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Member and Membership
Member CRM provides tracking of your members and all related information.
– contact information
– member status and preferences
Membership type and renewals
– member type (annual, yearly) and renewal status
– member card number
Member relationships with other members
– type of relationship with other member
– experience and certificates
Member groups participation
– period of joining various groups and committees
Member service history
– service hours under different events
Fees and Payments
– membership renewals
– purchase your event tickets
– donation pledge or adhoc donation amount
– as created by the site admin for the member
– payment request generated
– make payment for the above items online or offline
Marketing and Newsletters
Member CRM provides the marketing communications and newsletter tools.
– automated sending of eDM and newsletters
– opt-out and opt-in mechanisms to meet GDPR requirements
Notifications and Alerts
– automatic notifications to members on renewals, on registration confirmation, on payment requests
The Member Portal provides a self service platform for members.
– messages sent to members
– events and tickets purchase
– volunteer for events
Member profile and membership
– update your profile and preferences
– renew your membership
– view credentials and certifications
– other charges incurred
Donation and Pledges
– your donation pledges
– your monthly donation debit notes
– make you online payment via Paypal, Credit Card
– inform the office of your offline payment
Events and Tickets
The Event Management function is for total event tracking under the member CRM system.
– event name, description, profile image
– event type and ticketing conditions
Event Ticket Types
– different ticket prices for each type
– online payment, or allow offline
Ticket layout formats
– auto generated for eDM sending
– with QR code for scanning
Event Onsite Manager App
An Event Manager App to manage the attendance and adhoc registrations on site.
Ticket Scan entry
– scan QR code for ticket entry
– pay at door if payment outstanding
– search by member profile
– additional vouchers for drinks, games, free gifts
Adhoc Tickets (if allowed)
– register and pay at door
List all Tickets
– by manager level to show list and status
Member profile, credentials, service history. Marketing and Newsletters.
Membership fees, Event tickets, donations and other items.
Full event management platform. On site registration manager’s APP.
Membership CRM is the award winning tool for your Association, NGO or non profit organization to manage your members. It is build on SugarCRM with ready tools for record management, minor enhancements and configurations. It provides also data security, dashboards and reporting.
The ready tools include:
– members and membership
– marketing and newsletters
– events and registrations
– member website portal
– event onsite manager APP