iMembership - Membership Management System - MS Dynamics CRM

iMembership - Membership Management System Overview

Members need clear communication, exemplary customer service. Also, company need to stay on top of revenue and grow their membership base to make sure that they deliver more value added services to help them stay on course. Maintaining services and growing their base are increasingly more difficult and expensive.

Idealsoft CRM Membership Management System (ICMMS) is an integrated set of web tools combining membership, event and website management for associations, clubs, online communities, membership website, non-profit organizations and other groups. The utimate CRM for Members - Membership Management Software built on Microsoft Dynamics CRM.

The Idealsoft CRM Membership Management System comprises of a total of 8 modules.

Idealsoft CRM Event Management (iMember)

Idealsoft CRM Event Management (iEvent)

Idealsoft CRM Event Management (iShoppingCart)

Idealsoft CRM Event Management (iMarketing)

Idealsoft CRM Event Management (iLoyalty)

Idealsoft CRM Event Management (iSelfHelp)

Idealsoft CRM Event Management (iFeedback)

Idealsoft CRM Event Management (iSurvey)



Idealsoft CRM Membership Management System manages renewals, helps organisation up-sell new services and tracks dues, and other revenue sources. iMembership tracks unlimited membership programs, levels and offerings. You can also see who your members are and target marketing efforts at the right segments. Billing functions include email, paper and web-based payment methods, with optional interfaces to credit card handling and other back-office cash management systems to keep costs down and revenue up.

Accessible from your web browser, this module provides an integrated revenue generation system. You can manage unlimited membership programs, track unlimited member profile facts, with flexible dues, donations and other funding attributes all handled in one centralised database. Membership Renewals easily queue up solicitations, expirations and all communications needed to keep cash flowing.

For further revenue generation, use the optional advanced iMarketing module to find and build segments and lists. The database makes it easy to direct market campaigns tailored to suit your clienteles spending patterns. You can use RFM scoring and build your own targeted segments using all factors of billing history, product interests or any other fact in the system.

With iMarketing, companies can focus the right offering to their members. This minimises the time spent developing marketing campaigns and maximises effectiveness.

iSelfHelp portal and optional credit-card handling can simplify membership communication and keep dues handling simple. Add on integrated Microsoft Business Solutions financial packages to provide complete financial and revenue management for your organization to streamline all of your systems.

iMembership is a multi-purpose web based application that will make your website standout, increase visitors and generate more sales. Adding a Membership System not only ensures repetitive hits by customising information to suit user’s preferences, but also enables you to build an online community that is secure with different membership and access privileges that are managed and updated by you.

It offers a more efficient service to the regular user by remembering purchasing details, language, colour preferences and provides users with member only benefits and ultimately, provides you with a valuable clientele, whose information is stored in a secure database.

The iMarketing module can be used to distribute important information, deliver newsletters and provide extra customer services.

Benefits: How Organization can benefit from using Idealsoft CRM Membership Management System
Integrated Solution: Idealsoft CRM Membership System is an integrated set of web tools combining membership, event and website management for associations, clubs, online communities, membership website, non-profit organizations and other groups.

Unified Communication Point: Your website is fully integrated with your member database, event calendar and online fundraising functionality. No more copy-pasting or export-importing between 6 different systems. Here is a sample scenario: Member applies online, pays with a credit card, system dispatches email confirmation, informs the administrator and activates member access to a private website section. All of that is fully automated and seamlessly integrated.

Historical Tracking of Member/non-member and Ex-member Profiles: Easily create member/ex-member and non-member profiles, relationship and interactive status from registration, renewal, conversion, blacklisting and participation in organised membership activities, providing an audited trail of information capturing a member life cycle from enrolment to deregistration.

Grow Your Community and Attract More People to Your Cause: Create and customize a professional-looking website in one hour. Engage your supporters and members with your blog and discussion forum, let them create online profiles and be listed in an online directory. Reach out with an integrated email tool to send newsletters. Have the system send automatic event notices and reminders.

Manage and automate membership management process: iMember will replace and automate time-consuming processes in your organization: new member application processes, membership renewal and dues payments, event registrations, online donations. Automate donation confirmations, membership renewal notices, broadcast individualized emails to members and event attendees and reach out to donors.

Increase Event Attendance: An event calendar on your website, automated e-mail notices and reminders as well as RSS feeds ensure people don't miss an event. People easily register and pay online - no manual work is required on your part and members do not have to re-type their personal details.

Attract and Retain Your Members with Better Service: Let your members apply for membership and pay dues online, update their contact information, participate on the blog and discussion forums and register for events online. Provide them with a secure access to a members-only private website section. Let them create online profiles and be listed in the member directory.

Communicate Information Effectively: People provide feedback and engage with one another using the blog and discussion forum.

Ensure Membership Drive Targeting Methodology: Initiate, track and close membership management loop consistently and efficiently with workflow rules that automate membership initiation stages, lead routing, notifications and escalations. Empower marketing people to create their own workflows with workflow tools designed for different membership groups based on activities, designations etc

Refer to our website for more information and customer case study:

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