What is a CRM for Professional Associations?

An integrated solution dedicated to managing the activities of professional organizations, a Professional Association CRM offers the following benefits: Easy management of your contacts (members, companies, experts, etc.) Simple management of your affiliations (registration, annual data, contributions, etc.) Centralization of your business processes: representativeness, training, marketing automation, etc. A 360° view to manage your entire activity and achieve your objectives more quickly Connectivity and mobility to remain productive in all circumstances and wherever you are.

Why use a CRM for Professional Associations?

The CRM for Professional Associations is a complete management solution with many benefits: Save time and increase efficiency in managing member relations and training Centralize your data and collaborate easily among staff Manage your activity with integrated dashboards Offer new services to your members Strengthen your representativeness

How to choose a CRM for Professional Associations?

In order to best serve the interests of their members and their industry, Associations, Federations, Unions, Professional Orders, and Employer Organizations must be able to rely on a reliable integrated solution dedicated to their activity. The right CRM solution should: Offer features dedicated to the activity of your Professional Association Facilitate the organization and collaboration of your employees for better performance Be flexible to simply and effectively meet your initial needs Be scalable to meet your needs at the pace of your development Be ergonomic and intuitive for quick adoption

What features are offered in a CRM for Professional Associations?

Among the many features of a CRM for Professional Associations: Member management Follow-up on solicitations Management of representations in committees and instances Multichannel communication Organization of events and training sessions Customized member extranet

How to implement a CRM in your Professional Association?

To integrate an integral CRM tool into your federative structure, you must go through the following steps: Define the major issues and needs of your organization Identify key project stakeholders Analyze your Information System and prepare for data recovery Write a specifications document containing all this information.

How to switch to a new CRM for Professional Associations?

Migrating to a new CRM solution for your Professional Association becomes necessary when your current solution requires, among other things: A technological upgrade Better adaptation to the evolution of your sector More flexibility More security Thanks to its specially designed module, Eudonet supports you during the key steps of your CRM migration: Mapping, integration rules, execution order of imports Imports, testing, and validation Training your users on the new tool. Do not hesitate to contact our experts!

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The solution that helps you defend and represent the interests of your industry

Represent your members in an exceptional way

Make the affiliate and renewal process smoother! Automate the various steps with simple, customisable forms and online payment. Request a demo

Facilitate communication through a dedicated platform: consult calls for membership fees and renewals, register for your workshops, your general meetings, etc. Request a demo

Become the ultimate reference for your sector! Management of your members' requests, follow-up of mandates with commissions and bodies, measurement of your actions thanks to reports and dashboards, etc... Request a demo

Make member satisfaction a priority! Thanks to Eudonet's advanced surveys, ask your members about your services to complete and improve them. Request a demo

Because the world is changing fast, your companies must too. With Eudonet, you can easily manage your training offer for your members: registration, online payment, follow-up and participation certificates. Request a demo

Easily connect to your members

Put the member relationship at the heart of your concerns! With Eudonet, you can keep track of interactions and obtain a 360° view of the relationship with each of your members. Request a demo

Mark your words! Eudonet's creative studio allows you to easily design your emailings and, thanks to the tracking of your links, to draw analysis data to optimise future messages. Request a demo

Deploy an omnichannel marketing strategy to easily reach your audiences. With marketing automation, you'll always be one step ahead. Request a demo

Make collaboration
more efficient

Centralising your data and processes in a single, shared solution gives your teams all the tools they need to collaborate better.

Create privileged connections

Relying on multi-channel and marketing automation ensures that you reach the right people at the right time.

Get more members

Tracking opportunities and exchanges will ensure that you recruit more members and retain them more easily.

Break growth records!

