{"id":1201,"date":"2018-04-30T15:41:07","date_gmt":"2018-04-30T07:41:07","guid":{"rendered":"http:\/\/www.ahimhk.com\/?page_id=1201"},"modified":"2025-11-10T12:14:10","modified_gmt":"2025-11-10T04:14:10","slug":"membercrm","status":"publish","type":"page","link":"https:\/\/www.ahimhk.com\/zh\/membercrm\/","title":{"rendered":"Member CRM"},"content":{"rendered":"<section class=\"tcvpb_section_tc section_with_header\" style=\"border-top:12px;border-bottom:12px;\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Overview<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6 tcvpb-centered\"><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\">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:<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; Clubs and business associations, <br>&#8211; NGO organizations<br>&#8211; School alumni<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">Subscription based<br>&#8211; Base package<br>&#8211; Event Ticketing option<br>&#8211; Members Portal option<br>&#8211; Hosting included<\/p>\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2025\/11\/membercrm_cover.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\" style=\"border-color:#ffffff;\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Members Profiles<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Member Profile<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\">Member CRM provides tracking of your members and all their related information.<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\"><strong>Member Information<\/strong><\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; Member Profile<br>&#8211; Member relationships with other members<br>&#8211; Member credentials<br>&#8211; Member groups participation<br>&#8211; Member service history<\/p>\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/profile.jpg\"><\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/family.jpg\"><\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/credentials.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\" style=\"background-color:rgb(255, 255, 255);\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Membership and Applications<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\"><strong>Member Card<\/strong><\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">We support both physical Member Card or digital eCard. The QR code, or NFC tag on the card can be used as <br>&#8211; Scan as Event entry ticket&nbsp;<br>&#8211; Scan and link to Industry Profile&nbsp;<br>&#8211; Members Benefit validation<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&nbsp;\n<\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2022\/04\/membercard2.jpg\"><\/div><\/div><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Membership&nbsp;<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\">Member CRM provides tracking of your membership and renewals<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\"><strong>Membership type <\/strong><\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; member type<br>&#8211; member card number<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\"><strong>Membership renewals<\/strong><\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; automatic reminder of expiry and renewals<\/p>\n<\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/membership.jpg\"><\/div><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Application eForms<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/04\/apply_member.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Activity Tracking<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/donation_pledge.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/tickets.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/04\/ticketpayt.jpg\"><\/div><\/div><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\">&nbsp;\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong>Activity and Transactions<br><\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\"><strong>Track your Activities<\/strong><\/p>\n<p class=\"p_tc\">&#8211; Event attendance<br>&#8211; Donations made<br>&#8211; Call, meetings, notes<br>&#8211; Email, WhatsApp messages (option)<br>&#8211; Invoice and Payments<\/p>\n<\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Invoice and Payment Tracking<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\">&nbsp;\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong>Invoice and Payments<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\"><strong>Generate Invoice<\/strong> from your activities.<\/p>\n<p class=\"p_tc\">&#8211; Membership dues<br>&#8211; Donations<br>&#8211; Event tickets<br>&#8211; Other fees<\/p>\n<p class=\"p_tc\">Track the <strong>online \/ offline payments<\/strong><\/p>\n<p class=\"p_tc\">&#8211; Credit Card<br>&#8211; Alipay<br>&#8211; Wechat Pay<br>&#8211; FPS&nbsp;<br>&#8211; Bank Deposit<\/p>\n<p class=\"p_tc\"><strong>Issue receipts<\/strong> as required<\/p>\n<p class=\"p_tc\">&nbsp;\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/04\/Invoice-qb2.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/04\/promo_10-2.png\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/04\/fps_ec-1.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\" style=\"background-color:rgb(255, 255, 255);\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Member Newsletters<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Member Notification and Newsletters<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\">Member CRM provides the marketing communications and newsletter tools.