CRM for associations
Successful organizations, associations and non-profit organizations increase their credibility with professional member management and first-class services. CRM software that has been tailored to the requirements of organizations benefit both you and your members.
Your CRM software requirements
- Managing your members professionally and creating transparency with regard to a member's data.
- Organizing events from planning, executing through to analyzing.
- Deploying a central communication platform for members and employees.
With a CRM software tool, all member information is included in the electronic dossier. And with one central database, you can keep an eye on what services they are using, their contact information and their member correspondence.
From planning to billing – you can organize events with as few as 10, or as many as a 1,000 participants using just one software tool. And you can track your projects any time using the overview. Your appointments, participants and all corresponding documents are displayed in a well-structured manner.
Members can always access relevant information via a secure Web portal, which is password protected. No need to send large mailings. The Web portal also serves as an internal information exchange portal for organizations or associations.
CAS genesisWorld is tailored to meet the specific requirements of your sector. This flexible CRM solution helps you manage customer information throughout your company.
CAS netWorks – the professional solution for managing associations. CAS netWorks offers functions that are tailored to your industry sector and enables you to impress your members and seminar participants with best services.
Features at a glance
- Member management
All member addresses are stored centrally and can be accessed instantly. Addresses and contact persons can be found within seconds with custom search and filter criteria, and distribution lists for target groups are easily created.
- Electronic member dossier
The member dossier displays all information about one member in a chronological way. All information about correspondence, event registrations, membership fee billings, qualifications, and so on, can be accessed anytime.
- Interactive member portal
You can communicate easily and quickly with your members. Members can access all relevant information online. New members can log on via the online portal and can update their data themselves. All changes are immediately stored in the central address database. The member portal can also be used for Internet presentations.
- Distributing the members' magazine
Manage the subscribers of your members' magazine and select the right target group before sending the magazine. A duplicate check helps you to avoid sending, for example, an e-mail to the same member twice. After the magazine has been sent, you can publish the magazine in your member portal so it can be downloaded.
- Manage members' qualifications
You can manage your members' qualifications for each member. Employees with the corresponding rights have an overview of the type of qualification and can be notified of, for example, upcoming certification assessments.
- Enhanced event management
Events can be displayed in the event calendar of the member portal. Members can quickly and easily register for events via the portal. The registration is immediately displayed for employees which makes it easy to manage all events.
- Fee administration
Membership fees are administered in the system. The fee administration module helps you to gain an overview of incoming bills, reminders or expenses.
- Appointment management
You can plan all appointments, jobs or holidays with the calendar. Meetings, workshops, events or group appointments can be easily created and a shared calendar view allows you to see colleagues' calendars.
Interested? Contact us.
Contact us to arrange a free consultation. We are available Mondays to Fridays from 8:00 to 18:00:
- Phone: +49 721 9638-188
- Online: Contact form