Individual relationships are the foundation of the club business, so wouldn’t it be great if your software could help you create and nurture those relationships? Well, it can. The Jonas Encore Customer Relationship Management (CRM) application enables your employees to track milestones and engage prospective members throughout the recruitment process. In addition, the CRM application has been designed to help nurture the relationships you have already established, creating the greatest possible experiences for your members.
Each employee can create their own “My CRM” dashboard enabling access to notes, activities and opportunities related to members, guests and prospects.
Easily track prospective members throughout the recruitment process by recording the Opportunity Type, the Stage to which the opportunity has advanced, and Probability of close. Users can even add required milestone activities such as sending a membership package or providing a club tour.
Make sure member comments and milestones never fall by the wayside and take membership experience to a new level. The CRM application allows users to create and assign tasks to staff members, track their completion, and even add contact types such as a personal phone call or an automated email response.
Create and Assign tasks to club staff. For example, ensuring that a new member is introduced to the General Manager.