Client or Constituent Relationship Management
CRM Software allow the automation and workflow of organizations data. It is integrated with bulk email, billing management, event registrations, clients or constituent management with detail reporting. Easily import and export unlimited contact information using spread sheet.
Easily track all records of all transaction activities and report your data in a seamless workflow process. Record checks, process credit card transactions, recurring bill. Easily import and export data
Setup an event with full set of tools for recording attendance and event activities. Easily create event registration form, register participant online or offline, generate registration confirmation and invoice. Send pre and post event reminder. Search participants by events, events type, role etc. Synchronize event with calendar
Client or Members
CRM let you manage your clients or members for them to setup an account, pay their bils, send invoice and reminder by email automatically. You can bulk import and export clients or members, communicate by mass mail and sms, create multiple groups, perform a search by individual or groups and generate monthly report.
CRM makes it easy to create and manage bulk email list. You can custom template of choice and personalize emails by merging with contact data. Create HTML and Text format, custom email, import and export unlimited email list, A/B testing, schedule mailing, segment email list, statistics, open rates and click-through rates. Monitor bounce rate and subscribe or unsubscribe.
Data view in charts(Bar, Pie, Table, Histogram) HTML or PDF and printable format. Export report as CSV, automate report delivery by email, generate custom report or from templates.
CRM allow you to easily manage accounting integration with full control. You can filter any transaction you want to export in batch. It is flexible from configuration to data entry and export. By linking financial type with corresponding income, asset and expense accounts in your chart of accounts. CRM automate accounting process.