CRM (Customer Relationship Management)
If you want to maintain a good relationship with members, donors or volunteers, you cannot do without a good CRM. Record involvement, personal data and preferences in your own secure Procurios environment.
Meaningful interaction is indispensable in a world where attention to what really matters is scarce. That's why you need to know how to reach, engage and retain like-minded people. Procurios CRM helps you to really get to know the people behind the data and involve them in your mission. This is how you build long-term relationships.
Gain insight into your relationships based on: communication preferences, contact moments, interests and much more. Looking for relationships that match your search? You can easily find them.
Your data is stored in the Netherlands, but can be accessed anywhere. The personal data of your relations is stored in a secure environment: you decide with whom you share which data. This way you can ensure privacy and comply with the law (AVG/GDPR).
Because our CRM is part of an integral platform, you keep the wandering around of Excel files full of personal data to a minimum. There is one truth when it comes to your relationships: the Procurios CRM.
Easily import relations
Quick search
Advanced search filter
Contact moments
Lists
Selections
Deduplication
Functions
Link to finance
Archive or delete
When you choose CRM from Procurios, you choose an integrated product. What benefit do you get from that? We would like to summarize this for you:
| Features | CRM from Procurios |
|---|---|
| A view for every role Decide for yourself who can see what data: simply assign rights to your colleagues so that they can do their work successfully | Aanwezig |
| Easily add contact moments Have you received an important email that you want to record on the relationship card? You can easily add them with the plugin for Outlook and Gmail | Aanwezig |
| Automatic deduplication Does someone register via your website and does our system recognize the email address or other data? No problem, the deduplication function will clean it up for you | Aanwezig |
| Personal website and member portal thanks to integration Give members, donors and volunteers access to a personal environment, so that they can view and adjust their data, donations and preferences themselves | Aanwezig |
| Help and support from the Netherlands and Belgium Our support team is always there for you | Aanwezig |
| Everything in the cloud Because everything is in the (Dutch) cloud, you can work from anywhere in the world and it is also GDPR-friendly | Aanwezig |
| A little better every month Once every four weeks there is a new release with all updates and improvements | Aanwezig |
| Personalized automatic customer journeys By creating journeys in Marketing Automation you increase the involvement and value of your relationships | Add-on product |
| Links with other parties and single sign on (SSO) Thanks to our extensive API documentation, you can securely connect our open platform with other software | Add-on product |
| Assistance with data migration, setup and maintenance Our implementation consultants are at your disposal | Add-on service |
| Prijs | Discover our pricing |
28 November 2023 at 16:39
12 October 2023 at 09:26
28 September 2023 at 11:30
1 August 2023 at 10:00
De mogelijkheden op het Procurios platform zijn eindeloos. Bekijk deze pagina om alle functionaliteiten en mogelijkheden te bekijken.
De software van Procurios verlicht je werkzaamheden en vereenvoudigt je ledenbeheer. Ga aan de slag en bekijk de website!
Dat zou goed kunnen! Heel veel taken kunnen geautomatiseerd worden met het Procurios Platform. Denk aan automatische verlengingen van lidmaatschappen en abonnementen, automatisch converteren en automatisch factureren. En door de integratie met ons product Marketing Automation kun je jouw relaties ook een volgende stap aanbieden om nog meer betrokken te raken bij jouw vereniging of goede doel.
