CRM & AUTOMATION
FOR ASSOCIATIONS
Finally, a CRM that is both powerful and easy-to-use.
With exactly the right integrations and automations you need to grow better.
Take control of your Membership, Stakeholders, and Marketing.
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Centralize all your contacts, whether members or external stakeholders.
Hyper-automate your daily tasks, all around a smart CRM.
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For Non-profits
Create more impact
with targeted Campaigns
& automations.
For Business Communities
Deliver more Value for Money
to your Members.
Do better Advocacy.
Leading European Associations
we work with
The Most Loved CRM
among Business Communities and Non-Profits
in Europe.
We have shifted so many associations and member organisations
away from Excels, clunky CRMs,
and other substandard Public Affairs software.
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The CRM & Member platform developed by Symantra to manage members have been a game-changer for DIGITALEUROPE. For the first time, we have been able to provide a transparent, professional, and coherent service to all of our members, while freeing up a lot of time from our staff to focus on the policy work instead of administrative procedures.
Since Symantra’s digital solutions are used by many other Business & Trade associations, it constantly evolves, and we can benefit from best practices as we scale our operations.
50.000
DAILY USERS
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The CRM platform is now being used in 30+ European countries and hundreds of organisations.
All the data is stored in secure data centres in the EU (Germany, Ireland) - unlike many other CRMs.
1 Day a Week
SAVED
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The CRM platform helps save on an average 1 day a week for EACH staff in charge of core operations by automating daily manual tasks.
Staff can finally re-focus on strategic activities, instead of loosing time on boring IT or admin tasks.
100%
CLIENT LOYALTY
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The CRM platform and its deep integrations address the exact needs of data-centric organisations. Marketing & Ops staff just love the CRM as they can perform so much better.
On top, the Mobile App makes the power of the CRM accessible everywhere.
Most popular integrations
for Associations
Adapted to the specific needs of
Membership-based organisations
1
ALL-IN-1 CRM
Finally, you can trust your data 100%. From Stakeholder engagement to Membership, from Newsletters to Events, from Data collection to Invoicing automation...
All processes are streamlined thanks to well-thought automated flows.
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The unification of these digital processes generates substantial productivity gains for the staff: your team can re-focus on more strategic tasks.
2
DATA-CENTRIC ASSOCIATION MANAGEMENT
Managing membership growth and stakeholders has never been easier. Long gone are the days of manually updating Excels or struggling with substandard CRMs.
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With our CRM, you'll have One-Source-of- Truth for all your teams (Policy, Comms, Ops, ...). You can work collaboratively and you can easily filter out the information you need. Plus you have a Mobile App.
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No dependency on IT people anymore.
3
TASK AUTOMATION & SYNC WITH YOUR DIGITAL TOOLS
Marketing automation, Membership, Events & Sales, Finance, Advocacy, Certifications.... Automate all your workflows and processes. On top, you can leverage AI-powered features.
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The automatic workflows and 2-way sync will make your everyday work a whole lot easier. Manage all the access rights to the different digital tools.
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The CRM works for you, rather than you working for the CRM.
4
INVOICING & PAYMENT RECONCILIATION
You do not need to spend efforts to manually send invoices for the annual fees or events, match payments, checking invoicing details, …
Automated processes will save your association a huge amount of time and avoid revenue leaks.
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Brand your invoices, set reminders, and manage complex tax calculations automatically.
5
SMART
DATA COLLECTION
Automate the process of Data Collection through prefilled Smart Forms, Approval workflow and Self-service features for your members.
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No need of a back-and-forth exchange of emails between your staff and members to update the profile or organisation information.
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All data collections flow automatically in the smart CRM.
Where we help you
DATA AUDIT
& PERFECT DATA MIGRATION
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We do a comprehensive audit of your data sources lying in your different tools and Excel files.
We have automated processes to unify all your current data sources and migrate them easily to our CRM.
Super-fast Migration : 3 to 4 weeks.
CRM CUSTOMIZED TO YOUR PROCESSES
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We do NOT throw another empty platform in your face and make you figure out yourself how to fit all the data in an empty tool.
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We understand that every organisation is unique and so adapt the CRM to your unique processes and technical requirements.
We developed custom features, modules, deep integrations of third-party softwares, and many workflow automations.
FULL AUTOMATION OF MEMBERSHIP LIFECYCLE
With this top-notch CRM, and the unique digital ecosystem around developed by Symantra, we help Business associations (small or big) and non-profits to fully automate their Membership Journey.
From Lead capture to Renewal.
You will liberate so much time!
Advanced Features.
Easy Admin for Non-Geeks.
Migration, Integrations, Onboarding & Training
Data-driven and Interactive Dashboard
Members and External Stakeholders' management
Advanced Automations for Association management.
GDPR compliance and
Security by design
Deep integrations with Microsoft 365
Web-based CRM & native Mobile App (iOS & Android)
All-in-One CRM:
Data + Marketing + Events + Operations + PA + Finance
All Data hosted in the European Union
About us
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12+
CRM experts, UI/UX designers & senior developers.
3
languages. We work in English, French, German.
2
offices.
Brussels & London.
150+
Migrations & Integrations
to top-notch CRM.
14
years of experience in digital transformation projects.
30+
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CRM integrations with popular third- party tools.
Symantra is the Market Leader in Digital Transformation of Business Associations in Europe.
DIGITALEUROPE, EUROCHAMBRES, CAN Europe, and many reputed membership-based organisations use Symantra's Member Platform (NextGen Extranet), specialized CRM, and 360° digital solutions for Association Management.
Hyper-automate your Marketing & Communications, Membership & Community management, Operations & Finance, Advocacy, Events & Certifications...
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All around a smart CRM.
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More Products & Services
Symantra is specialized in 360° digital solutions
for Membership-based organisations.
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