The answer to this question may vary depending on your sector.
If you are in the Not-For-Profit sector, you likely have members or donors and might know these systems as Association Management Systems (AMS), Member/Donor Management Systems, or Engagement Management Systems (EMS).
If you are in the For-Profit sector, you likely have clients or customers and might know these systems as Customer Relationship Management (CRM) Systems or Client/Contractor Management Systems.
For simplicity, we refer to customers, clients, members and donors as “customers.” Therefore, these systems have similar characteristics, they:
- target potential or existing customers,
- connect customers to your products, services, or events,
- facilitate payments from your customers, and
- nurture relationships with your customers.
Customer Management Systems are our specialty. Keeping them sensible and minimalistic is our goal. Click here to connect with us and learn more.