Contact Management

USE OUR CONTACT MANAGER TO ENHANCE YOUR MEMBER, CLIENT AND PROSPECT RELATIONSHIPS

• Centralize your contact records and streamline your marketing, membership and customer operations.
• Make each contact feel special when you capture and recall their unique demographic information.
• Track your contact interaction and create follow up tasks as reminders.
• Expand staff access to contact data and increase system security with a password protected system.
• Manage mass mailings, committee participation, contributions and donations, and sales' campaigns with ease.
• Reduce redundant data entry and reduce data entry errors by having one system that will notify you if you are entering the same record twice.

Case Study:

A prominent trade association had multiple databases used for different member functions. Each database was important but they were not integrated. As a result, each record was entered multiple times, data was out of date and mass mailings were difficult to complete. Our client now uses our Online Contact Manager as its central member database. Event registrations, committee management and membership interaction are all managed through the system. Staff has been given different levels of access based on their functions and can access the system from any web browser so that information is available to them when they are on the road.