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CRM for Members

A customer relationship management system designed by Protech Associates for associations and non‑profit organizations.
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Protech Associates, Inc., a Microsoft Gold Certified ISV, provides The Complete Microsoft Solution for Associations to associations and member-based organizations. Protech’s solution, CRM for Members, is delivered within Microsoft CRM and features complete integration with Microsoft CRM, consistent navigation functionality, and an identical user interface. In short, CRM for Members has the exact same look and feel as Microsoft CRM, and operates in exactly the same way, guaranteeing rapid user adoption and ease of use throughout the entire organization.

With Protech CRM for Members, users obtain critical association management functionality including membership management, automated dues billing, dues deferral, meeting and event management, speaker and facility management, exhibit sales and contracts, subscription management, advertising sales and contracts, product sales and inventory (including complete product kit functionality), chapter management, list and committee management, program and donor development (fundraising), professional development and certification, and integration with financial management through Great Plains or Solomon.

Member-centric activities occur and are recorded within each member’s record in Microsoft CRM and CRM for Members, ensuring organization-wide access to critical member history and information, and empowering associations’ staff members to deliver optimized member service. For example, with member-centric transaction processing, an association team member can create, process, and track an invoice from within an individual’s or company’s member record; process payment; and email the invoice or receipt – all without ever leaving the membership management application. Protech CRM for Members enables users to process multiple kinds of transactions on a single invoice, eliminating the need for disparate, departmental databases, and streamlining internal efficiencies and financial management practices.

In order to ensure that associations have access to CRM for Members, Protech has launched a Partner Program, comprised of qualified Microsoft Certified Partners with experience delivering Microsoft CRM. Sales of Protech CRM for Members pull through an entire stack of Microsoft products, including Microsoft CRM, Great Plains or Solomon, Microsoft SQL Server, BizTalk, SharePoint Portal Services, Office, Windows, Content Management Server, and Small Business Server.

Popular Functionality Modules

Accounts Receivable Get a clear view of your financial picture with CRM for Members Accounts Receivable. Easily view all new and completed product orders, donations, event registrations, and…

Member Management and Dues Billing Take control of your membership data and dues billing activities! With CRM for Members Member and Dues Management, you can add and modify member categories, types, and…

List and Committee Management Improve the effectiveness of you committees, target marketing, and membership lists. List and Committee Management allows you to quickly build ad hoc lists; manage and track…

Meeting Management Effectively plan and conduct meetings and events. Meeting Management allows you to create multiple registration types, set limits on the number of people who can attend an…

Product Sales and Inventory Increase your non-dues revenue. CRM for Members provides a comprehensive method for tracking the sale of both inventory and non-inventory products including books, videos,…

Complete Functionality Module List

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