top of page
Group Discussion

CRM

Slightly transparent network connected globe

A CRM that helps you connect and engage with your members!
 
Is your members' contact information hard to manage?

CloudCentre CRM icon

Managing all of your member contact information and engagement can be a nightmare for associations. CloudCentre hosts an association management solution that runs on the cloud, reducing your running costs, and administrative time, allowing you to focus on engaging with your members.

​

The CloudCentre member database is a totally integrated ‘Customer Centric’ Member Database, Financial, and Web platform allowing you to run your entire business using one application and one database that will provide you access to accurate and live data.

​

With 24/7 access to extensive Customer Relationship Management functionality, you can service your members from any point of your organisation, allowing your staff to work better together with employees, partners, and members, from different locations, and different devices on the cloud.

​

Build a comprehensive view of all your members with CloudCentre's in-depth segmentation, engagement, and web integration tools. Personalise every interaction and tailor your messages to individual member needs and interests with these groupings and features: 

Slightly transparent network connected globe
Slightly transparent network connected globe

Customer Segmentation

Customer Engagement

Website Integration

Capture company and personal information

Utilise the interactions and task management tools

Prospects could join online, Renew their membership and update their own details online

Tagging for different groups and status’

Automatically record all your member's engagements

Join special interest groups and committees and manage communication subscriptions online

Tagging members to access different content/documents

Automatically record all your email communications

View, print and pay all their invoices online

Communication subscriptions (mailing lists)

Automate all your operational processes

Register to events & courses online

Topics of interests

Assign a BDM or account manager to your member and record the meetings

Industry information

Roles

Special interest groups

Select and register a conference package

Purchase products and services

View, print, and enter accreditation records

Slightly transparent network connected globe

Search through the member directory

Search through the document directory

Publish Careers / Classifieds / eNews / blogs

Integrate Learning Management Systems

Our solution

​

Coresoft's CRM is the foundation system in a series of customer-centric applications. It manages an enormous variety of customer information collected by staff as they interact with customers on a daily basis.  This information can be analysed and segmented to provide you with the know-how to align your business strategies to capitalise on new market share and retain existing customers.

​

CloudCentre's CRM module provides the functionality and tools to manage all of the following

​

  • Relationship Automation

  • Relationship Status

  • Marketing and Analysis

  • Managing Customers

CloudCentre Customer Relationship Manager mockup

Benefits for your members

​

CloudCentre's CRM offers a cost-effective, unified solution for managing members, and streamlining processes throughout your business. Members enjoy improved customer service through their own portal access for updating details, saving staff time. The portal stores conversation records and support issues, enhancing communication. Our Cloud-based solution boosts efficiency, member value, engagement, revenue channels, and communication.

 

If you require an unlisted feature, please get in contact with us, we may still be able to find a solution for you!

Coresoft Why Choose Us graphic
Slightly transparent network connected globe
Coresoft LinkedIn  (4)_edited.png

Want to see more?

Book a no-obligation needs consultation with our team of experts today!

bottom of page