Membership Data I
- Capture all information on your customers
- Basic details
- Contact details, unlimited addresses, postal and physical addresses, email, phone & fax numbers
- Unlimited custom fields. All searchable.
- Unlimited history of status changes and other data
Membership Data II
- Define your own unique member numbering system, for example
- 1st 3 letters of Surname plus sequential hash
- 1st letters of First name & Surname plus hash
- Use automatically generated suffixes to group closely related members under a single principal
- Maintain numerous types of members in the same database e.g. customer, employee
Relationship Management
- Define relationships pertinent to your organisation and model them to suit your needs
- Examples include
- Family ties – brother, mother
- Business ties – supplier, customer, partner
- Work ties – manager, supervisor, peer
- Link each customer to an unlimited number of related customers
Grouping & Categorisation I
- Create an unlimited number of categories and groups for your customers
- Segment your customer base to suit your business needs. Define demographics by
- Geographic Location
- Special Interest Groups
- and more…
- Multi-level hierarchies
Grouping & Categorisation II
- Unlimited hierarchy depth
- Flexible rules for allocating customers into categories
- Billing and subscriptions based on these categories
- Flexible billing options and rules
- Extensive reporting and statistical analysis on customer demographics
System Administration
- Manage system users and security roles
- Maintain system data i.e. categories and groups, subscriptions, database indexes, application caches
- Manage system licences and other system parameters
