The CRM solution for The CRM solution for
member organizations

The CRM solution for member organizations!

Ifunds Engage Members

The CRM solution for associations and member organizations: Ifunds Engage Members! All available data and attained knowledge on the relationships of your organization are collected and registered in this system. You can subsequently set up your marketing, communication and acquisition activities, from campaign management through to setting up customer journeys. It also supports a range of financial processes with handy solutions for what concerns memberships and donations.

Use Ifunds Engage Members not only to register your data but also to access and use the data. For example by setting up real-time dashboards and preferred views. You thus create a 360-degree perspective on the customer which allows you to start up the right multi-channel journey specific customers.

Ifunds Engage Members is based on Microsoft Dynamics 365 and this provides an unprecedented number of advantages for the users, seamless integration with Microsoft applications such as Outlook, Office 365 and Power BI. It includes standard links to Microsoft Dynamics add-ons and the Microsoft Dynamics ‘Appsource’ app store. Ifunds Engage Members offers many specific smart options developed especially for associations on top of the standard functionality of Microsoft Dynamics 365. All of which helps you grow your relationship with your supporters and to acquire and keep your members.

Extensive membership administration
Ifunds Members is based on Microsoft Dynamics 365 which means the functionality for relationship management is extensive and you have an overview of all relationship movements. Analysis and monitoring tasks are easier and providing accurate management information is easy and user-friendly using dashboards. Use the included standard reporting options or easily set up your own reports. Dashboards are available for various specific user roles. Dashboards show current and specific information for a specific type of user. You can set up your own dashboards to make sure these are optimal.

All financial processes, such as direct debit processes, are supported
Importing banking files, creating direct debit files, generating payment references or the earmarked posting of gifts, in Ifunds Engage Members it is all part of the standard functionality. Automate the complete cancellation procedure, set up gift memberships, determine which membership follows automatically after the first year and set up ledger structures to correctly exchange data with the bookkeeping software. All of which is standard functionality in Ifunds Engage Members.

Various product bundles alongside each other
Behalve een lidmaatschap hebben ledenorganisaties en verenigingen vaak Member organizations and associations not only have memberships but also multiple products, such as magazines or service packages. The registration of these services and products but also the invoicing and financial processes are supported by Ifunds Engage Members.

Easy to connect to third-party software
Ifunds Engage Members is based on Microsoft Dynamics 365 which means open standards, easy connectivity to other software and access to Appsource, the Microsoft Dynamics 365 app store. Many connections have already been implemented based on dozens of projects, to, for example, financial systems, online marketing tools, call centre applications, lead-generation systems, etc. We would like to hear which connections you would require when we meet.

And more….

Workflows
Set workflows to adapt standard Ifunds Engage options to your own preferences.

Campaign management
The Dynamics 365 Campaign function in Ifunds Engage is set for actions, marketing and happenings and matches the needs of non-profit organizations. The results and the costs are clearly stated and linked to each other. Campaigns have a hierarchical structure, whereby campaigns can have sub-campaigns.

Online and web-based and up-to-date data privacy settings
Ifunds Engage Members operates online. The advantages are that you do not need to manage own servers and that you are assured that the latest data security standards are always in place. You only need a web browser to use Ifunds Engage Members. Ifunds products and services meet the most stringent requirements for what concerns data security and privacy. Ifunds programs are hosted in-country.

Whether you work with donors or volunteers, members or supporters, whether you assign subsidies or receive funding or contributions, Ifunds has the CRM solution you need! We can help you monitor projects and communicate clearly with your supporters regarding the spending of received donations as well. We can help you personalize campaigns and spread the word throughout all your online and offline channels using marketing automation and campaign management solutions. Which smart solutions will you implement?