SOLUTIONS

CRM Add-Ons

EVENTS MANAGEMENT

In many industries, running events is a crucial element of engaging with partners, clients, or wider networks. Event Management is not solely about planning and running the event. Businesses must consider their invite list, and managing registrations and payments. Without an automated system, collating an invite list can be time consuming and cumbersome. Furthermore, following up those that have responded to invites and managing payments can be difficult. This is why we developed an Events Management add-on for CRM.

After creating an event or campaign in CRM, it can be published to your website (using Joomla! or WordPress) as either internal (staff only), private (invite only) or a public event. Using your existing CRM contacts list you are able to send out invites via email to all contacts or to a pre-selected list. Each invitee receives a unique link, which they can use to register for your event. Registrations are automatically synced to your CRM system every 24 hours, so you don’t have to go searching for registrations. CRM automatically creates an invoice, and if you have accounting integration, automatically invoices in MYOB or Xero. Finally, CRM will automatically close the event after the date has passed.

This add-on provides easy invitation sending through your native CRM contacts list. It integrates with your website and payment gateway. Registrations are collected in a single location, invoices are created, and payments are easy to find. Through automating many of the time-consuming tasks, this add-on makes running events a much smoother process.

MEMBERSHIP MANAGEMENT

Businesses that rely on membership from clients or customers need efficient methods of requesting renewal of membership. This can sometimes be an arduous task, requiring staff to collate member details, contact members, and determine which members have responded and if a membership was renewed. Without a central system to complete this task, members can be missed and determining membership base is difficult. To combat this issue, we developed a Membership Management add-on for CRM.

After creating a Membership Renewal Campaign, emails are automatically sent out to your members using your native CRM contact list. Members receive an email with a unique link to your online portal used to renew membership. Members are able to specify their category of membership, if relevant, and therefore which pricing bracket they fit into. They are provided with the opportunity to update any information, such as a change of phone number or contact person, ensuring your details are up to date. The system automatically syncs with your CRM, occurring every 24 hours. The CRM automatically creates a membership record, and automatically creates an invoice. If you have integrated accounting software with CRM, automatic invoices can be created in MYOB or Xero as well.

This add-on ensures all members are contacted, reducing the number of members that “slip through the cracks”. Using automation of records, you will know which members have responded and renewed memberships, and have accounting records that match. This saves you time and money, and helps retain your members.

How can we help?

If you have some questions or would like to get a quote, please get in touch!

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