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CRM 
FOR ASSOCIATIONS

Finally, a CRM that is both powerful and easy to use.

With exactly the right integrations and automation you need to grow better. 

Take control of your Member Relationship and staff Productivity

Centralize all your contacts, whether members or external stakeholders.

Take control of the complete lifecycle of membership management and outreach activities, by automating your daily tasks and interconnect all your digital tools.

Deliver more value to your members & stakeholders.

CRM for NGOs, CRM for nonprofitsur needs

For NGOs

Customized to your needs.

CRM for For Business Associations

For Business Associations

Deliver more to your members.

Leading Business Associations and NGOs
we work with

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The Most Loved CRM 
among Business Communities and NGOs in Europe.

We have shifted many Business associations and NGOs away

from either old-style data management systems,

or from substandard CRMs with clumsy interfaces.

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Best Customer service ever. We were provided excellent customer service. All responses were prompt and professional. Excellent services on like migration data, training, integration, orienting our staff and supporting us during the process. Very professional team with innovative tools! Symantra updates continously its services to offer to their clients a personalized experience. 200% recommended!

50.000 DAILY USERS

The CRM platform is now being used in over 25 European countries and hundreds of organisations.

 

All the data is stored in secure data centers in the EU (Germany, Ireland) - unlike many other CRMs.   

40 HOURS SAVED MONTHLY

The CRM platform helps save on an average 1 day a week for EACH staff in charge of operations by automating daily manual tasks.

 

Staff can finally re-focus on strategic tasks, instead of losing time on boring IT or admin tasks.

Most popular integrations
for nonprofits

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Advanced Features
Easy Admin for Non-Geeks.

Migration, Onboarding

& Training

Data-driven and Interactive Dashboard 

Members and External stakeholders' management 

Workflows to automate your daily tasks 

GDPR compliance and

Security by design

All Data hosted in the European Union

Keyboard and Mouse

Adapted to the specific needs
of Membership-based organisations

1

ALL-IN-1  CRM

From member Onboarding to Access Rights on other platforms; from Newsletter audience management to events attendees management, from Data collection to Invoicing...  All processes are streamlined thanks to well-thought automated flows.

 

The unification of these digital processes generates substantial productivity gains for the staff, so that they can focus on more strategic tasks. 

2

MEMBERSHIP MANAGEMENT

Acquiring members and managing memberships has never been easier. Long gone are the days of manually updating Excels and uploading datasets here and there.

With our CRM, all the data is centralized in one safe place. You have one source of truth for all your team. You can work collaboratively and you can easily filter out the information you need. No dependency on IT people anymore.

4

INVOICING & PAYMENT RECONCILIATION

You do not need to spend efforts to manually send invoices for the annual fees or events, match payments, checking invoicing details, …

 

Automated processes will save your association a huge amount of time and avoid revenue leaks.

Brand your invoices, set reminders, and manage complex tax calculations automatically.

3

TASK AUTOMATION & SYNC WITH YOUR DIGITAL TOOLS

The automatic workflows and 2-way sync Symantra developed around the CRM make your everyday work a whole lot easier. Manage all the access rights to the different digital tools, send out surveys automatically after a webinar, or remind automatically your members to pay their membership fees.

Once you set up, the CRM works for you,rather than you working for the CRM. 

5

SMART DATA COLLECTION FROM YOUR MEMBERS

Automate the process of Data Collection through prefilled Smart Forms, Approval workflow and Self-service Data updates for your members.

No need of a back-and-forth exchange of emails between your staff and members to update the profile or organisation information.

Where we help you

DATA AUDIT & DATA MIGRATION

 

We do a comprehensive audit of your data sources lying in your different tools and Excel files.

 

We have automated processes to unify all your current data sources and migrate them easily to our CRM.

 

It goes super fast thanks to our scripts and years of experience.

CRM CUSTOMIZED TO YOUR PROCESSES

We do NOT throw another empty platform in your face and make you figure out yourself how to fit all the data in this empty tool.

We understand that every organisation is unique and so adapt the CRM to your unique processes.

 

We developed custom features, modules, deep integrations of third-party softwares, and many workflow automations.

FULL AUTOMATION OF MEMBERSHIP LIFECYCLE


With this top-notch CRM, and the unique digital ecosystem around developed by Symantra, we help NGOs and Business associations (small or big) to fully automate their Membership Journey.

In a few weeks, not months.
From Onboarding to Invoicing.

You will liberate so much time!

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