Stakeholder Database/CRM

Automating and integrating your critical organizational processes -
A to Z

The lifeblood of any organization, the stakeholder database, is housed in a full-featured Customer Relation Management (CRM) system to help you keep detailed tabs on the health of your stakeholder base. The affnetz™ CRM function allows the organization to have a complete view of actions that build and sustain the health of the member base.

FEATURES

  • Comprehensive stakeholder database
  • Log all interactions with stakeholders - e-mails, phone calls, marketing campaigns
  • Engine for Affinity Matching®- affnetz™ suggestions for making peer-to-peer connections based on profile characteristics
  • Sales pipeline - track candidates for memberships and membership renewals
  • Marketing automation - manage marketing programs including e-mail campaigns with tracking
  • Interfaces with QuickBooks® to log all payments and refunds including promo code integration
  • Tags on stakeholder entries (e.g. – identify members of committees)
  • Allows stakeholder and non-stakeholder (guest) listings

Want to Know More?

  • Streamline your operations
  • Enhance member and stakeholder engagement
  • Increase revenue
  • Increase first-time and recurring donations