Easily deploy your membership recruitment campaigns and track every opportunity. Call or email them at the right time to optimise the number of memberships. Request a demo

Reduce member attrition. Follow the consumption of services and carry out surveys to adapt your offer more closely to their needs. Request a demo

Easily analyse your results with your dashboards. Export your reports in different formats and effectively manage your organisation thanks to your metrics (KPI). Request a demo

The flexible solution made just for you

Create the solution that suits you! With the administration console, you customise your Eudonet by drag and drop and see the result in real time (WYSIWYG). Request a demo

Place Eudonet at the heart of your information system and integrate your favourite tools thanks to the APIs. Make Eudonet evolve at your own pace thanks to its partner applications. Request a demo

Protect your data with remote authentication and single sign on. Eudonet hosts your data on the Sovereign Cloud in full compliance with the GDPR. Request a demo

Tested and approved by our client NPOs

Eudonet makes life easier when it comes to managing contacts, and all staff members approve of the solution.

Eudonet facilitates many tasks and makes customer relations more efficient.

Eudonet allows us to manage membership fees and our communications, and to animate the territory.

A Eudonet CRM for each
Professional Organisations

There’s bound to be an offer for your NPO

Acces

Simplify your work by consolidating all your contacts

40€ per month/user*

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Essentiel

Animate your network and create a unique relationship with your members

70€ per month/user*

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The most popular

Pro

Boost your marketing activities and integrate all your business processes

100€ per month/user*

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Premier

Choose a tailor-made and connected solution, designed for NPOs

130€ per month/user*

Let's go!

Acces

40€ per month/user*

Let's go!

Essentiel

70€ per month/user*

Let's go!

Pro

100€ per month/user*

Let's go!

Premier

130€ per month/user*

Let's go!

Offer

Companies and contacts, multi-address, GPDR

Centralise, share and easily retrieve information from all your contacts and organisations. Keep track of your exchanges and interactions in compliance with the GDPR.

Eudo Touch

Take your Eudonet CRM with you everywhere with Eudo Touch, available on iPhone and Android.

Collaborative calendar

Orchestrate your actions by finding your projects, committees, events, tasks and appointments in your collaborative calendar and receive notifications so you don't miss anything.

100 000 included emails

Create powerful messages with our email editor: images, hyperlinks, clickable buttons, preview, subscribe and unsubscribe links. Get creative with your communication!

Administration console, rights management

Customise your Eudonet! Format your forms, adapt your processes and automations, manage user rights, and observe the final result in real time.

Dashboard & reporting

See all your key indicators at a glance! The customisation of your dashboards as well as the reports will allow you to have a consolidated and updated vision of your KPIs and facilitate decision-making. A multitude of indicators and graphs are available to you: donations collected, objectives, "kanban", incoming requests, etc.

Single scale memberships and call for membership fees

Centralise your simple scale membership applications directly in the CRM, so you can qualify and validate each of these applications according to your organisation's procedures. Then generate your calls for contributions and send them by email or post in a few clicks by directly targeting the right people, then track your payments.

Commissions and bodies

Plan, organise, invite and manage attendance at your various bodies (general meetings, boards of directors, offices, committees, etc.). You will also be able to distribute agendas, invitations and deliberations.

Solicitations

Thanks to Eudonet, you can manage requests from the member area, for example, and alert the right people, while ensuring the confidentiality of sensitive files. With the help of the response history, you build up a rich knowledge base and provide consistent responses. Thanks to the grouping of requests by key words, identify important and recurrent subjects for your members, and create specific training or information campaigns.

Communication actions and events

Organise and promote your events or any other campaign using CRM. Create your event, send invitations, reminders, registration confirmations, thank-you notes and other communications, track registrations and generate post-event reports. All this on the same interface!

Mapping, document management, elastic search, cti

Access all your data and documents quickly with our mapping and document management tools. At a glance you can locate all your contacts and other items geographically to enable you to make quick and informed decisions.

MARKETING automation, SMS, advanced forms, surveys, advanced events

Manage multi-scheme membership applications. Floors, ceilings, thresholds, brackets, periods...: you can customise your rates according to the criteria of your choice, then save time by automating your renewal campaigns one or more times a year. Eudonet also allows you to collect the annual data of your (future) members thanks to simplified information collection forms.

Multi-scale memberships - Annual data collection and renewal campaigns

Joint mandates, representatives and elected officials

Chairman, treasurer, rapporteur or simple participant: follow the mandates of your representatives and those of other stakeholders. With your Eudonet CRM, you can plan, organise, invite and manage their presence at your various bodies.

