Membership management | BrixCRM

Membership management

By registering all data surrounding your members in one central system and automating processes, recruiting, managing and keeping members can be done more efficiently. We provide the tools to further professionalize your organization.

 

 

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Based on SugarCRM, we realize a customized system for your organisation, that will combine the power of SugarCRM with specialized membership administration features. All processes surrounding membership administration and membership recruitment will be streamlined to the max. You will be provided with the tools in order to further professionalize your non-profit organisation, foundation or commercial business, and to be able to provide your members with a better service.

NEEDS
  • Register and manage memberships
  • A central overview of contact data and features
  • Optimize communication with members
  • Organize events/actions for potential members
  • Recruit members and/or sponsors
  • Management (invoicing) of membership fees
  • Membership segmentation
FEATURES
  • Standard CRM features: All standard CRM features combined with specific membership administration features
  • Campaigns: Create and send (personalized) emails, create call-lists
  • Website integration: Interface between website and CRM system
  • Invoice Management: Send your invoices in an easy way through interfacing with the financial system of your organization
  • Membership management: Decide on and manage membership fees through pre-defined roles
  • Reports: Insight in every detail such as the development of the membership base and achieved results
  • Templates: Templates for e-mails and letters, and an integration with membership data
  • Integration social media: Real-time updates from social media from members
  • Self-service: Data can be maintained by members themselves
RESULTS
  • Insight in all membership data
  • Insight in all contact moments with every single member
  • Excellent member service
  • Effective membership/sponsor recruitment
  • Save time and money
CLIENT CASE: ROYAL NOTARIAL ASSOCIATION

All (candidate) notaries in The Netherlands are automatically a member of the Royal Notarial Association (Koninklijke Notariële Beroepsorganisatie, otherwise known as KNB). All data of the KNB is centrally stored in the Basic Registration of Notaryship (BRN), a system that was realized by BrixCRM. BRN is an important source of information for the KNB, it’s members and external parties, such as the chamber for the notaries. A customized portal automates processes and creates the possibility to exchange information. An interface with the municipal database makes sure all address and person-related data can be checked and updated automatically.

THANKS TO BRIXCRM WE HAVE A BETTER UNDERSTANDING OF OUR OPPORTUNITIES AND PIPELINE. OUR USERS ARE VERY POSITIVE ABOUT SUGAR.

MARK ROTTEVEEL - YES TELECOM
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