Membership Management Software

Find and track every member, contact and communication instantly, then set tasks to follow up, and share with your team.

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360° Visibility Of Your Network

Easy to use contact management software for B2B professional associations with everything you need to track and manage your members.

Totally Organised

Our integrated and versatile CRM membership management software makes it easy to manage your contacts and share information across your team. Giving a 360 degree view of all your interactions, the software will help you increase engagement and improve your member experience for longer-lasting relationships.

You’re not just keeping track of names and addresses, our CRM records every interaction, including your emails, calls, notes and documents, arranged in a summary timeline.

Contact Management
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Make Your Marketing Count

Our integrated Email Marketing solution means you can build campaigns and send newsletters directly from your CRM, using your membership data to personalise and target segments. New members can be captured directly from your website, recording their consent to be contacted, and added to an automated marketing campaign, letting you work smarter.

Your marketing team can monitor the activity and member engagement, then easily track the ROI for each campaign, letting you optimise your marketing spend.

Your Membership Experience

With all the information your need at your fingertips you’ll save time and and increase member engagement.

Advanced search across your contacts, accounts, opportunities and tasks to quickly find what you need.

Keep track of your calls and meetings by setting tasks to follow up, or assign them to others in your team.

Email integration to automatically capture your emails to and from your contacts to the CRM.

GDPR compliant CRM.

Record all your interactions and activities to maintain a full account history and timeline.

Generate detailed management information reports with a simple “drag and drop” interface.

Integrated email marketing to create beautiful emails, schedule and send, then track and analyse your engagement levels.

Set up mailing preference options to comply with data protection regulations, including GDPR.

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Your Centralised Hub

Unite your team and your data in one central system, creating a heart for your membership focus.

Email Integration

Our two-way email integration means you can automatically capture all your emails to and from your contacts straight into the CRM. Syncing unlimited email addresses, you’ll see your own interactions as well as those with the rest of your team.

Email integration works with the email client of your choice, including Microsoft Outlook 365 and Gmail.

Tasks, Events & Calendars

Create tasks to remind you of outstanding actions against each account. This might be a reminder to call a contact in a few weeks time or to follow up on a meeting. Once a task has been completed it’s saved to your activities timeline, keeping a full historical record on the account. You can also sync your tasks back to your Google calendar, keeping an up to date view of your diary.

Data Analysis

Our powerful CRM report writers let you easily run reports and access your management information data. As well as managing your membership data you’ll have insight on your members activity and engagement. By understanding their behaviours, interest and interactions you’ll be ready to anticipate any changes.

User Permission Levels

If security is important to your business, you can set CRM permission levels and control who has access to your data. By allocating each user to a User Group and allocating a User Profile you can determine the level of access each has to your data. You could set up the security so users in the same User Group, such as UK Memberships, can access and edit each others’ accounts, but not accounts owned by users of another Group.

Document Storage

Less exciting but equally important is the huge amount of document storage available in our CRM. Store your quotations, service level agreements, meeting minutes, proposals, plans and images within each of your company accounts. Email attachments sent or received can automatically be saved to the account record through your email integration.

See How Really Simple Systems Compares

Capterra Best Value
SoftwareAdvice Frontrunner 2020
GetApp Category Leader
G2 High Performer Software for Small Business
G2 High Performers medal

Software Suggest Award

SoftwareSuggest Award

Best CRM 2020 Digital.com

SmallBizCRM Award

DPM Best CRM for Small Businesses
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Really Simple Systems CRM Explained

Our CRM software helps you work smarter, managing and tracking your members so you can get on with growing your network.

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Do Happy

Here at Really Simple Systems we love nothing more than making our valued customers smile. Go on, do happy.

"When you’re a small business working towards growth, each step you take really matters. Really Simple Systems CRM helps us tackle our ever-evolving objectives!"

Ian Hare

Clear Vehicle Data

"Really Simple Systems is key to our businesses growth. The marketing feature is amazing and we love how easy it is to customise how everything displays in the CRM!"

Jonny Towers

BloomSmith

"I highly recommend Really Simple Systems to small businesses who need the ability to easily follow up with numerous prospects. Its actually fun to use!"

Ann Parvin

Southern Comfort Homes

"By far the best part about Really Simple Systems is the team - they're very focused on helping us with what we want and looking at creative ways to get the job done."

Matt Jessop

British Red Cross

"The CRM has become a very important part of our business. It has streamlined the way we work, improved our non-verbal communication and ensured visibility across all accounts."

Richard Perry

JC Payne

"We wanted something that we could learn quickly and was affordable. It was also very important for us that Really Simple Systems was 100% committed to GDPR compliance."

Bob Barrett

CyberTech Digital

"The quick support and help from the team at Really Simple Systems is brilliant whether it be by Skype, telephone or email. I can’t recommend the product, and the people, enough!"

Elaine Hamilton

Hello Scotland

"Being able to see who has opened and clicked through on emails means we can easily see who to follow up. The all-in-one system makes it straightforward to use and view information."

Jacquie Burnside

Destination North Coast NSW

"The CRM has been able to adapt to fit us rather than us adapt to fit it. People always dislike change and to be given an intuitive system makes adoption and use so much easier for my staff."

Mike Smithson

The Property Jungle

We’re Pretty Well Connected

We connect seamlessly to many other great tools in order to make your working day as simple and stress-free as possible.

Since signing up with Really Simple Systems, we have really been able to take our customer service, marketing and communication to the next level.

Elaine Hamilton, Hello Scotland

MORE INFO

Seen Enough? Get started.

The best way to see if our CRM is right for you is to try it. Simply register for a free trial and we’ll help get up and running in no time.

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