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.
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.
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.
Your Centralised Hub
Unite your team and your data in one central system, creating a heart for your membership focus.
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.
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.
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.
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.
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Integrate your CRM with Office 365 to sync your contacts and tasks across both platforms.
Xero small business accounting software includes everything you need to manage your numbers effortlessly.
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Sage Business Cloud accounting software makes quick work of the daily tasks you know you need to get right.
Accounting software designed to save you time and effort by letting you manage your accounts anytime, anywhere.