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PROFESSIONAL MEMBERSHIP MANAGEMENT

Our solutions in to the Professional Membership Management industry with Microsoft Dynamics 365 (CRM) have provided our clients with the ability to manage all aspects of their members, from annual dues, professional conduct review, to integrated billing.


SOLUTION

Challenge

Data management streamlines registration applications and renewals with all registrant data in one centralized and comprehensive database.

Administration and management of registrant information


SOLUTION

CHALLENGE

Record complaints, conduct investigations, administer legal judgements, and manage follow-up.

Professional conduct review


SOLUTION

CHALLENGE

Prep for peer reviews in advance, guide the review process, and track all results locally.

Quality assurance


SOLUTION

CHALLENGE

Five layers of security.  Keep data confidential with settings that only let certain individuals access sensitive information.

Security and privacy


SOLUTION

CHALLENGE

Fully integrates with the leading billing providers to make sure that your customer accounts are always in sync.

Integrate billing and document management


have questions or need more information on our professional memebership management solutions? Send us a message below.

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