Know your contacts. Reach the right people.
Connect people, organizations, membership information, segments and targeted communications with individual consent records.
The work, connected.
CRM Pro gives membership and communications teams a connected view of the people they serve. Keep a person distinct from their organization, build useful segments and prepare targeted messages while retaining communication preferences and relationship history.
A clearer way to manage the details.
People and organizations
Maintain individual contact records and their relationships with one or more organizations.
Membership and custom fields
Organize the categories and configurable information relevant to your membership base.
Static and dynamic segments
Define reusable audiences and preview the contacts matching your criteria.
Targeted communications
Prepare templates, test messages and campaigns connected to the contact history.
Consent and exclusions
Keep purpose, source and date with communication choices, and apply unsubscribe exclusions.
Imports and data quality
Map CSV fields, review probable duplicates and manage authorized exports with traceability.
From the first step to the next handoff.
Organize the records
Create or import people and their organizational relationships.
Build the audience
Apply membership criteria and review the segment.
Check permissions to send
Review consent, address validity and exclusions before the campaign.
Communicate and follow up
Test the message and retain delivery and contact history.
Communication eligibility is checked separately from segment membership. Consent wording, retention rules and sending-provider configuration are defined with your organization.
Keep the next step in MigiHub.
Know the workflow.
Define the right fit.
Bring your requirements to a conversation about configuration, supported features and implementation.
How does CRM Pro differ from CRM?
The CRM module provides customer relationship context. CRM Pro adds a dedicated focus on contact and membership data, segmentation, targeted communications, consent records and data-quality workflows.
Can a person belong to several organizations?
The model keeps the individual contact distinct from organizations and records their relationships. This helps preserve a person’s history and communication choices when their professional relationships change.
Does matching a segment authorize a message?
No. A contact may match a segment while being excluded from a campaign because of consent, an unsubscribe choice or address validity. The campaign eligibility rules are reviewed separately.
Let’s build around your operation.
Show us your current process, the people involved and the outcome you want to achieve.