Track Contacts through the Customer Relations Manager 


Getting prospects to join, getting members to participate, and getting participating members to serve as officers can be a lot of detail-oriented hard work. For individuals in this type of sales role, MemberLeap offers the Customer Relations Manager System (CRM System).

The CRM System allows an organization to track individual contacts with a member or prospect. Contacts, in this sense, means any contact with a given member or prospect. This would include phone calls, emails, messages, mailings, walk-ins, or any other contacts you make.

The CRM System also includes a tickler system. This way, such that a user can set an alert to remind themselves to contact a prospect or member in the future. This is very handy to follow up with prospects regarding membership, or follow up with members regarding events and activities.

 

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