Case Management Software for Associations, Chambers of Commerce and Nonprofits

Retention CRM adapts to your needs, not the other way around. Forget about rigid case management and design custom workflows for any situation. Manage one-off interactions or complex processes, assign tasks, and keep everything organized.

Flexible Workflows

Create custom workflows for simple or complex cases. Manage one-off interactions or track multi-step processes like program enrollment.

Control Everything

Design case types, roles, activities, and timelines that perfectly match your membership organization’s needs. Schedule tasks, assign them to the right staff, and track progress effortlessly.

Keep Constituents on Track

Automated case recording keeps everyone informed with a clear view of communication history and task completion. Staff can easily see their assignments and collaborate effectively on each case.

Ease of Use with Flexibility

Stop struggling to fit your workflow into a rigid software. Retention CRM’s flexibility helps you customize your case management operations for maximum efficiency and user satisfaction.

EVERYTHING YOUR MEMBERSHIP ORGANIZATION NEEDS Features & Services

Membership Management

Contact Management

Event Management

Fundraising Management

Peer-to-Peer Fundraising Management

Advocacy Management

Case Management

Email Marketing

Reporting

Customization

Integrations

Website Solution

Mobile App

Digital Marketing

OUR FOCUS? All Types of Membership Organizations

When developing our Software as a Service (SaaS) product, we placed a specific emphasis on addressing the needs of the following segments within member-based organizations.

Our platform is designed to meet the unique requirements and challenges faced by these specific segments of membership organizations, ensuring that our product aligns closely with their mission, operational demands and digital transformation needs.

Mission-based Membership Organizations that promote and support the arts and culture, such as museums, theaters.

Mission-based Membership Organizations that work to protect the environment, such as conservation groups and environmental justice organizations

Mission-based Membership Organizations that provide essential services to people in need, such as soup kitchens, homeless shelters, and domestic violence shelters.

Member-based religious organizations, such as mosques.

Membership organizations that protect animals and promote animal welfare, such as animal shelters and animal rights organizations

Advocacy & Lobbying Organizations that advocate for specific causes or policies, such as environmental advocacy groups and gun control advocacy groups.

Local, Regional, National and International Business Federations such as U.S. Chamber of Commerce and other business advocacy organizations with members.

Nonprofit schools, universities, and other educational institutions

Nonprofit hospitals, clinics, and other healthcare providers

Nonprofit organizations that work on international issues, such as development, human rights, and peacebuilding.

Nonprofits that work to promote social justice and equality, such as civil rights organizations.

Public Benefit Organizations that operate for the public good, such as community foundations and public interest groups.

Professional Associations that represent the interests of professionals in a particular field, such as the American Bar Association and the American Medical Association.

Sports & Recreation Nonprofit Organizations that promote sports and recreation, such as youth sports leagues and community centers.

Digital Transformation of Member-based Organizations Starts Here!

Try our cloud-based CRM for Associations, Chambers of Commerce and Nonprofit organizations for free to see for yourself how it can benefit you.

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