CUSTOMER RELATIONSHIP MANAGEMENT

 

The Client Relationship Management (CRM) application helps employees track milestones and engage with prospective members throughout the recruitment process, while nurturing relationships you have already established.

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Personalized for Each Employee

Each employee can create their own personal dashboard enabling access to detailed data about members, guests and prospects including:

  • Notes
  • Activities
  • Opportunities

Track and Nurture Prospects

Easily track prospective members by recording their opportunity type, the stage to which the opportunity has advanced, probability of close, and required milestones.


Elevate the Member Experience

Take the membership experience to a new level by ensuring member comments and milestones never fall by the wayside. The CRM application allows users to:

  • Create and assign tasks to staff members.
  • Track when tasks are completed.
  • Add contact types such as a personal phone call, or an automated email response.