Customer Relationship Management

The ClearVantage customer relationship management module is more than a CRM. ClearVantage provides association staff with all the tools they need to manage relationships with clients, drive member engagement and sales. Some of the many features include:

For Your Staff
  • Keep all information pertaining to a customer in one place
  • Allow customers to update their information and communication preferences online
  • Track all communications between your association and customers
  • Membership Reports & Analytics
  • Mass Email Marketing Tools
  • Batch Dues Statements
  • ClearVantage CRM Screenshot
  • ClearVantage CRM Screenshot