Advanced Features

Easy Admin for Non Geeks.

Integrated with your

favourite Digital Tools

Where we help you

EXISTING DATA AUDIT AND DATA MIGRATION

We do a comprehensive audit of your data sources lying in your different tools and Excel files. We have semi-automated processes to unify all your current data sources and migrate them easily to our 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.  

PERSONALIZED TRAINING

​

We give you a training tailored to your needs and work as an extension of your team. You buy not just a tool, but a team that brings together the best practices from leading EU Business/Trade associations and non profit organisations.

Adapted to the specific needs of Associations and Membership organisations.

ALL-IN-1  CRM

From member onboarding to access rights of member platforms; from newsletter List management to webinar/events Attendees management, from Data collection to Invoicing...  all processes are streamlined thanks to well-thought (semi-) automated flows. The unification of these digital processes generate substantial productivity gains for the staff so that they can focus on more strategic tasks. 

MEMBERSHIP MANAGEMENT

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

INVOICING & PAYMENT RECONCILIATION

You do not need to spend efforts to manually send invoices, 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.

TASK AUTOMATION & SYNC WITH YOUR DIGITAL TOOLS

The automatic functions in the CRM makes 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 your members to pay their membership fees.

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

SMART DATA COLLECTION FROM YOUR MEMBERS

Automate the process of Data Collection through

« Smart Forms » Prefilled, Approval workflow and Self-service data update for your members.

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