POWER BI, scoring

Measure member engagement using CRM. Segment and score your members based on an unlimited number of indicators. Retrieve all relevant CRM data and integrate it with one click in MS Power BI format!

Business intelligence

Deepen your market knowledge with our Corporama and/or Economic Observatory extensions. Complete company and contact data to better customise your actions, optimise your decision-making and improve your performance.

Connectivity, API

With our Application Programming Interface (API), centralise your data in the Eudonet management software and interconnect it with your other tools, databases or member spaces.

Remote authentication

Keep your data safe! Using SAML 2.0 remote authentication, link your Windows desktop with your Eudonet CRM with an identical password. Also take advantage of SSO so that you don't have to fill in your Eudonet access credentials once you log in to your Windows space.

Data-quality, automatic deduplication

Thanks to its intuitiveness, its 360° vision, its easy entries and searches or its deduplication, navigate easily in Eudonet and guarantee the quality of your data.

Accounting link, direct debits

Interface your Eudonet database directly to your accounting system and forget about double entry! As soon as you receive a new payment, Eudonet sends all the necessary information to your accounting software.

Front offer

Animation of the members' community by netanswer

EXTRANET X

WORDPRESS connector

Connect your Eudonet database to your WordPress site

Marketing options

Email Pack

Communicate without limits! You have 100,000 emails included in each Eudonet offer, need more? Enrich your offer with email packs if you wish.

SMS Pack

Opt for proximity communication by sending SMS to your contacts.

Deliverability Pack

Increase the reach of your emails with our deliverability pack!

Connectivity options

API

With our Application Programming Interface (API), centralise your data in the Eudonet management software and interconnect it with your other tools, databases or member spaces.

Inclus

*User subscriptions are invoiced annually, with a minimum of €350 excl. per month

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Dare to ask : all there is to know on CRM for Professional Associations

An integrated solution dedicated to managing the activities of professional organizations, a Professional Association CRM offers the following benefits:

Easy management of your contacts (members, companies, experts, etc.)
Simple management of your affiliations (registration, annual data, contributions, etc.)
Centralization of your business processes: representativeness, training, marketing automation, etc.
A 360° view to manage your entire activity and achieve your objectives more quickly
Connectivity and mobility to remain productive in all circumstances and wherever you are.

The CRM for Professional Associations is a complete management solution with many benefits:

Save time and increase efficiency in managing member relations and training
Centralize your data and collaborate easily among staff
Manage your activity with integrated dashboards
Offer new services to your members
Strengthen your representativeness

In order to best serve the interests of their members and their industry, Associations, Federations, Unions, Professional Orders, and Employer Organizations must be able to rely on a reliable integrated solution dedicated to their activity. The right CRM solution should:

Offer features dedicated to the activity of your Professional Association
Facilitate the organization and collaboration of your employees for better performance
Be flexible to simply and effectively meet your initial needs
Be scalable to meet your needs at the pace of your development
Be ergonomic and intuitive for quick adoption

Among the many features of a CRM for Professional Associations:

Member management
Follow-up on solicitations
Management of representations in committees and instances
Multichannel communication
Organization of events and training sessions
Customized member extranet

To integrate an integral CRM tool into your federative structure, you must go through the following steps:

Define the major issues and needs of your organization
Identify key project stakeholders
Analyze your Information System and prepare for data recovery
Write a specifications document containing all this information.

Migrating to a new CRM solution for your Professional Association becomes necessary when your current solution requires, among other things:

A technological upgrade
Better adaptation to the evolution of your sector
More flexibility
More security

Thanks to its specially designed module, Eudonet supports you during the key steps of your CRM migration:

Mapping, integration rules, execution order of imports
Imports, testing, and validation
Training your users on the new tool.

Do not hesitate to contact our experts!

You have remaining questions? Check out the full FAQ.

Unite the members of your professional organisation with efficiency

The solution that helps you defend and represent the interests of your industry