Client/Member Management

Microsoft Dynamics 365 based Client Management System using Power Apps:

• 360-degree view of your Clients, Communication and Timeline
• Export to Excel, Email Templates, Word Templates, Filtered Reports
• Business process flows, forms, business rules and Power Apps
• Integrate one-time and recurring Payments
• Integrate with Marcomm and outreach module for bulk email
• Integrate with Event management module
• Charts, Dashboards and Analytical Reports
• Integration with your legacy and external systems
• Audit Trail of all changes