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    Relationship Management Suite

    Relationship Management Suite

    The iMIS Relationship Management suite provides your organization with the ability to manage all aspects of relationships with individuals, organizations, and groups of all kinds. With the iMIS Relationship Management suite you can record and track contact, organizational, and transaction data; define chapters, track enrollment, and maintain rosters; track committee members, terms, and position; manage communication with members, donors, volunteers, and other constituents; and allow individuals to update and manage contact information online.


    Modules

    Customer Management
    Manage your relationships with individuals, organizations, and groups.
    Process Manager
    Automate and manage complex business processes.
    TaskCentre
    Automate manual processes and enforce your organization’s business rules.
    iEmail
    Access iMIS information directly from Microsoft Outlook.

    Chapters
    Chapter Management allows your organization to manage chapters, divisions, or branches of a parent organization.

    Customer Service Alerts
    Display custom alerts with information about a specific organization or contact.

    Issue Management
    Issue Management provides complaint handling capabilities including documentation, categorization, prioritization, and resolution.

    Legislative Bill Tracking
    Legislative Bill Tracking provides extensive detail tracking capabilities for all types of legislative bills, covering the range of federal, state and local government.

    Professional Referrals
    Professional Referrals provides the capability to generate, manage, and distribute referral requests to service providers.

    Relationships Management
    Multiple Relationship Management provides the capability to create unique reciprocal relationships between individuals or organizations.

    Duplicate Merge Manager
    Duplicate Merge Manager allows your organization to efficiently solve duplicate record problems and determine which records to retain, merge, or delete.

    Export Utility
    Export Utility allows your organization to export iMIS information to another location or to a third-party software application.

    Activity Importer
    The Activity Import Utility allows your organization to import information into iMIS from another location or a third-party software application.



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