Associations/Membership

Comprehensive Customer and Member Relationship Management (CRM/MRM) Application Suite manages relationships with individuals and organizations, plans events/conferences, manages communications, streamlines complex requests and automates workflow. In addition to a sub­stantial list of built-in functional capabilities, applications for Fundraising, Case Management, Education/Certification, and e-Business are available. Integrated Marketing Campaigns and Sales Force Automation capabilities built into the core CRM/MRM product provide extensive marketing, e-Marketing and sales tools. Aptify is scalable for a large number of users/records and built to provide maximum flexibility through configuration. Aptify provides users with the choice of using a rich Windows application, Web Access or both! Aptify helps develop a value-added relationship with customers and members. Obtain a 360-degree view of each rela­tionship to optimize quality of service and opportunities. Improve service quality and provide personal attention to each member and customer. Expand the value of offerings through targeted marketing based on areas of interest. Powerful business intelligence/analytics tools built-in, including charts, graphs and pivot tables. Provide an interactive directory of individuals and/or companies. Interact dynamically with your Chapters/Affiliates/Components on the web. Dues and Deferred Income Meetings, Conferences and Events Robust Order Entry and e-Payment Processing Inventory Management and Order Fulfillment Subscription and Publication Management Education and Certification Fundraising and Grant Management One-click integration with Microsoft Word and Excel Complete integration with Microsoft® Office Outlook® for contacts, calendar and email Direct Integration with Crystal Reports® Online Surveys