Flexible Online CRM with Membership System
Contact can be a member ANYTIME within iCRM. To make a contact as member, simply edit the contact and choose a membership category for the contact.
- The membership can be categorized by Membership Category and Membership Status.
- Membership category:
- Simple membership category can be created easily.
- Special membership category can login to the system with permissions.
Adding Membership to Contact
Multiple Price Items Database for Members
- Enter items into the item database. Comprehensive information on items can be entered.
- Multiple Item prices can be set for different membership categories. For example, bronze member price is higher while VIP member price can be lowered.
- The item will be used in quotations.
- The item will be used for recurrence items. In this case, the item can be “1-year membership”, “1-year service fee”, etc.
Multiple Member Price
Membership Widget Showing Recurrence Item Expiring
Membership Expiry Reminder Alert
- Membership widgets provide alert in dashboard.
- System will prompt an alert each time the predetermined time approaches.