Managing an association with Presspoint CRM

 via membership-driven email, content access and directories

 

Many associations and nonprofits use Presspoint for the time savings of recording visitors’ site activity directly to the CRM plus its automated membership rules powering content access, user directories and email lists —  all based on profile status.

They also like event management, online donations, dues payment, and grant tracking all under one roof. Finally, they only need to learn one system with one login — and that’s WordPress, with one of the most intuitive UI’s in the industry.

In this example, let’s look at how the National Association of Nano Brewers manages membership for their association, then create some new members-only content. We’ll also create a system-generated directory of Board members, and see how the system handles email list membership based on profile data.

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