Support Login
Customer Portal
Contact Us
We Are Here To Help

CRM

CRM stands for Constituent Relationship Management

GoMembers CRM is the core module of GoMembers AMS solution where you organize constituent data in one place instead of multiple spreadsheets or programs. GoMembers flexible CRM allows you to define field names, values, and parameters so you can track the information that is most important to you in terms that your staff understands.  Search unlimited views of the data and then easily update records with new category codes, post the list to one of GoMembers integrated e-Marketing solutions, or export the list for further review.

Forget the drill-down with GoMembers CRM. View a complete picture of constituent information on one form from basic contact information to current and historic activity including memberships, subscriptions, meeting attendance, committee memberships, donations, and more.  Easily update fields or process new entries with one-click access to relationships, orders, invoices, payments, relationships, activities and contact activities.

Key Features

  • Individual Constituent Management
  • Organization Constituent Management
  • Prospect Management
  • Unlimited Demographics
 
  • Definable Views of Data
  • Role-based Security Control
  • System Administration Management
  • Database Toolkit
 

Here's what GoMembers CRM can do for you

Keep Your Data Multi-Functional

It’s your data, use it how you need it. GoMembers CRM incorporates the General Report Interface (GRI) so users can filter data, select certain records or groups of records, and choose the type of output desired.

Stay In Control

Customize field names and parameters with your organization's terminology using the Administration Toolkit. Define users and user groups, maintain association-specific parameters and defaults, customize field labels for certain applications, and even administer certain processes that are run on a periodic basis.

Retain Members & Gain New Ones

Keep the pulse of member activity by tracking email, phone calls and event attendance of your current members.  Know who your active members are and keep them engaged while noting early warning signs of those who might be looking for the door and reach out before it’s too late.  Never lose sight of prospective members with GoMembers CRM. Identify and manage prospects for membership, advertisements, subscriptions, and track follow-up tasks for your staff with the Contact Management features.