Member Relationship Manager for Sage CRM

MRMMember Relationship Manager (MRM) for Sage CRM is a complete membership/association management solution. 

Based on award winning Financial Accounting and Customer Relationship Management components, it is a “best of breed” solution that does not compromise.

Full integration between the primary components means that you will never need to re-enter information.  MRM provides full integration between Membership, Finance, Website, Calendar/Task, Contacts, Email, and even to your telephone system via CTI telephony integration. 

Its universally accessible


Based on a flexible browser-based interface, MRM is accessible on any browser-enabled device. Desktop, laptop, tablet or phone, whether in your office, on the road or at home – full access is available at the touch of a button.

With MRM, your office is anywhere you are.

Full Member Self-Service


The included member portal provides everything a member needs to join, renew, perform maintenance, and interact with you on a regular basis, it even provides secure electronic document storage!

We work with you to integrate the portal directly into your website so that you can continue to manage your content, while adding advanced modern online features and functionality for your members and clients to use.

We focus on how you do business

Most systems will tell you how to operate, and you must adjust to the way “the system works”. MRM is different: it adjusts to how you do business.

Have a unique business process? Complex business rules? Unusual AR, AP or accounting needs? No problem. Our highly experienced and knowledgeable team will work with you to adjust the solution to your needs.  Not the other way around.

Major Features

We encourage you to contact us for a demonstration. Here are some of the major included features and functions:

Award winning accounting & financials

Award winning, comprehensive CRM

Rules based business and workflow engine

Highly configurable and flexible user interface

Membership

Social Media

Event Management & Electronic Events

Integrated Email Marketing & Tracking

Electronic Payments

Web Tracking

Fundraising

Drip Marketing

Member Community

Member Portal & Website integration

Surveys & Feedback

Integrated Web store

Device independent access

On premise or in cloud

Microsoft Outlook / Exchange Integration

Complete revenue deferral management


Organization types

MRM has been successfully implemented in a wide variety of organizations:

  • For-Profit and Non-Profit Associations
  • Charities & fundraising Associations
  • Professional Groups, Unions
  • Schools & Educational institutions
  • Non-membership organizations with recurring billing needs

Download the MRM 5.0 Feature Sheet

Click here to view a video on setting up a member

Click here to view a video on managing events


For more info or to request a demo