Customer Relationship Management
Keeping all contact information in one place
Keep the contact information of all your valuable members, donors and prospects in one place. MemberSuite makes it easy to keep track of the people that allow your organization to shine.
Customer Relationship Management
Gain visibility into your prospects and members through our CRM functionality.
- See a complete picture of everything associated with any record in your database with our 360° view
- Manage your records with the ability to create, edit, merge, and delete
- Define and track relationships between organizations and individual
Sync data seamlessly from Outlook into MemberSuite - Get automatically notified when a duplicate record is being entered
- Easily add an unlimited number of custom fields
MemberSuite Outlook365 Add-In
The MemberSuite Outlook 365 Add-In bridges the gap between your Outlook Inbox and MemberSuite CRM
Search MemberSuite to pull email addresses from your Individual and Organization contacts to compose and send emails directly from Outlook. The email record is then recorded on the MemberSuite contact or organizational records
Watch the video to learn more about MemberSuite's CRM Module.
Keep track of the people that allow your organization to shine by storing and gaining visibility into all member, donors, and prospects’ contact information in one place.