Family Client Relationship Management

 

Ideal for churches, charities, clubs, family events or any organisation keeping track of individuals', families' or members' records.

 

Optionally manage records of the deceased, remembrance and life cycle events. 

 

Features summary:

• User friendly data retrieval tools to extract the information you require.

• Life Cycle reporting - Birthday, Wedding Anniversary, Remembrance lists.

• View membership, life cycle events remotely on your mobile phone, tablet, laptop or PC

• Mail merge and email notifications and letters directly from within the system.

• Manage groups and committees information.

• Financials

  • Keep track of membership fees and charges, donations and other income.

  • Generate invoices and email from within the system.

  • Management reporting and financial information - current and historical.

• Design your own seating plans. Assign members to seats and track financials by seat.

• Design and manage Remembrance and Honour boards.

• Customise the system to record data to meet your organisation's specific needs.

• Multi-user application.

• Export data to third party programs, such as Microsoft Excel.

• Manage non-member or visitor information. Kept separate from your membership information.