Allow your Marketing and Sales Professional to share information with other designated users. See up-to-the-minute data on where a Prospect is in the sales cycle and avoid duplicate contacts. Information collected during the sales process transfers effortlessly to their Member screen once they join your Club.
Provide Marketing Professionals and General Managers real-time information about leads, opportunities, and accounts via the Dashboard module. Security role management allows you to define access based on user profiles/types and expose only the information your Club staff needs to know to get their job done. Automatic consolidation of sales data from across teams reveals the information GM’s need to drive performance across all aspects of the Club.
Whether it's an outing or event hosted by an existing member or non-member, belongCRM gives you the ability to see your sales pipeline at a glance and manage your opportunities through the entire sales cycle, including quoting and invoicing.
Complete contact management allows you to store all your vendor and general contact information alongside your prospect and member data and eliminates the need for file folders or out-of-date information. belongCRM allows you to schedule activities and track every interaction you have with your vendors and contacts in the same way you do with prospects and members.
Generate quotes and invoices for your events using the Quotes and Invoices modules; track membership and customer payments using the Payments module; house all event, vendor, and member contracts and documents - and versions thereof - using the Documents module. Whether you choose to use none, some, or all of the financial, contract, and document management features, you can rest assured it's all here in one integrated application when you're ready.