Member CRM | AHIMHK

Overview

MemberCRM is for organizations that service their members. It is based on a CRM platform with integrated Web Portal, and Event Management. It has been proven for many types of organizations. these include:

– Clubs and business associations,
– NGO organizations
– School alumni

Subscription based
– Base package
– Event Ticketing option
– Members Portal option
– Hosting included

Members Profiles

Member Profile

Member CRM provides tracking of your members and all their related information.

Member Information

– Member Profile
– Member relationships with other members
– Member credentials
– Member groups participation
– Member service history

Membership and Applications

Member Card

We support both physical Member Card or digital eCard. The QR code, or NFC tag on the card can be used as
– Scan as Event entry ticket
– Scan and link to Industry Profile
– Members Benefit validation

Membership

Member CRM provides tracking of your membership and renewals

Membership type

– member type
– member card number

Membership renewals

– automatic reminder of expiry and renewals

Application eForms

Activity Tracking

Activity and Transactions

Track your Activities

– Event attendance
– Donations made
– Call, meetings, notes
– Email, WhatsApp messages (option)
– Invoice and Payments

Invoice and Payment Tracking

Invoice and Payments

Generate Invoice from your activities.

– Membership dues
– Donations
– Event tickets
– Other fees

Track the online / offline payments

– Credit Card
– Alipay
– Wechat Pay
– FPS
– Bank Deposit

Issue receipts as required

Member Newsletters

Member Notification and Newsletters

Member CRM provides the marketing communications and newsletter tools.

– Newsletter and Announcements
– Member Alerts

Messaging Channels

– eMail messages
– WhatsApp Chatbot (option)
– SMS (option)
– VOIP (option)

Events Ticketing (option)

Event Ticketing

The Event Ticketing function is for setup event and registration by members. .

– Event Profile setup
– Event Ticket and Pricing
– Sync event to Portal for registration
– Issue tickets

Events Attendance APP (option)

Event Attendance controls

A Mobile APP for attendance controls

– Scan QR Code tickets
– Scan member card
– Search by name, by table
– Confirm attendance
– Issue badge (option)

Members Web Portal (option)

Members Portal

The Member Portal provides a self service platform for members.

– Inbox Messages
– Member Events and Registrations
– My Event Tickets
– Member profile and membership
– Donation and Pledges
– Other purchases
– Payment requests

Website CMS

– Website Content Management
– Posts and Pages
– Menu arrangement
– About Us

Demo Videos

Summary

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