Membership software

Pythagoras is a Microsoft Gold Certified Partner for Microsoft Dynamics CRMMicrosoft CRM for Memberships has been designed for all membership-based organisations whose requirements include the maintenance of member details, subscription renewals and communication with their members and prospects. A huge benefit of this membership software is that it sits within Microsoft Outlook, and uses all the features found in the worlds most advanced CRM system.  Microsoft CRM for Memberships will benefit a wide range of organisations including:

Not-for-Profit Memberships

  • Charities
  • Schools and Education
  • Universities
  • Schools and colleges
  • Alumni
  • Fraternities
Professional Memberships

  • Associations
  • Institutes
  • Guilds
  • Societies
  • Trade Groups and Trade Unions

Business Memberships

  • Chamber of Commerce
  • Business clubs
  • Enterprise agencies
  • Seminar / conference organisers
  • Training organisations

Recreational Memberships

  • Activity groups
  • Sports and social clubs
  • dinner clubs
  • Social organisations
  • Recreational groups
  • Corporate hospitality organisers

Key benefits of Membership Software:

  • Membership Database: Microsoft CRM for Memberships is a highly configurable, Member, Prospect and Donor database system. The Microsoft CRM for membership’s data is stored in a Microsoft SQL Server database.
  • Membership Software Outlook Integration: Microsoft CRM for memberships extends the reach of Microsoft Outlook by turning it into a tool to manage customer information.
  • Membership Software Subscription: Microsoft CRM for Memberships has full membership subscription functionality to enable you to manage your member subscriptions from start to finish.
  • Membership Software Event Management: Microsoft CRM for Memberships is a great tool to effectively plan and execute all your membership event management requirements.
  • Membership Software Reporting: Membership software reporting and business intelligence has reached a new level of importance for decision makers.
  • Membership Software Comparison: Compare Microsoft CRM for memberships against any of the other products on the marketplace.
  • Membership Software Advantages: Many of the membership software databases on the marketplace today have drawbacks and also lack flexibility when it comes to servicing all the requirements of users. See what the common issues are.
  • Membership Software Screenshots: Microsoft CRM for Memberships works from within Outlook providing an easy to use platform to access all your membership data.

Microsoft CRM for Memberships will automate many of the administration processes performed in any membership organisation maintaining large numbers of contact details or scheduling frequent activities or events. Simplify time consuming and complex office functions thereby saving time and resources as well as providing instant access to information about your organisation in a variety of formats.

Microsoft CRM for Memberships provides you with the following list of Membership software features:

Membership managementUpload event availability to the web
Subscription renewal processingUpload current booking details to the web
Membership and Event ID cards Enquiry follow-up
Event bookingMail-merge features
Simple event cancellationAddress / mapping link function
Attendance and payment historyEmail features – including HTML and attachments
Payment collectionSMS text messaging
Late payment chasingLabel printing
BACS processingEnvelope printing
Credit notesFlexible operational reporting
Resource/facility ManagementManagement reporting
Batch functions for mass communicationsFiltering for Targeted Communication and Reporting
Financial analysisTo do/follow-up flagging
Merchandise featuresSource of contact analysis
Import enquiry contacts from the webSupplier account management
Upload event write-ups to the webClub newsletter generation

To book a demo of Microsoft CRM for Memberships, simply email us at info@pythagoras.co.uk or call us on 0845 850 1550. 

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