MemberCast

Track all data and relationships for both individual and corporate members, including key metrics, nonfinancial statistics, member activity, event attendance, subscriptions, sponsorships, referrals, dues renewals and marketing responses.

User-defined fields and relationships within the Customer Engagement CRM provide robust capability for storing and reporting data. Sync to Microsoft Outlook and Excel for single-source data management.

Automate dues billings to occur on definable recurring schedules and include parent/corporate bill-to and proper deferred revenue and recognition.

Track committee participation by individuals and activity history by committee and/or position.

Track political or foundation contributions, including past participation. Link contributions and members to specific events for greater visibility.

Define and assign fields and/or relationships to track awards and certifications at any record level.

Integrate with card authorization services and relate payments at the contact, order and group levels. Utilize built-in card authorization services and process credit card transactions directly from the Customer Engagement CRM or from the web.

Use functionality with billing, accounts receivable, web integration, alerts, workflow, marketing and reporting.