Developed with Membership Sales, Marketing and Retention in mind. Our powerful CRM features are designed to help you get organized and have a significant impact on sales growth, club usage and membership retention.

CRM Software Features

Membership and prospects organized in one centralized location

  • Get organized and access all of your member’s and prospect’s information in one place
  • Import & manage your lists and contacts easily
  • Enrich contact profiles with our social media connector
  • Track all activities, files, contacts, notes, deals, estimates, sales
  • Personalize your CRM with custom fields
  • Filter your data quickly based on various criteria

Simplify your new membership applicant process

Centralize tasks and activities with your members’ information
Schedule your tasks and meetings and view priorities
Access your activities on the road from any device
Setup activity reminders and alerts
Create activities for yourself and for your team

Transparent sales

See your prospect pipeline at a glance
Move your opportunities through stages
Set alerts and notifications
Save time finding documents by attaching them to your prospects
Access ClubCRM from your mobile on the go

automation saves
time and increases

Increase engagement with pre-set emails ready to go
Automate and personalize web form or landing pages responses
Promote your club and events with emails pre-set with specific delivery dates
Setup lead scoring to evaluate prospect readiness to join
Advanced features include automated tasks, notifications for you & your team
Connect your website or landing page to web analytics to view traffic and activity

Create engaging
emails & marketing

Intuitive drag-and-drop email editor
Start from email templates or create your own
Send email campaigns to nurture your leads and increase conversion
Track email activity from a simple dashboard
Mobile friendly responsive email templates
Preview emails as they would appear on any device
Personalize emails based on first name, company name, or any custom information
Each email is sent out one at a time, to help avoid spam filters

ClubCRM has all the essentials you need and more to be released frequently.
Sign up for a demo to see all the other features in action.

Ready to sell more?
Get started today!