ProTech Associates, Inc.

Fact Sheets

CRM for Members

Protech CRM for Members, built and delivered within Microsoft Dynamics™ CRM, automates associations’ important membership activities. CRM for Members offers a complete suite of modules, including:

• Accounting
• Donor Development (Fundraising)
• Exhibit Sales & Contracts
• Speaker & Facility Management
• Product Sales & Inventory
• Membership Management
• Meeting & Event Management
• Subscriptions & Advertising
• Professional Development

CRM for Members Web Portal

CRM for Members Web Portal enhances your members’ relationship with your association by providing comprehensive member activity management on your website. Web Portal securely links information from your member database to your website, customizing and personalizing your members’ experience.

Download the CRM for Members Web Portal fact sheet

Microsoft Dynamics CRM

Microsoft Dynamics CRM (Customer Relationship Management) is the premier contact management, sales force automation, and customer service application, and is the platform on which Protech CRM for Members is built.

Download the Microsoft Dynamics CRM fact sheet

Microsoft Dynamics GP

A comprehensive business-management solution built on the highly scalable and affordable platform of Microsoft technologies, Microsoft Dynamics GP offers a cost-effective solution for managing and integrating finances, e-commerce, supply chain, manufacturing, project accounting, field service, customer relationships, and human resources.

Download the Microsoft Dynamics GP fact sheet