Customer Relationship Management | CRM | Relationship Tracking Software Customer Relationship Management (CRM) for Schools, Studios, Continuing Education & Membership Organizations

 

Minimize
CRM for continuing education, membership organization and class providers

Driving revenue through the building of better relationships

Customer Relationship Management Features:

 Unlimited user defined fields to track data specific to your organization
 Notes and communication tracking and history
 Reminders and tasks that may be assigned to other users
 Easily categorize and group people for committees, marketing, fundraising, etc.
 Customize account and contact forms to easily view data you way
 Store photos for everyone including students, parents, instructors, & members
 Add multiple email addresses per individual
 Store multiple addresses per individual
 Referral source tracking with unlimited custom referral sources
 Account level discount assignments, coupon codes and member discounts
 Create multiple inter-account relationship options




 

Minimize