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Member Contact Tracking

Getting prospects to join, and getting members to participate, and getting participating members to serve as officers can be a lot of detail-oriented hard work. For individuals in this type of sales role, we offer Contact Tracking.

Contact Tracking allows an organization to track individual contacts with a member or prospect. Contacts, in this sense, means any contact with a given member or prospect. This would include phone calls, emails, messages, mailings, walk-ins, or any other contacts you make.

The contact tracking module also includes a tickler system. This way, such that a user can set an alert to remind themselves to contact a prospect or member in the future. This is very handy to follow up with prospects regarding membership, or follow up with members regarding events and activities.

 

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