Membership Management

Membership Management

• Set-up and support an unlimited number of members, membership types (including individuals, organizations and chapters) and statuses.
• Capture, manage and analyze member and prospect data in real-time.
• Automate and track dues collection for membership renewals as well as new memberships.

 

Customer Relationship Management

• Manage customers including individuals and organizations, prospects, contacts and relationships between multiple individuals and/or organizations.
• Track historical demographic, financial and engagement activity and report on trends over specific time-periods.
• Quickly edit, create and/or merge individual and organization profiles.

 

Member Portal and Websites

• Streamline online enrollment, renewals, product sales and event registrations with a unified shopping cart.
• Seamlessly integrate with existing CMS or member community platform.
• 24/7 self-service access to member profiles, committees, applications and association resources.

 

We Make Membership Management Manageable

• Create, manage and assign tasks to track progress of initiatives and member requests.
• Set-up unlimited user roles and assign different roles with role-based security to internal and external individuals.
• Build, schedule and deploy processes and manage history of processes which ran in the past.
• Sync data seamlessly from Outlook into Impexium.
• Create and report on an unlimited variety of custom fields.

 

 

 

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