Idealsoft CRM Self Help Portal is a self-service internet portal for members to manage their account and inquiry. Now your members can help themselves - and your staff can focus on your cause. Member can inquire his/her own transaction details within the portal, including expense, refill, loyalty point, redemption, etc. iMember saves you hours every month with convenient online member portal available 24/7.
Automate Member Applications Processing - Online: Do you still process member applications via paper forms or PDFs mailed or faxed to you? Many organizations still spend hours processing applications and type them up into the database. Besides the time required, cumbersome and slow application processes can actually turn away prospective members. iSelfHelp fully automates member application process. There is a convenient online form to sign up quickly - and pay the membership fee. Customize it by setting up your membership levels (categories) and defining information to collect. Once the online form is filled out, new applicants are taken to the secure payment page. iMember will also automatically send a confirmation and welcome email.
Set the system up to immediately grant new members access to member-only sections and other premium online resources and services. Or have the system notify you to manually review and approve each application.
Put Your Members in Control of Their Contact Information: Most clubs and associations struggle to keep their membership list up-to-date. First, it is a matter of how convenient the update process is for members - do they have to call, mail or fax in the updates? Second, your overloaded staff has to keep track of all those communications and update the database. With iSelfHelp your members can update their information by themselves - at any convenient moment. They go to your website, securely login with an individual password, review and update contact information. Changes are immediately reflected in your member database with no manual work on your part.
Easily Handle Membership Renewals: iSelfHelp can fully automate the membership renewal process - tracking the renewal dates, sending reminders and acting on overdue records. Each member can securely login and renew (or even upgrade) his membership and pay with a credit card. Email confirmation will be sent automatically and you will see this transaction show up on your member database dashboard and reports.
Provide Secure Online Intranet for Your Board, Member/non-member: With iMember you can create website areas with restricted access. Create pages accessible to authorized members only to store industry research, best practices, members-only blog, members/non-members discussion forum and more. Setup special protected WebPages for your board committees. Easily upload PDF documents, Microsoft Word files, Excel spreadsheets. Provide a secure member directory.
Access control is fully automated so that new members can immediately use these resources while lapsed members are locked out.
Grow Event Attendance with Convenient Online Registration: With iSelfHelp's integrated system people can register - and pay event registration fees - online, right on your website.
Cut down on faxes, emails and phone calls - let your members instantly register when it is convenient for them and save you work.
Members don't even have to retype contact information; iSelfHelp software automatically looks them up in the database (and assigns the correct pricing - for example, discounted registration for certain membership categories). Event registration fee is calculated automatically based on the selected registration options, such as meal choice and optional activities.
iSelfHelp automatically sends event registration confirmation by email (customize it as needed). And each registration is immediately reflected in the online list of registrations. iSelfHelp can even automatically stop the registration if the capacity limit is reached.
Energize Your Community with Blogs and Discussion Forums: Here is how your iSelfHelp website helps you to energize and organize your member/non-member:
· Let members find each other in a secure member-only directory. Use blogging module to reach out to your community and receive feedback
· Leverage online discussion forums for people to share knowledge and passion, collaborate, socialize and build relationships.
360º View of Your Member: View and manage customer account activities and history including contact information, member activity responses, and feedback.
Time-Saving Online Member Profile Updates: Allow your customers to securely maintain their own member profile online, including the ability to update their personal and company contact information, and almost any detail relating to their membership. You retain approval rights over all changes made!