Enhance Member Experience with Self-Service Portal
CRM-service NPO version Self-Service Portal is your centralised solution for seamless member interaction and effortless information flow. The member portal is designed to simplify your day-to-day operations while providing your members with an easy-to-access, user-friendly platform to all the information and services they need with a single login.
Strengthen Your Identity and Member Engagement
Because the Self-Service Portal is customisable, creating a unique online space that truly represents your association and its values is possible. By customising the colours and overall look and feel of the portal, we can create a cohesive and engaging experience for your members. Your members will feel part of a community that shares their interests and goals.
Self-Service Portal Highlights
Member Information Management
Keeping contact information up to date has never been easier. Members can effortlessly see and update their own information based on the rules you set.
Event Registration
Event registration is simple. Your members can browse upcoming events, register for those and even cancel their registration if necessary. Group registration allows one member to register multiple people for the event.
HelpDesk
Communication is vital in any relationship, and we understand that. Our portal includes a Helpdesk section that serves as a communication channel between you and your members.
Invoicing
With our portal, your members can view both past and future invoices. Depending on your payment service provider, you can even let your members pay their invoices directly in the portal with Pay Now features.
Mini Webstore
Give your members easy access to your association’s merchandise. Our Mini Webstore feature allows you to display your products for your members to view and order. All orders are automatically and instantly transferred to your CRM.
External Resources
The CRM Member Portal also supports different types of external resources, allowing you to add other services into the portal. From integrations to external links such as websites, guides or news – everything your members need is just a click away.
Everything your members need, securely in one place
Like all your CRM data, member information is fully protected in the Self-Service Portal. All you need to do is ensure your data procedures are GDPR compliant – but you don’t have to do this alone, as we offer GDPR tools such as automatic deletion of survey responses after a certain period.
The Self-Service Portal can also be used as a secure way to store essential documents sent to your members. This includes, but is not limited to, invoices, electronic membership cards and certificates.