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Credit association seeks association software

IT project from: association (Germany)Project no. 24/3393: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a financial association with approximately 3,000 members and are looking for association software.

The software should meet the following requirements, among others:

  • Address management, address database
  • Manage and support members
  • Contribution management
  • Optional associated association app (self-service)
  • Ideally with call center functions to replace reception
  • Interface to existing solution or free programming interface
  • On-premises or cloud

Three to five software workstations are planned. