Polaris makes member relationship management simply powerful — and powerfully complete. This module gives you a 360 view of your members through system-wide integration and sophisticated functionality.
Pull up a complete profile with just a click. Polaris consolidates it all on one screen. Link accounts and profiles across departments for the first time ever, and connect family members with their donations. Of course we give you the basics, too — such as the ability to manage multiple contact addresses and phone numbers, automatically default to a preferred contact, segment by geography or even track birthdays (for those members who want to divulge).
Quick, complete and simply powerful — that’s the beauty of Polaris’ true on-demand contact relationship management.
With the 360 CRM Module, you won’t need to use a crystal ball or to call a hotline to glimpse everything your association knows about its members. Just click once, and one screen will show you everything you need to know, without cumbersome searches, phone calls or manual intervention.
What’s a bi-directional link? The connection between two different kinds of records that apply to the same member — such as a company billing address and a member profile. Because every cross-connection has its own nuances, we give your staff the ability to link as appropriate, with more power than that of using just a custom field.
Philanthropic organizations often see situations in which many members of the same family give. Polaris makes keeping track of donations easier by automatically recording this data in the profiles of every family member in the database. For added power, we give you the ability to query and report on all member profiles — so the data can be put to good use understanding, cultivating and retaining these members.
For many member, e-commerce is the only way to pay. Polaris supports them with the ability to conduct any transaction online. For the traditionalists, our system also supports tracking and processing of real-time electronic checks.
Multiple phone numbers, multiple addresses, multiple emails — Polaris tracks them all. And we give you the ability to tag “preferred” contact data, even for members with seasonal addresses, such as students and snowbirds — so you and your members will always be in touch.
Polaris helps your efforts by putting members in the driver’s seat. They’ll be able to check on their status at any time. Thanks to our true on-demand information, they’ll find out instantly if a check was received or if changes were made to their accounts — and they’ll be able to change an address when they need to.
Learn more about our custom modules designed to meet your needs: