Members, customer, stakeholders, team members, etc. No matter what you call them your organization deals with people all the time. Management of these people and your relationship with them is much easier if all of the appropriate data is maintained in one place. It's even better if it's integrated with your training system (LMS) and your accounting package. We give you the means to do so.
Many ways to communicate
We've integrated some of the latest technologies in our CRM so you can maintain a relationship with everyone, without feeling overwhelmed. Email, texting, social connections as well as off line channels (think phone and snail-mail) can be maintained in one spot.
Custom groups per user is easily organized can communicated to, but you can also have a number of demographic groups, as well as use-case groups. Some examples of these are suppliers, members approaching a certain age (55-64), trustees, past terminated members, delinquent employers, you name it, you can create a group and communicate with them as you need to.
Our CRM has a large number of standard CRM reports but because it is also integrated into our LMS, accounting, and PRS you can also get stats and reports from communication based upon different criteria pulled from the other systems. Email open, delivery, click reporting is baked in. Get the detailed analytics you need to plan better, serve better and maintain a better/stronger bond with different groups.