality of our system on your on pace.