Customer Relationship Management | CRM | Relationship Tracking Software Customer Relationship Management (CRM) for Schools, Studios, Continuing Education & Membership Organizations

Customer Relationship Management for Schools and Event Managers

Minimize
Driving revenue through the building of better relationships
ProClass customer relationship management is unmatched amongst class management software providers. Our multiple account contact relationships allows you to build relationship webs within your database to track the interactions between your customers and other customers as well as the interactions between your organization and your customers. Is a student on the board of a foundation you are applying for a grant with? Who referred specific accounts to your organization? What communications have taken place with the individuals associated with a certain account? Are there tasks that are supposed to be completed on certain accounts or with specific customers?  How many people attended certain types of classes or events in the last 12 months? Who has made donations to your organization and how much have they donated?

ProClass customer relationship management software lets you easily answer all these questions and many more. The more you know about your customers and members the better you can provide services to them and the stronger that your relationships with them will be. That is the goal of ProClass CRM - building better relationships with your customers, members, donors, instructors, and prospects.
ProClass Customer Relationship Management Features
  • Unlimited user defined demographic data fields to track data specific to your organization
  • Notes and communication tracking and history
  • Reminders and tasks that may be assigned to other users
  • Unlimited contact categorizations and groups for committees, marketing, fundraising, etc.
  • User definable account and contact forms to view contact and account data the way you prefer
  • Store photos for every contact type
  • Multiple email addresses per contact
  • Multiple addresses per contact with start and end dates and primary address designations
  • Referral source tracking with unlimited referral source lists
  • Account level preferred discount assignment
  • Contacts can belong to multiple accounts with different relationships on each
How is ProClass Different?

The customer account relationship associations in ProClass are unique to our software solution and enable you to fit the last piece in to your CRM strategies and truly track relationship on a whole new level. Contact may belong to an unlimited number of accounts and on each account may be designated with a specific relationship type and specific roles and permissions on that account. They can be registered on any account yes still maintain a single point of reference for their complete registration history. Most software would require that they be a new contact record to accomplish this and that would eliminate true relationship tracking and create duplicates in your mailing lists and database reports. With ProClass these relationships are easy to establish and the flexibility of them is virtually limitless allowing you to create the unique relationship network that is the driving force of your organization.

Our unlimited user defined fields and custom forms allow you to truly customize the ProClass database and application interface to best fit your organizations unique data requirements and workflow processes. With ProClass you are not bound to the requirements of another type of organization, you can create your contacts the way you want to see them.

Ready to learn more?

Call us today at 1-866-337-1267 or request more information.

Interested in getting started with ProClass?

We are pleased to offer free private demonstrations of ProClass so that you can see how our industry leading software will help your organization more effectively handle your unique class management needs as well as how the many other features available within ProClass will assist you in other areas of your operations, marketing, and customer service. To schedule a demonstration, contact us today at 1-866-337-1267, or click here to send us a request to have a representative contact you.

 

Minimize