Administering Your Chamber CRM

This guide covers the routine administrative tasks chamber staff perform in the CRM. It assumes your members are already imported and your tiers are defined.

Managing member records

Open any business to update contacts, category, address, and custom fields. Changes flow automatically to the directory and member portal, so you only edit once.

Roles and permissions

Assign roles to control access. Audit trails record who changed what, which matters when volunteers and board members share the system.

Working the renewal pipeline

Review members approaching renewal each week, send personal outreach to at-risk accounts, and let automated reminders handle routine renewals.

Segments and tags

Tag members by committee, industry, or program, then email or report on that segment in one click.