Customer Management

Suivi client

DCi Software offers a complete management for associations and chambers of commerce

[ File # csp10744141, License # 2251323 ]
Licensed through http://www.canstockphoto.com in accordance with the End User License Agreement (http://www.canstockphoto.com/legal.php)
(c) Can Stock Photo Inc. / pressmaster

Dynamic data structure: You decide what data to keep. Allows you to configure the data structure to your needs without expensive programming. The software will easily adapt to your future needs.
Hierarchical structure of data. Allows you to define relationships between members: individuals and / or companies.
Class and subclass concepts. It is you who create and modify the selection and extraction criteria. You are not constrained to a predetermined framework.
Designed to work with multiple users. Excellent audit trail on data entry (identification of changes by user). In multi-user mode, sharing of information without constraints.
Allocation of security level to users. Allows to respect the confidentiality of the information entered in the member's file. The system manages 9 levels of confidentiality to control the dissemination of information related to each member (individual or company). Users can only consult the information entered in the file by themselves or by another lower-level user. However, at any time, an entry can be declared « public » so that it is not subject to confidentiality rules.
Data sharing with Office automation tools. You determine the form and content of your mailings. Cost savings for typesetting, layout and printing.
Easy and flexible batch billing function. You compose the appearance of the invoice, you define the selection criteria and you determine the distribution to the GL, and this for each invoicing batch.
Allows the employer to be billed for the contribution of its members.
Allows the exchange of information with a transactional website for:
- Manage online directories
- Registration for activities with prices for members and non-members, sending receipts / invoices in PDF format by email
- Membership and update of member profile
Allows to centralize customers, suppliers and other contacts. Accounting Management and Operations Management are connected to a customer monitoring database to view / modify these lists and their notes.
Integrated into DCision ERP Accounting Management software (optional). Without manipulation, your billing data is integrated into your accounts.
Several reports, exports and cross-analyzes allowing, among other things, to carry out personalized correspondence, print the list of members by employer, send press releases to the employer, prepare a directory of members and a membership card.