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Customizable CRM for Associations, Chambers of Commerce and Nonprofits

Get 50+ reporting templates, cobble together various data points of your constituents, generate customizable reports in various formats (PDF, HTML, CSV), connect with accounting software for automated workflows, automate report delivery via email.

Customization

Perfect Fit for Your Needs

Customize Retention CRM to perfectly match the specific workflows and processes of your membership organization. It seamlessly integrates with your existing systems and addresses your unique challenges.

Customization
Customization

Improved Donor and Constituent Engagement

Customize and simplify donation processes and other workflows to better engage donors and constituents, foster stronger relationship and encourage continued giving.

Enhanced Security

Retention CRM custom development protect your member-based organization from security breaches by allowing you to implement specific security measures tailored to your data and industry regulations.

Customization
Customization

Scalability for Growth

As your membership organization grows, your software needs will evolve as well. Retention CRM allows you to easily add features and functionality as your requirements change.

Ongoing Support and Maintenance

Get a dedicated development team who understands your system and can provide ongoing support and maintenance to ensures quick fixes for bugs and timely feature and security updates.

Customization
Customization

Amplify Your Impact

Retention CRM customization options streamline processes to deliver services more efficiently and automate tasks to free up staff time to better serve your mission.

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 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 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.
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.
Member-based religious organizations, such as mosques.
Membership organizations that protect animals and promote animal welfare, such as animal shelters and animal rights organizations
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.
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.
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 schools, universities, and other educational institutions
Nonprofit hospitals, clinics, and other healthcare providers
Nonprofit hospitals, clinics, and other healthcare providers
Nonprofit organizations that work on international issues, such as development, human rights, and peacebuilding.
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.
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.
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.
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.
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.