Automated referrals
Automated sales tracking
Member profitability management
Incentive management
Target marketing
Call reporting
Pipeline management
Unlimited reporting
Householding
Customizable member profiling
Automatic promotion reminders
Total view of all member accounts
Automated direct mailings
Relationship connectivity

Customizable member profiling

TotalView™ detail screens can be set up to help you track any information you want to collect or already have about your members and prospects.

For retail and professional accounts, you might track and report on:

  • *Financial data and personal information (spouses’ names, names of children and even pets, if that’s important).
  • *Household demographics.
  • *Home ownership, retirement planning and financial planning.

For commercial accounts, for example, you can set up your own custom detail screen to track construction loans. You might track:

  • *Commitments you’ve made.
  • *The amounts that were funded.
  • *When they were funded.

With details like these and others at your fingertips, you have a total view of your members. Account information is accessible only to the employees you authorize to receive it.