Customer Relations Management


Make it Easy to Track Your Community's Interests

Multiple Accounts

Your constituents created multiple accounts? No problem! Easily make empty accounts inactive and merge accounts with various transactions into one account.


Communication

You can send custom group emails, as well as automated emails for class confirmations and reminders. Keeping in touch is easy with email templates for receipt of purchases, thank you notes, cancellations and more.


Analysis

Reports that track class participation trends by semester, media or instructor. List Builder and Notes Explorer allows you to build and create custom groups for letters and emails for new classes, new events, and upcoming date nights.

How it works

Each customer has a separate account for tracking every class registered, donation, membership, and tickets purchased. Every couple and family is tracked by household, so mailings are easy and efficient.

Each child has fields for emergency contacts, food allergies, phone numbers, email address, seasonal addresses, and demographic attributes.

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Streamlined Virtual Operations

Robust Class Scheduling and Registration

Account Management for Individuals and Households

Membership Discounting or Point of Sale

Sales Analytics and Dashboards in real-time

Web Integration

Customers process registrations and memberships through your website

Add your styling and brand on each web page

Collect customer analytics right from your website in real-time


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