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Description
HarrisData presents three distinct CRM modules tailored to enhance organizational functionality. CustomerFirst® equips various departments with essential support, help desk, and quality tracking tools to effectively manage customer data within their specific contexts. This solution efficiently oversees the workflow from the moment a request or issue is logged until it reaches resolution. SalesFirst® is engineered to aid businesses in organizing their sales teams, prospects, and clientele. This vital resource for sales representatives gathers all pertinent historical and critical information about potential clients, while also allowing for the tracking of competitive data to refine sales strategies based on market competition. Lastly, WebFirst® enables customers to access, modify, and create support tickets online at any time, providing them with 24/7/365 convenience. Additionally, this module facilitates the downloading of software updates directly from the web, ensuring that users have the latest tools at their fingertips whenever necessary.
Description
Impexium offers an advanced association management solution (AMS) that integrates enterprise-level features with the advantages of a genuine SaaS model, ensuring a mobile-friendly, responsive, and analytics-focused experience for organizations ranging from associations to professional societies and non-profits of varying sizes. It allows for the configuration and support of an endless number of members, diverse membership categories encompassing individuals, organizations, and chapters, as well as varying membership statuses. Users can effectively manage a wide array of customers, including both individuals and organizations, while also keeping track of prospects, contacts, and the connections between multiple entities. Historical demographic, financial, and engagement data can be monitored, facilitating the generation of insightful reports that highlight trends over specified periods. Additionally, the platform simplifies online processes such as enrollment, renewals, product sales, and event registrations through a cohesive shopping cart experience. It also supports the creation of an unlimited range of user roles, enabling the assignment of specific roles with role-based security for both internal team members and external partners. This comprehensive approach ensures that every aspect of association management is efficiently handled, ultimately enhancing operational efficiency and member engagement.
API Access
Has API
API Access
Has API
Integrations
Digitell
MapleLMS
Oasis LMS
Slayte
eShow
fielddrive
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HarrisData
Founded
1972
Country
United States
Website
www.harrisdata.com/software/crm
Vendor Details
Company Name
Impexium
Website
impexium.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Association Management
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
