
Having all the elements of our membership in one place, CRM, website, email newsletters, publications and event bookings. It means we are not looking in lots of spreadsheets for different information and we are able to see all member interactions with the Society at a glance.
It also means all team members are using the same processes and not working in isolation. Review collected by and hosted on G2.com.
Some of the filtering and searching options felt complicated to set up, but once they were in place they are easy to use. Review collected by and hosted on G2.com.
The very powerful rules engine enables you to set what members experience at the website, in emails and newsletters, based on any combination of data, actions, and much much more. This personalisation enables you to set up lots of very valuable automated communications, that other systems require you to do manually. The membership, events, awards, cms, crm, email and other functionality is so intelligently designed, every day it is a jopy to use. Review collected by and hosted on G2.com.
The rules engine is so powerful it needs a lot of thought to set up. Once you have created a few it gets easier though. I would like more control of fields and stylesheeting, but I suppose if I did, it might get out of control and design be messed up. Review collected by and hosted on G2.com.
I have been really pleased so far with the ease of assigning different membership categories and assigning smart content. Visitors to the site can have a distinctively personal journey. Review collected by and hosted on G2.com.
Pulling off reports is currently a bit complicated and needs some work to make the process more efficient Review collected by and hosted on G2.com.
We have just launched the new CRM and website. Initially we thouhgt complexity of transitioning to the new CRM/website will require significant amount of staff time (we are a small but a very busy team with competing priorities all year round) but when we started working with our Project Manager Chris in Pixl8 I've put my concerns aside. He and his team were efficient, very professional and flexible. Review collected by and hosted on G2.com.
The website has been launched yesterday, so we're yet to asses it fully. Review collected by and hosted on G2.com.
Flexibility and availability of the support team during development. We also like the ease of use of the CMS, which is highly intuitive. Review collected by and hosted on G2.com.
Nothing. The project was complete to our entire satisfaction Review collected by and hosted on G2.com.