Purchase Membership Software
 
 
 
            
 
 

Member Services Module
A "Customer Relationship Management" Aspect


Have you been looking for an effective way to manage the multiple member requests
that come into your office?

Would you like to be able to monitor the communication between your staff and your members?

The Member Services module enables all staff to effectively track their communication with members, as well as send tasks to other staff. For example, the expo manager might be visiting with a prospect interested in your next tradeshow.  Member Services allows the expo manager (or anyone else) to assign the task to the appropriate department and then follow up on the progress.

Features

bullet tiny View all items - or just those still open
bullet tiny View your items (all or open) or those for a specific staff member
bullet tiny View all items for a member
bullet tiny Search for items with the same subject
bullet tiny Send email to contact (member) or assigned user (staff member)
bullet tiny Send a "due today" task email to assigned user


 

 

 

 

        
             

Additional Features

bullet tiny Print a fact sheet showing all communication with a member regarding an issue
bullet tiny Print a complete history of all member services