CRM & AUTOMATION
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.
Hyper-automate your daily tasks, all around a smart CRM.
For NGOs
Create more impact
with targeted campaigns
& automations
For Business Associations
Deliver more Value for Money
to your Members.
Leading European Associations
we work with
The Most Loved CRM
among Business Communities and NGOs in Europe.
We have shifted so many Business associations and NGOs away
from either old-style data management systems,
or from substandard CRMs with clumsy interfaces.
It was a pleasure working with Symantra, transition was very smooth and execution flawless.
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.
1 Day a Week
SAVED
The CRM platform helps save on an average 1 day a week for EACH staff in charge of core operations by automating daily manual tasks.
Staff can finally re-focus on strategic activities, instead of loosing time on boring IT or admin tasks.
Most popular integrations
for Associations
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'll 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
Marketing automation, Membership Lifecycle automation, Events, Finance, Advocacy, Certifications.... Automate all your workflows and processes, all around a smart CRM.
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.
Once you set up, the CRM works for you, rather than you working for the CRM.
5
SMART
DATA COLLECTION
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.
All data collections flow automatically in the smart CRM.
Where we help you
DATA AUDIT
& PERFECT 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.
Super-fast Migration.
In a few weeks, not months.
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 an empty tool.
We understand that every organisation is unique and so adapt the CRM to your unique processes and technical requirements.
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 Business associations (small or big) and Nonprofits to fully automate their Membership Journey.
From Lead capture to Renewal.
You will liberate so much time!
Advanced Features
Easy Admin for Non-Geeks.
Migration, Integrations, Onboarding & Training
Data-driven and Interactive Dashboard
Members and External stakeholders' management
Advanced Automations for Association management.
GDPR compliance and
Security by design
All Data hosted in the European Union
About us
12+
CRM experts, UI/UX designers & senior developers.
3
languages. We work in English, French, German.
2
offices.
Brussels & London.
90+
Migrations & Integrations
to top-notch CRMs.
14
years of experience in digital transformation projects.
30+
CRM integrations with popular third party or complex custom dev.
More Products & Services
Symantra is specialized in 360° digital solutions
for Membership-based organisations.
Symantra is the Market Leader
in Digital Transformation
of Business Associations.
DIGITALEUROPE, EUROCHAMBRES, and many reputed membership-based organisations use Symantra's Member Platform (NextGen Extranet), specialized CRM, and 360° digital solutions for Association Management.
Hyper-automate your Marketing & Communications, Membership & Community management, Operations & Finance, Advocacy, Events & Certifications...
All around a smart CRM.
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