The Customer Relationship Management (CRM) features in iGo360 manages and organizes communications and information for members, prospects, and employees. CRM allows recording notes, storing documents, assigning tasks, reviewing notification history, creating message templates, and sending communications to groups of recipients.
Notes can be added to members, prospects, and employees to record important information.
The note is saved with the date and time it was created.
Select CRM > Notes
Displays all notes in chronological order. Click any note to open the associated person's record.
Documents can be uploaded and stored for members, prospects, and employees.
Uploading a Document
The document is added to the person's record.
Manage Documents
CRM > Documents
Displays all uploaded documents. Click a Document name to open the record.
CRM > Notification History
Displays all sent email and SMS notifications chronologically, including recipient information and delivery status.
Individual notification history is available in member or prospect record History tab by selecting Notification History.
Tasks can be assigned to members, prospects, and employees
The task is added to the calendar
Field |
Description |
|---|---|
Person |
Populated automatically from the selected record |
Assign To |
Employee responsible for completing the task |
Task Type |
Select the task to be scheduled |
Start Date and Time |
Required |
End Date and Time |
Optional |
Auto Recurring |
Creates a recurring task |
Result |
Optional. Typically completed after the task is finished |
Additional Information |
Optional notes about the task |
Options available:
CRM > Tasks
Displays all scheduled tasks. Click a task to open the associated person's record.
SMS Blast allows text messaging to multiple recipients at one time
CRM > SMS Blast
Use SMS Blast to compose and send text messages to a selected group of members or prospects based on available filters.
Note: SMS messaging requires active SMS integration and may be subject to messaging regulations and carrier requirements.
Email Templates allow creation of reusable email messages for common communications.
Create an Email Template
CRM > Email Templates
The template is available for future use
SMS Templates allow creation of reusable text message templates.
Create an SMS Template
CRM > SMS Templates
The template is available to send SMS messages
Mass Messaging allows sending email or SMS communications to multiple recipients.
CRM > Mass Messaging
Note: Available messaging options may vary based on user permissions configuration.
