OPERATIONS APPLICATIONS
MANAGEMENT
The power to see more & do more
INBOUND MARKETING
Leverage forms to acquire & automate on your site & across the web
CRM
Retain, convert & engage with our CRM application.
OUTBOUND MARKETING
Advance outreach including automated lists, campaigns, & fine grained segmentation
MANAGEMENT
- User Manager - 360˚ view of user across Membership, Social, CRM, &Marketing
- Fully Integrated - View attended events, store purchases, directory listings, jobs applications & more
- Subscriptions - View and manage a user's subscriptions
- Finances - view of user's financial statements and invoices
- Social Profile - Manage user social network activity, notifications & privacy rules
- User Notes - keep the track of notes including support for version history
- Marketing Profile - Manage email subscriptions, monitor statistics and history & control a user's mailout queue
- CRM Profile – Assign to user tasks, event workflows & mailing lists. Reply by e-mail to user's form inquiries.
CRM
An extensive sales toolset to convert non-members, whilst retaining & delivering more to your current members
- Contacts & Leads - Helps you effectively track, manage and organize your leads
- Deal Management - Track all of your deals progress, customer's history, product status and other operational constraints
- Pipeline Management - Designate a process of overseeing and directing future sales in various stages
- User Access - Designed with simple, powerful roles to allow maximum efficiency
- Team Management - Organize all of your organization's contacts efficiently and share them with the appropriate teams
- Custom Forms - Create lead and contact forms, including custom fields
- Custom Reports - A simple interface to dynamically generate custom reports
- Customization - Make the system work the way that suits you
- Sales Goals - Employ team-based goals creations to help motivate
INBOUND MARKETING
- Contact Forms – Customize forms to capture emails address & any other information
- Popup Web Boxes – Boost conversion rates turning visitors into customers
- Mailing List Integration – Automatically add users to specific mailing lists
- Automated Campaigns – Follow-up autoresponder campaigns with personalized emails
- Campaign Tracking – Monitor open rates & click through activity
- Lead Management – Automatically add contacts into CRM application
OUTBOUND MARKETING
An mailout toolset that leverages the power of automation to let you do more
- Advanced Statistics - Chart statistics of each mailing, including open rates & advanced click tracking
- Fully Integrated - Seamless integration with Polls/Surveys, Events, Social, CRM and more
- Send Process - Queue management, automatic send process, bounce back handling & more
- Template Management - Customize your own set of templates or import external ones
- Mass Subscription - Filter users by custom fields, user groups or many other criteria & then subscribe to one or many mailing lists
- Smart Newsletters - Automatically sent to one or several of your lists at a fixed frequency or set timing
- Mailing Lists – Full list management capabilities including the automated addition of new subcribers that meet preset criteria
- Create Newsletters – Create, preview then send using powerful queue system
- Personalized emails – Include personal information drawing from system wide fields
- A/B/C Split Testing – Compare newsletters and find the best version to send to your users
MORE OPERATIONS APPLICATIONS
Create PDF invoices, send over email, manage contacts and collect online payments
- Create and Manage Invoices - Create custom invoices and keep track of your business transactions
- Multiple Payments - Optionally split each bill into multiple payments and set their due dates
- Fully Integrated - Automatically create invoices when orders are placed in Store, Subscriptions, Events etc.
- Quotes - Create quotes (estimates) for your clients
- Recurring Billing - Recurring invoices to automate your invoice creation process
- Online Invoices - Allow your users to see their invoices right on their profile page
- Manage Contacts - Save Contacts information for quick and easy future invoice creation
- CSV and Excel export - Export your list of invoices or payments into CSV files
- Cashbook Integration - Automatically create expenses or income entries in Cashbook application as new invoices or payments are created
Keep track of your business expenses & income
- Multiple Accounts - Create multiple independent accounts for different users
- Keep it Together - Keep all information together with a lot of fields such as tax, external references, description & more
- Advanced Filters- Configurable filters for expenses & payments
- Define Your Own Accounts - Assign expenses to different accounts (Credit Card, Cash...)
- All-in-one View - Manage everything from a single page: expenses, income, totals, graphics, filters
- Recurring Expenses - Create recurring expenses to automate your expense creation process
- User Access Control - Define which user groups can view and add entries
- CSV and Excel Export - Export your list of expenses and income into CSV for easy integration with your accounting system
Powerful & flexible custom reporting options which give you a complete picture of your association.
- Nested Categories - With unlimited nested categories support, organize content in better way
- Multiple Databases - Support using multiple databases for loading reports data
- SQL Queries - Create reports by entering SQL query with explained results
- Customizing Filters - Configurable filters for reports using many different types
- Advanced Search - Ability to search in reports and download selected rows only if so desired
- Download Reports - Reports can be downloaded in configurable CSV, XLS, XLSX, PDF, HTML and XML formats
- Customizing Views - Rich customization of report views, HTML, XLS and XLSX formats (borders, colors, backgrounds etc)
- Access Control - Access levels for categories of reports, available formats and columns
- Page Integration - Ability to embed reports into pages
Tap the power of affiliates to increase revenues and site traffic.
- Affiliate Manager - Marketing tool to increase traffic to your site and increase revenues
- Fully integrated - Integrates with other site applications including Subscriptions, Store etc.
- Full Control - Approve (or not) new accounts, new conversions, and set the commission manually or automatically
- Multi Level Affiliates - Support for multi-level or multi-tier affiliates for hierarchical relations
- Marketing Material - Provide affiliates marketing material to place banners on their websites
- Affiliates Dashboard - Affiliate page to view traffic generated, commissions earned, payment history etc.
- Pay your Affiliates Online - Create payouts and pay your affiliates whenever you want
A fully functional project management tool that allows members, staff & other key stakeholders to participate in projects.
- Define Milestones - Flexible milestone creation to promote timely completion & keep on top of priorities
- Task Lists - Tasks are grouped in lists and changes are real time
- Centralized Discussions - Team conversations for reference & records
- File Manager - Keeps track of all project files & attach them to projects, milestones, tasks and discussions
- Billable Tasks - Keep track of every minute spent on tasks, whether billable or not
- Gantt Chart - Displays the active project's milestones, task lists and task