CRM | People Management | Automated Email | User Self-Service

The ACHORDAcrm is a powerful tool and can even be integrated with your own exisitng CRM or other systems to give you greater flexibility.

Below are some examples of the functionality that can be provided depending on requirements and budget. If you are looking for something that isn't listed it's a pretty safe bet we can do that too. Just ask.

People
Management

• Detailed user profiles for staff, members, member groups or companies
• Record discounts and special tariffs against profiles
• Edit user profile fields
• Contact search and saved searches
• Online payments, renewals, levying and invoicing
• Record marketing preferences
• Allocate security permissions to staff
• HR filing and processing

Automated
Emailing

• HTML templates
• Send multiple emails to groups or individuals based on preferences and permissions
• eNewsletters
• Document alerts and Permission Statements
• Workflow emails
• Member-facing communications archive

Reporting and Analysis

• Data dashboard page
• User analysis reports
• Email reach reports
• Website usage reports
• HR reports
• Levy reports
• Membership reports

Member
Self-Service

• Edit contact / account details
• Manage preferences
• Manage personal data
• Make online payments
• Online registration / renewals
• Upgrade / change membership level
• Raise support tickets