Associations

Associations

With often limited resources, an association must be efficient in order to achieve its objectives. Cirrus Shield’s CRM for associations offers a “turnkey” solution to meet the most common needs of an association. CRM for Cirrus Shield association allows for rapid set-up to take full advantage of the benefits of a CRM and get things done right away.

Online Recruitment

With the Cirrus Shield WordPress extension, you can set up contact forms directly connected to Cirrus Shield on your website. You no longer need to re-enter the information and you are informed by email as soon as a new contact request is made.

360 ° Vision

On a contact file, you have all the information associated with it: contact information, communication history, follow-up of tasks and appointments, member’s status, payments made, events in which he participated, etc. The IMAP connector allows you to display all of the email exchanges with the contact on the contact card.

Online Invoicing and Payment

Receipts and invoices are generated in one click with the document generation functionality. The invoice templates are customizable and allow you to produce documents corresponding to your needs. When an invoice is created in Cirrus Shield, an online payment link is automatically generated, a link that you can send to your contact and which will allow them to pay online by a multitude of means: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.). As soon as payment is made, the status of your invoice in Cirrus Shield is automatically updated. Payments are therefore monitored in real time.

Communications and Emailings

Thanks to the native connector with the Sendinblue emailing tool (and Mailchimp), you can carry out your communication operations and your emailings in a few clicks. Segment your targets according to their interests, and send appropriate messages to communicate about your actions and initiatives. Bounces, unsubscriptions, opens and clicks automatically update the contact card.

Event Management

You manage the entire event cycle in Cirrus Shield. Perform your targeting in Cirrus Shield in order to transmit your targets to Sendinblue (or Mailchimp) for the launch of your email campaign. The subscription link inserted in the email returns to a registration form on your site. This WordPress form is connected to your CRM and automatically enriches it. A confirmation email is sent to the contact who registers. On D-day, the contact who presents himself is recognized in the CRM and a trace of his passage is noted. The reporting wizard allows you to produce summary reports on the success of your events.

Monitoring of Your Association’s Key Indicators

Customizable reports and dashboards allow you to track all of your association’s key success indicators. You measure the income generated, the success rates of your events, the engagement of your members… These reports and dashboards allow you to do the right thing at the right time.

Customized Pricing