The Case Reports in Retention CRM allows you to get insights into interactions with individuals or organizations. In these reports, you can track time spent on each case, demographics of contacts involved, and detailed case histories. Non-profits, chambers of commerce, and associations can leverage this data for better decision-making.
Imagine a domestic violence shelter using case reports to identify high-risk demographics or track the success of support programs. Chambers of commerce can analyze reports to see which services benefit members most. By understanding their interactions, these membership organizations can improve their support and outreach efforts to members, donors, volunteers and other stakeholders.
