CRM System

The CRM System is used to track your contact (interaction) with members and prospects.  With this tool, you can record your emails, visits, and phone calls with your members and prospects.  You can also report on these contacts.

It is also helpful for recording historical data (membership plan history, committees previously served on, etc.).

To record a contact, search for the member by entering the first few letters of the member's name in the search box, then click on the member.

Click on Record New Contact. ​

Enter the Contact Type, Details, and Contact Date.

Mass Contacts - You can add members by Member Type or Category (if they are enabled). It will preview those records that will be added a mass contact, remove individual members from the list if you want to make any exceptions, and then click a continue button to move on to the page where you specify the details of the contact (i.e. meeting with several members).
 
( Customer Relationship Management (CRM) Video)

 Please note: "Ticklers" are now called "Admin Reminders"