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

 

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CRM for continuing education, membership organization and class providers

Driving revenue through the building of better relationships

Customer Relationship Management Features:

 Unlimited user defined 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 categories and groups for committees, marketing, fundraising, etc.
 Customize account and contact forms to view data the way you prefer
 Store photos for every contact type
 Multiple email addresses per contact
 Multiple addresses per contact
 Referral source tracking with unlimited referral source lists
 Account level preferred discount assignment
 Multiple account relationship options




 

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