Standard CRM Features
Here are other standard CRM features for associations
While Membri 365 provides all the fundamental necessities for managing memberships, it goes beyond that. Explore more about the additional CRM features for associations that are available to cater to the unique requirements of associations.
Management of usernames and passwords
For organizations that want to offer services that require members to authenticate, our solution can take care of all member ID and password management. An email can automatically be sent to new members to allow them to set their password. The member can also reset their password themselves if they forget it by providing their email address. These two automated processes can also be triggered manually by a user. Typical CRM features for associations that are logically beneficial!
Web integration tools (API)
Our API includes several features to allow your web integrator to interact your website with your CRM. This can be used to set up a members directory, an events calendar or an online membership form.
Donation management
For NPOs, the financial participation of members, partners and collaborators is essential. Our membership management solution allows you to efficiently track your collections. Whether to create a donation campaign, a donation notice or to manage donations from your website, Membri 365 is equipped to provide assistance in your fundraising efforts with these CRM features for associations that are advantageous to those in need.
