With a powerful CRM such as TribiCRM, you can manage your contacts effortlessly. Moreover, it is safe and always available online.
- The CRM system allows you to look up, edit and add contacts quickly or in an advanced way.
- Within the CRM, you can easily create lists of member groups or by specific criteria.
- Keep a detailed overview of interactions between you and the contacts via a contact timeline.
- Keep your contact file clear with automated deduplication.
With TribiCRM, you can house and manage all of your organisation's contacts from one central platform. You decide who gets access to the CRM system and which rights you grant that person.
Via the CRM, you can also contact specific groups directly via e-mail. Thanks to the possibility of targeted communication, it is also easier to convert contacts into members.
The contact sheet consists of a number of fields by default, of course, a contact sheet can also be expanded and adapted with fields as desired.
Later, you can use this contact information to divide your contacts into smart groups.
From the contact sheet in the CRM you can see which relations a contact has with your organisation, follow up payments, manage activities... and more!
In addition to the standard contact data, you also have a complete activity stream of all interactions between a specific individual and your organisation.
So you can see what your current relationship is with a person, but also what your relationship has been in the past.
Apart from being inconvenient in terms of GDPR, this also creates a lot of extra work. If you work with a good CRM system, your data is centralised. That means all your employees see the same, up-to-date organisational data.
With the powerful search function, you can perform simple or advanced searches.
Find people in your database using any and all criteria available in the CRM system.
Search not only by contact, but also by events, activity, relations, group status and so on.
The CRM system allows you to divide contacts into groups based on a manual selection or on dynamic parameters.
If a contact is modified by means of a workflow, self-service portal or an adjustment by your own administrator, the group automatically adapts as necessary.
For example, you can maintain a smart group of "single twenty-somethings".
Our experts will be happy to discuss the possibilities for your organisation during a no-obligation meeting.