More Than Meets The EyeMembership prospect and sales management is the 'bread and butter' of the belongCRM but there is so much more. Other features that allow you to manage your outings and events, your contacts, perform quoting and invoicing, run robust sales and analytical reports and perform email campaigns all combine to make belongCRM your single solution for Member and Club management.
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Prospect and Member Management
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.
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Opportunity and Pipeline Management
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 needs to drive performance across all aspects of the Club.
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Outing and Event Management
Whether it's an outing or event hosted by an existing member or non-member, belongCRM gives you the ability gives the ability to see your sales pipeline at a glance and manage your opportunities through the entire sales cycle including quoting and invoicing.
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Vendor and Contact Management
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and general contact information alongside your prospect and member data and eliminates the need for file folders or out-of-date information.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 your prospects and members.
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Financial, Contract and Document Management
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.
