CRM for Membership Management

Function : Membership   |  Solution :  Sage CRM    |  INDUSTRY:  Not-for-Profit, First Nations, Education

Exceleron has developed a customization that is suitable for Education and Non-for-Profit organizations to assist with tracking membership details. This solution supports and organizes profile management, enrollment fees, funding, and programs. Reduce time on membership renewals and claim processing into minutes.

Features & Benefits

Tracking: Track and manage different member programs continuing education credits, agreements, and fees. 

Member Portal: Access to member portal to manage profile, enrollment, payments, programs, documentation, and agreements. 

Integration: Ensure allocations from different sources for members with integration to the financial system.