Comprehensive membership and loyalty administration
Customer Relations
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Customer data platform (CDP) with main, dependent and nominee member profiles
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Extensive demographic and psychographic status profiling and market segmentation
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Limitless, user defined status links for members’ segmentation and contact management
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Member identification using RFID, QR and bar code cards with card design and printing
Communications
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Integrated e-mails, SMSs, faxes and soft phone dialling with detailed communication history
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Electronic document management and e-filing with a security lock, fast search and retrieval
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Fast bulk MarCom blasts distributed via e-mail, SMS, fax and postal service
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Customer communication tracking by staff profile, integrated to staff tasks and activities
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Subscription to and bulk distribution of publications with faulty address management
Task Management
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Staff task and activity scheduling with priority settings and progress tracking
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Pop-up task and activity reminders with messaging across LAN’s and WAN’s
Membership Management
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Unlimited user defined membership statuses linked to main, dependent and nominee member profiles
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Membership statuses and states linked to unlimited user defined membership rules
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Scheduler for automatic activation, change and reversion of Active, Cancelled, Deceased, Absent and other applicable membership states
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Members’ access to facilities and privileges preconfigured in membership states schedule
Deposits, Levies and Fees
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Flexible accounts receivable with collection workflow and automated collection letters
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Deposits with instalment options and balance reflected on members’ monthly statements
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Scheduler for automated bulk-billing of levies and fees by members’ statuses and states
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Transaction authorisation with digital signature capture at all transaction points
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Validation of a member’s identity by photograph and signature image comparison
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Bulk Giro and credit card payment processing via direct bank interfaces
Loyalty Management
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Points based loyalty management with minimum spend rules and penalties
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Points redemption at all restaurant, bar and retail points of sale outlets
Security
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User access controlled by two processes requiring encrypted NIST compliant passwords
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Specified data encrypted and stored in compliance with GDPR and PCI requirements
Reporting
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Reporting consoles with extensive filters for user designed reports and BI statistics
Deployment
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Local server or computer
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Distributed replicating servers
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Cloud server
Training
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Full documentation (SOP based)
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On-site, in person training
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Live online or webinar training
Support
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Business hours phone and mail
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Online chat and remote access
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Live 24/7 emergency support
CiMSO CLUBmanager
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Identify Software Suite
Comprehensive CRM software with powerful client identification capability includes the following products:
→ CLIENTmanager
→ CLUBmanager
→ WORKflow
→ HELPdesk