CRM System Malaysia

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Flexible Online CRM with Membership System

Adding Membership to Contact
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.

    • 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.
    • crm system malaysia items database member price
    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.