CRM One-stop Management System
Helper for Social Enterprises
System Features
Member Management
- Support multiple member relationships
- Multiple identities, cross-center
- Maintain complete membership records
- Customizable membership and fees
Activity Management
- Registration function
- Financial budget and reports
- Online approval
- Activity plans, calendar scheduling
- Support multiple people managing one project
Case Management
- Customizable case management cycle
- Allow multiple reviews
- Record assessments/meetings/referrals
- Document upload
Receipt Management
- Consolidate all receipts
- Support refunds
- Reprint/reissue receipts
- Export to Excel
Project Management
- Service plan: target audience, goals, philosophy, etc.
- Service content: classes, cases, services, assessments
- Service reports: performance indicators, etc.
- Establish milestones, finance and budget, etc.
Statistics Management
- Export reports meeting SWD requirements
- Provide real-time data analysis
- View unit data based on system permissions
- Export data by cut-off date/fiscal year
- Export data by project/fund management/donations
Upgrade Options
CRM Kiosk
A flexible service station that can be assembled according to organizational needs
Suitable for member check-in points, receipt printing, cashier counters
CRM App
Beautifully designed mobile user interface
Suitable for activity information and registration, member notifications/announcements