CUSTOMER RELATIONSHIP MANAGEMENT
The Customer Relationship Management (CRM) application aids employees in monitoring milestones and interacting with potential members during the recruitment process, all the while nurturing existing relationships that have been established.
Centralize Your Prospective Member Data
Achieve better organization and accuracy by consolidating prospect and guest contact details, opportunity type, current stage of advancement, probability of closing, and necessary milestones in a centralized location.
Conveniently Integrated with Microsoft Outlook
Optimize your time by efficiently handling prospect, member, and banquet opportunity communications through the integrated Outlook plug-in.
Automate Your Membership Marketing Emails
Get a Snapshot of your Sales Pipeline
Easily access the most relevant statistics with the help of built-in reporting.
Elevate the Member Experience
Stay actively connected with your membership by ensuring that member comments and milestones are always attended to. With the CRM application, users can.