CRM/MRM/XRM
In a world of ever increasing acronyms, Customer Relationship Management (CRM), Member Relationship Management (MRM) or Anything Relationship Management (XRM) are been increasing banded as the must have functionality in any new Not-for-Profit system. Essentially they all lead to the requirement to create and build holistic views of any / all interaction that an organisation has with its members, supporters, students and the like. The latest version of Pro has built further on the previous releases of the application to add increased features and functions to provide these facilities. High level features include:
- Integration with Microsoft Office & Outlook
- Full Contact Management
- Appointments
- Phone calls
- Correspondence
- Emails
- SMS
- Integrated online maps
- Document Management including full text index searching
- Integrated work flow
- Multiple delivery methods
- Sophisticated mailing preferences
- History of current and pending correspondence
- Defined communication limits within time periods
- Fully integrated email and response management
- TPS & MPS support