CRM Tool Sub-account
$120.00
$1164.0090% offQuantity
Description: Comprehensive setup and management of a dedicated family subaccount within the CRM platform. This includes the following features:
Customizable Dashboard for centralized family communication and organization.
Automated Workflows for managing event registrations, reminders, and follow-ups.
Form and Survey Tools to capture family data (e.g., birthdays, RSVPs, and updates).
Digital Payment Integration for secure and efficient handling of reunion fees and fundraising contributions.
Email and SMS Campaigns to streamline announcements and updates for all family members.
Access to Shared Resources like photo galleries, event schedules, and documents.
This service is designed to enhance family collaboration, simplify event planning, and modernize how family matters are managed digitally. Monthly maintenance and support are included to ensure the subaccount remains optimized for family needs.