ProTech CRM Solution Chosen by Institute of Risk Management to Support Its Growth and Development

25 July 2017

'ProTech CRM Solution Chosen by Institute of Risk Management to Support its Growth and Development'

Aldridge, West Midlands – 25 July, 2017: Following an extensive review of the CRM marketplace, The Institute of Risk Management (IRM) has taken an essential strategic decision to deploy ProTech’s highly secure digital platform ProWeb and specialist CRM software Pro9, to provide an integrated web and CRM solution, enabling IRM to embark on a programme to deliver enhanced digitisation as a foundation for the improved delivery of services to its customers and members.

“Implementing a single scalable CRM solution, which fully integrates with our website and other third-party applications, is the first step in our digital strategy to enhance our external communications and improve our product offerings and service delivery,” said Ian Livsey, CEO of IRM, the leading body for professional Enterprise Risk Management which provides globally recognised qualifications and training, publishes research and guidance and sets professional standards.

IRM did look at upgrading its former CRM system but did not want to invest in an upgrade that potentially would not meet IRM’s current CRM requirements and importantly those of the future.

Pro9 integrated with ProWeb delivers a scalable, future proof and cost-effective solution, offering specialist modules, developed specifically for the Not for Profit sector. Modules include CRM, Workflow, Membership and Subscriptions, Event Management, Marketing and Campaigns, Continuous Professional Development and Professional Qualifications.

Of importance to IRM were the features and functionality of ProTech’s Professional Qualifications module. Pro9 integrated with ProWeb ensures that data is captured and processed in a single solution to provide IRM customers and members with fast and accurate access to its qualification products and services.

IRM’s thorough review of the CRM marketplace involved discussions with twenty companies, seven of which were invited to tender.

“Our selection of ProTech as IRM’s preferred supplier was supported by Hart Square, the independent CRM and Technology Consultants who we had engaged to undertake a business review case of our CRM requirements. We look forward to working with the ProTech team to help IRM drive our growth and development,” concluded Livsey.

About ProTech:

For more than 20 years ProTech has been delivering specialist CRM software and change management services to the Not for Profit (NFP) sector. Its Pro-9 CRM software operates in a Microsoft environment and delivers easily configurable specialist NFP modules with CRM, workflow, process automation and reporting capability at their core: Membership & Subscriptions, Learning & Education/Professional Qualifications, CPD, Event Management, Annual Appeal, Fundraising, Marketing & Campaigns and Sales Ledger.

By adding ProWeb, (secure digital platform) and ProCloud (a fully managed Cloud CRM offering) to its specialist CRM and change management solution portfolio, ProTech delivers a Government ‘OFFICIAL’ security accredited fully integrated web and CRM platform.

ProTech’s Lean3S, change management methodology based on Lean and Systems Thinking, ensures that NFPs can fully optimise their investment in ProTech’s fully integrated web and CRM technology platform.

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About IRM:

IRM is the leading international professional body for risk management. We are an independent, not-for-profit organisation that champions excellence in managing risk to improving organisational performance.We do this by providing internationally recognised qualifications and training, publishing research and guidance, and raising professional standards across the world. Our members work in all industries, in all risk disciplines and across the public, private and not-for-profit sectors.

Media Contact:

Sarah Chidgey


07795 288302


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