Contact Management Software for Associations, Chambers of Commerce and Nonprofits

Retention CRM acts like a central filing cabinet for all your contacts (constituents) interactions, automatically storing everything under one roof. This creates a complete picture of each constituent, making it easier to understand their needs and build stronger relationships.

Unlimited Custom Fields

Add an unlimited number of custom fields to capture and track any specific data you need about your constituents, making it easy to find, analyze, and report on anything you need.

Preferred Communication Methods

Whether it’s email, text, Whatsapp, social media or traditional mail, Retention CRM lets you store multiple custom contact fields for each contact/constituent. This lets you connect with constituents easily, in the way they prefer and makes communication more personal and productive.

Custom Activity Types

Custom activity types can be interactions that are specific to Associations, Chambers of Commerce and Nonprofit organizations. For example, you might create a custom activity type for volunteer signups, member meetings, or grant applications.

Import/Export Contact Data

Retention CRM allows you to import contacts/constituents from a variety of sources, including spreadsheets and other CRM systems. You can also export your contacts from Retention CRM in a variety of formats. This makes it easy to keep your contact information up-to-date and share it with others.

EVERYTHING YOUR MEMBERSHIP ORGANIZATION NEEDS Modules, 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

New Contact

New Organization

New Activity

New Email

Import Contacts

Import Activities

Import Custom Data

Manage Groups

Add Group (New Group)

Manage Tags

Add a Tag (New Tag)

Find and Merge Duplicate Contacts

Add a Contact Rule/Organization Rule

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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