ProTech Associates, Inc.

Products Web Portal

CRM For Members Web Portal Overview

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. It also sends the information your members enter on your website directly into their member histories and your accounting system. And because the flow of information between Web Portal and your CRM for Members database happens in real time, your staff always has immediate access to members’ most up-to-date information and transactions.

CRM for Members Web Portal includes twelve modules that address the full range of core e-commerce and membership management functionality that associations need. These components include support for processes not previously web enabled, such as scheduling meetings, online membership application, buyers guide, and company roster management.

Download the CRM for Members Web Portal fact sheet