Reporting and Financial Management 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.

Gain Deep Insights

Uncover valuable insights with our more than 50 standard reports. Easily customize and save reports for future use. Generate reports in printable HTML, downloadable PDF, or CSV format.

Effortless Report Delivery

Schedule reports to be automatically emailed to specific users or groups. Retention CRM streamlines communication and keeps everyone informed.

Advanced Permissions

Control access to sensitive reports. Retention CRM allows you to restrict report viewing to authorized users, ensuring data security.

Customizable Reporting Templates

Save time with pre-built templates like Donor Summaries, Expense Reports or LYBUNT reports. Retention CRM also lets you create entirely new custom reports to fit your specific needs.

Export for Further Analysis

Export report data to CSV for in-depth analysis in spreadsheets or other data visualization tools. Retention CRM empowers you to unlock the full potential of your data.

Integrate and Automate Reporting Workflow

Integrate your accounting software with Retention CRM for automated financial workflows and a complete view of your organization’s finances.

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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