CRM
FOR ASSOCIATIONS
Finally, a CRM that is both powerful and easy to use.
With exactly the right integrations 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.
For NGOs
Customized to your needs.
For Business Associations
Deliver more to your members.
Leading Business Associations and NGOs
we work with
The Most Loved CRM
among Business Communities and NGOs in Europe.
We have shifted many Business associations and NGOs away
from either expensive BigCorp CRMs which are an overkill to use or from substandard CRMs with clumsy interface.
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)- unlike many other CRMs.
40 HOURS SAVED MONTHLY
The CRM platform helps save on an average 40 hours per month for associations by automating daily manual tasks.
Staff can finally re-focus on strategic tasks, instead of losing time on boring IT or admin tasks.
Advanced Features
Easy Admin for Non-Geeks.
Built on
Open Source
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
Most popular integrations
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
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 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.
