Your organization manages hundreds to thousands of members, licensees and other stakeholders. Your stakeholders want to be able to interact with you in a seamless and efficient manner. They want to help themselves when they need information or when they need to manage their profile and renew their status.
Peopleworks is built on the powerful and robust Microsoft Dynamics CRM platform. It provides everything your organization needs to eliminate repetitive work tasks and frees your staff resources to focus on other objectives such as driving membership growth, stakeholder management and enhancing services.
Peopleworks provides a strong foundation of functionality. It provides features that are common to many not-for-profits, such as membership management, while layering highly specialized features on top to support specific industry needs.
Enables efficient processing of member onboarding
Continuing Competency including Assessments, Examinations and Professional Development
Online ability for members to update their profiles, search FAQ or submit a query
Outreach program management—email campaign management with ability to monitor who opens/reads/forwards your information
Regulatory Bodies includes Association features plus:
- Complaints and Discipline—create cases, manage hearings, investigations and outcomes
- Conditions and Notices and Judicial Reviews
- ICRC Compliance (for Regulatory Bodies under RHPA)
- Online Public Register of Members / Licensee Search
Referral status, performance and wait times information can be continually monitored
Charities includes Association features plus:
- Donor and Volunteer Registration
- Greeting Card Campaigns
- Committees Management
- Donation Pipeline Management
Unions includes Association features plus:
- Collective Bargaining
- Local Management
- Member skills Matrix
- Dues Collection and Administration
A great Add-on App to transform CRM to XRM for Membership Management
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