Salsa CRM offers you the ability to configure, track and manage your subscription-based membership information. Track membership on individual constituent records or use the Member Subscriptions screen to return larger searches. Individual Constituent Membership can be found on the Membership node of the constituent's record.
Salsa CRM's Membership functionality works best if your membership programs have the following characteristics:
- Subscription-based membership program
- Defined benefit categories
- Single, fixed cost for each subscription
- Fixed subscription length of time
To get started you will first want to configure Salsa CRM's Membership Management to meet your needs.
Report on Member retention rates using the Membership Statistics Report or the Membership Node on the Constituent Type Query found in the Advanced Query Wizard.