Customer Relationship Management

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.

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