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CRM & Reporting System

Contact Manager

Contact Manager

Contact Management provides real-time access to your business data including members, suppliers, partners, staff, web friends (Free Website Users), and journalists capturing and presenting all business and contact person data.

Our Association Membership System gives you a complete view of your data with searchable custom fields and allows data mining to enable complex reports to be created.

Track message history, read rates, bounces and other statistics through the CRM reporting tool on a user or member organisation level. This feature will help track how much a user or organisation uses their membership and receive aid in the renewal process.

Task Management

Task Management

Task Management helps your team to organise and prioritise all Calls, Meetings and Tasks to plan their day. Member Evolution provides prioritised lists and reports that improve your entire organisation's efficiency and productivity.

Easily schedule activities, assign them to other team members for follow-up and completion, prioritise your activities by start date and due date, then track them through reports and real time dashboard.

Data Mining

Data Mining

The Member Evolution solution includes a centralised database structure which collects and relates all data collected across the website, web forms, sign-up processes, surveys, member portal and member management database.

Using this data, Marketing Managers can in seconds create a list of users or members within a segment and deliver a target communication to them via email, sms or other social platforms. Similarly you can uncover trends and statistics which until now were out of your reach, and use this data to build improved value and engagement.

Report Generator

Real-Time Report Generator

Having a system with centralised data is great, but the power from centralised data comes from the ability to create practical reports. The CRM Report system allows for customised views of stored data to be created, saved and later accessed. These views can be presented both statically or dynamically.

Static Lists: Record the actual data in the system at that specific instant in time that meets a set of business rules and it does not change as additional data is stored in the CRM. Each time you run the report the result will be the same.

Dynamic Lists: Presents the data in the system for a set of business rules with the result changing dynamically as new data is captured.

Creating these reports is fast and easy with our integration of Fusion Charts. This allows users to create stunning data-driven charts and graphs to increase information retention.

More Features

Google Reporting

Google Reporting

Access integrated Google Analytics to report comprehensive website statistics and track marketing campaigns
Address Manager

Address Manager

Collect and manage personal, business and branch addresses with verification using Google maps
Data Mining

Data Mining

Sophisticated user and member segmentation facilities and reporting
Member History

Member History

Member history with the last correspondence date for mailed and called
Bulk Actions

Bulk Actions

Make bulk changes to stored member data selecting individuals or groups
Duplicate Reporting

Duplicate Reporting

Manages integrity of all businesses and contacts with duplicate suggestions and a merge facility
Contact Segmentation

Contact Segmentation

Segment contacts to regions, special interest groups, committees, campaigns and programs
Activity History

Activity History

Keep track of activities and actions related to your contacts and business accounts
Automatic Backups

Automatic Backups

Nightly backups with an entire copy being stored in dual locations for absolute peace of mind
Staff Search

Staff Search

An internal database comprising of phone numbers and contact details of every person in your company
Support Requests

Support Requests

Members can quickly raise a Support Request directly from their My Member Portal
Centralised Data

Centralised Data

No duplications of items across the company whilst also allowing for synergies between departments

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