<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; Newsletter and Announcements<br>&#8211; Member Alerts<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&nbsp;\n<\/div><div  class=\"\" >\n<p class=\"p_tc\" style=\"text-align: left;\">Messaging Channels<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&#8211; eMail messages<br>&#8211; WhatsApp Chatbot (option)<br>&#8211; SMS (option)<br>&#8211; VOIP (option)<\/p>\n<p class=\"p_tc\" style=\"text-align: left;\">&nbsp;\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/newsletter.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Events Ticketing (option)<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/03\/events1.jpg\"><\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2025\/11\/Events_ticket2.png\"><\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2025\/11\/Events_portal.jpg\"><\/div><\/div><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Event Ticketing<br><\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\">The Event Ticketing function is for setup event and registration by members. .<\/p>\n<p class=\"p_tc\">&#8211; Event Profile setup<br>&#8211; Event Ticket and Pricing<br>&#8211; Sync event to Portal for registration<br>&#8211; Issue tickets<\/p>\n<\/div><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2025\/11\/Events_ticket.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Events Attendance APP (option)<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2025\/11\/Events_entry1.jpg\"><\/div><\/div><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Event Attendance controls<br><\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\">A Mobile APP for attendance controls<\/p>\n<p class=\"p_tc\">&#8211; Scan QR Code tickets<br>&#8211; Scan member card<br>&#8211; Search by name, by table<br>&#8211; Confirm attendance<br>&#8211; Issue badge (option)<\/p>\n<\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3>Members Web Portal (option)<\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><h3  ><span>\n<p class=\"p_tc\" style=\"text-align: left;\"><span style=\"font-size: 18pt;\"><strong><br>Members Portal<\/strong><\/span><\/p>\n<\/span><\/h3><div  class=\"\" >\n<p class=\"p_tc\">The Member Portal provides a self service platform for members.<\/p>\n<p class=\"p_tc\">&#8211; Inbox Messages<br>&#8211; Member Events and Registrations<br>&#8211; My Event Tickets<br>&#8211; Member profile and membership<br>&#8211; Donation and Pledges<br>&#8211; Other purchases<br>&#8211; Payment requests<\/p>\n<p class=\"p_tc\">&nbsp;\n<\/div><div  class=\"\" >\n<p class=\"p_tc\">Website CMS<\/p>\n<p class=\"p_tc\">&#8211; Website Content Management&nbsp;<br>&#8211; Posts and Pages<br>&#8211; Menu arrangement<br>&#8211; About Us<\/p>\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/06\/memberportal1.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/06\/memberportal_profile.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/06\/memberportal_services.jpg\"><\/div><div  class=\"tcvpb-image\" ><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2020\/06\/memberportal_tickets.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\">\n\t\t<header><div class=\"tcvpb_container\"><h3><strong>Demo Videos<\/strong><\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"\" >\n<p class=\"p_tc\"><iframe loading=\"lazy\" title=\"AH Member CRM - Members Portal\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/e8Rm0IXcCvQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"\" >\n<p class=\"p_tc\"><iframe loading=\"lazy\" title=\"AH Member CRM - Members Portal\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/e8Rm0IXcCvQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc section_with_header\" style=\"padding-top:10px;padding-right:10px;padding-bottom:10px;padding-left:10px;background-color:rgb(224, 224, 224);\">\n\t\t<header><div class=\"tcvpb_container\"><h3><\/p>\n<div style=\"text-align: center;\"><span style=\"font-size: 24pt;\">Summary<\/span><\/div>\n<p><\/h3><\/div><\/header>\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span6\"><div  class=\"\" >\n<p class=\"p_tc\">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.<\/p>\n<p class=\"p_tc\">The ready tools include:<\/p>\n<p class=\"p_tc\">&#8211; members and membership<br>&#8211; marketing and newsletters<br>&#8211; events and registrations<br>&#8211; member website portal<br>&#8211; event onsite manager APP<\/p>\n<p class=\"p_tc\">&nbsp;\n<\/div><\/div><div class=\"tcvpb_column_tc_span6\"><div  class=\"tcvpb-image tcvpb-animo\" data-animation=\"fadeIn\" data-trigger_pt=\"0\" data-duration=\"1000\" data-delay=\"0\"><img src=\"http:\/\/www.ahimhk.com\/wp-content\/uploads\/2018\/04\/member_brochure.jpg\"><\/div><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section><section class=\"tcvpb_section_tc tcvpb-centered section_body_fullwidth\">\n\t\t\n\t\t<div class=\"tcvpb_section_content\"><div class=\"tcvpb_container\"><div class=\"tcvpb_column_tc_span12\"><a  href=\"https:\/\/www.ahimhk.com\/zh\/contact-us\/\" target=\"_blank\" class=\"tcvpb-button tcvpb-button_light tcvpb-button_normal tcvpb-button_medium\">Contact Us!<i class=\"icon-bubbles\"><\/i><\/a><\/div><\/div><\/div>\n\t\t\n\t\t\n\t<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mi_skip_tracking":false},"_links":{"self":[{"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/pages\/1201"}],"collection":[{"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/comments?post=1201"}],"version-history":[{"count":78,"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/pages\/1201\/revisions"}],"predecessor-version":[{"id":3101,"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/pages\/1201\/revisions\/3101"}],"wp:attachment":[{"href":"https:\/\/www.ahimhk.com\/zh\/wp-json\/wp\/v2\/media?parent=1201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}