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Finance Management Software for Associations, Chambers of Commerce and Nonprofits

Retention CRM streamlines your finances, making it easy to accept donations, event and membership fee, and track everything in one place. It integrates with payment gateways, accounting software, and automates tasks so you can focus on growing your organization and member-base.

Finance Management
Finance Management

Accept All Kinds of Payments

Accept donations, memberships, and event fees with ease. Track every payment and issue personalized receipts.

Integrate with Payment Gateways

Integrate with popular payment gateways to securely accept online and offline payments.

 

Finance Management
Finance Management

Organize Finances with Accounting Batches

Group similar transactions for efficient recording and reconciliation. Maintain a clean and organized financial record.

Manage Premiums & Price Sets

Set flexible pricing for memberships, events, and other offerings. Easily create tiered pricing structures.

Finance Management
Finance Management

Integrate with Accounting Software

Seamlessly connect Retention CRM with your preferred accounting software for effortless data export.

Automate Financial Workflows

Set up automatic triggers for tasks like sending receipts, generating invoices, and managing renewals. Generate comprehensive reports to track income, expenses, and overall financial health.

Finance Management

EVERYTHING YOUR MEMBERSHIP ORGANIZATION NEEDS Modules, Features & Services

Membership Management

Membership Management

Contact Management

Contact Management

Event Management

Event Management

Fundraising Management

Fundraising Management

Peer-to-Peer Fundraising Management

Peer-to-Peer Fundraising Management

Advocacy Management

Advocacy Management

Case Management

Case Management

Email Marketing

Email Marketing

Reporting

Reporting

Customization

Customization

Integrations

Integrations

Website Solution

Website Solution

Mobile App

Mobile App

Digital Marketing

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 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.

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