Services Customization
Works the Way You Do
We understand that no two associations are exactly alike, and that you may have needs that are very specific to your organization. Protech’s project teams work closely with your organization to gain a thorough understanding of your business processes, and then develop your CRM for Members solution with the customizations needed to best suit your needs. Your customized solution undergoes rigorous testing to ensure that your expectations are met before it is deployed at your organization.
CRM for Members comes complete with over 150 out-of-the-box reports. To meet your organization’s specific needs, we can also create additional customized reports for you and we will train your staff to design them so you can build additional required reports on your own.
Because CRM for Members is built on the Microsoft platform, you don’t have to worry about losing your upgrade path when your system is customized. All customizations made to CRM for Members are completely upgradeable and will be maintained through any updates and upgrades to your system.