CRM for Members

A customer relationship management system designed by Protech Associates for associations and non-profit organizations.

About CRM for Members

Protech Associates, Inc., a Microsoft Gold Certified ISV, provides The Complete Microsoft Solution for Associations to associations and member-based organizations. Protech’s solution, CRM for Members, is delivered within Microsoft CRM and features complete integration with Microsoft CRM, consistent navigation functionality, and an identical user interface. In short, CRM for Members has the exact same look and feel as Microsoft CRM, and operates in exactly the same way, guaranteeing rapid user adoption and ease of use throughout the entire organization.

With Protech CRM for Members, users obtain critical association management functionality including membership management, automated dues billing, dues deferral, meeting and event management, speaker and facility management, exhibit sales and contracts, subscription management, advertising sales and contracts, product sales and inventory (including complete product kit functionality), chapter management, list and committee management, program and donor development (fundraising), professional development and certification, and integration with financial management through Great Plains or Solomon.

Member-centric activities occur and are recorded within each member’s record in Microsoft CRM and CRM for Members, ensuring organization-wide access to critical member history and information, and empowering associations’ staff members to deliver optimized member service. For example, with member-centric transaction processing, an association team member can create, process, and track an invoice from within an individual’s or company’s member record; process payment; and email the invoice or receipt – all without ever leaving the membership management application. Protech CRM for Members enables users to process multiple kinds of transactions on a single invoice, eliminating the need for disparate, departmental databases, and streamlining internal efficiencies and financial management practices.

In order to ensure that associations have access to CRM for Members, Protech has launched a Partner Program, comprised of qualified Microsoft Certified Partners with experience delivering Microsoft CRM. Sales of Protech CRM for Members pull through an entire stack of Microsoft products, including Microsoft CRM, Great Plains or Solomon, Microsoft SQL Server, BizTalk, SharePoint Portal Services, Office, Windows, Content Management Server, and Small Business Server.

Accounts Receivable

Get a clear view of your financial picture with CRM for Members Accounts Receivable. Easily view all new and completed product orders, donations, event registrations, and classes; view financial reports; create and manage batches; accept credit cards or cash/check payments; and apply overpayments to open invoices or quickly provide refunds.

Advertising Sales and Contracts

Make the most of your advertising opportunities. With CRM for Members, you’ll gain a complete advertising management program for recording advertising contracts, invoices, and insertion dates. Offer tiered rate schedules based on position and frequency, provide discounts, and indicate special positioning or color requests.


Strengthen your mission by strengthening relationships with your organization’s chapters. CRM for Members allows you to track the members and finances of national, state, and local chapters. Specify primary and secondary chapter dues prices; add, edit and manage chapter officers and titles; and automate chapter billing from year to year. Set chapters’ yearly goals, such as new and renewing members by chapter, and then compare these figures through reports.

Exhibit Sales and Contracts

Easily run successful tradeshows. A complete exhibit management program for recording contracts, invoices, and assigning booths, CRM for Members simplifies the task of managing your exhibits and exhibitors. This solution includes comprehensive report lists and support for an Exhibitor Directory; allows you to list representatives and products for the buyers’ guide; and associate add-on products with exhibit space sales.

List and Committee Management

Improve the effectiveness of you committees, target marketing, and membership lists. List and Committee Management allows you to quickly build ad hoc lists; manage and track multiple committees and quickly assign members or update positions; view lists or committees; and easily communicate via email with select individuals, lists of members or entire committees directly within CRM for Members.

Meeting Management

Effectively plan and conduct meetings and events. Meeting Management allows you to create multiple registration types, set limits on the number of people who can attend an event or staff a booth; automate pricing based on member- or non-member status, allow members to register and pay for an event online, and even create and print attendee badges on-site.

Member Management and Dues Billing

Take control of your membership data and dues billing activities! With CRM for Members Member and Dues Management, you can add and modify member categories, types, and dues-related products such as subscriptions, chapter fees, or contributions; automate billing and invoices; pro-rate and defer dues based on anniversary or yearly billing cycles; view dues-related reports or export them to Microsoft Excel; allow members to pay their dues online, and much more.

Product Sales and Inventory

Increase your non-dues revenue. CRM for Members provides a comprehensive method for tracking the sale of both inventory and non-inventory products including books, videos, shirts, or course exams. Easily see and report on which products you have on hand, and quickly create packing tickets and invoices.

Professional Development

Optimize your association’s important education and certification programs. You can produce eligibility reports for course completion, transcript history, and accumulated CEU credits; associate a specific designation with a program, track, or course; and maintain historical educational data for each student.

Program and Donor Development (Fundraising)

Streamline and automate your donor-related activities within you membership management solution! CRM for Members allows you to track monetary, pledge, in-kind, and auction donations; accept payment for cash donations and apply pledge receipts to an invoice; take cash donations and pledges over the web and integrate them directly with the donor’s record. Instantly provide printed receipts or invoices, or email donation receipts to donors.

Speaker and Facility Management

Planning successful meetings and events has never been so easy. CRM for Members allows you to easily manage your speaker assignments and facility logistics. Arrange for special room set-ups; reserve or assign A/V equipment; or request a podium. You can even attach Microsoft Word documents containing speakers’ abstracts or bios, and communicate via email efficiently and effectively with schedules speakers and presenters.


Increase visibility and awareness by improving your subscription management and distribution. With CRM for Members, you can simplify your organization’s subscription process by easily managing lists, rates, and addresses. Track subscribers by multiple publications, subscription rates with multiple lifespans, and multiple ýship toý addresses. Create galley files to send to mailhouses or create magazine labels in-house. In addition, you can choose for members to receive your publication as part of member benefits, send it to paid subscribers, or provide it free of charge to select recipients.

Web Portal

The CRM for Members Web Portal helps associations provide enhanced services to members through the web. Web Portal is designed to fit the way your members want to use your website. It’s simple, easy, and intuitive, allowing you to make your website a more inviting destination for your members. Web Portal can be seamlessly embedded into your website without redesigning the site, providing integration with the Protech CRM for Members database.

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