CRM FOR PROFESSIONAL
ASSOCIATIONS

Professional associations provide many services to their members, such as group insurance, legal advice, training, networking opportunities, and more, to ensure their members’ development and growth. The role of such associations is not only to safeguard the public by making sure all their professionals go through rigorous inspection but also to support their professional members with access to tools and market analysis, making sure to equip their members fully. Involvement in such organizations is key to benefit from all the numerous services they offer and significantly enhance any professional’s business career.

Keep Track of Your Members

CRM provides a platform for members to renew their membership, taking away precious time from the association’s staff, enabling them to focus on other activities. Members can manage their own profile data and credentials, among other features. CRM is a one-stop-shop for staff to manage several member profile features, such as service subscriptions, training calendars, certifications, accreditations, invoicing, and to keep track of the members’ history. 

User interface displaying a sidebar with profile information and menu options

Planning Made Easy

Other features involve the power for members to share business insights and for associations to acquire new members through built-in marketing prospecting. Centralizing the members’ input and surveys make it possible for associations to grow and invest in the right direction. CRM encourages professional associations to leverage technology to create their own path towards increasing memberships and boost member involvement.

Calendar interface displaying color-coded events and tasks
A list displays names, countries with flags, and social media icons. Malcolm Quaday shines under Spain's flag. Other names like Lindsey Rivard (Germany) and Elizabeth Hurton (Russia) follow, alongside Brazil and the USA flags. Powered by Solutions Metrix consulting to enhance CRM accessibility.

Lead The Way For Your Members

CRM endows a 360-degree view of membership level management, including members’ experience and support, and a native integration segment for data collection and transfer. An especially powerful area is case management. Information is available across engagements so that you can offer the consistency and personalization your members expect while increasing customer retention.e.

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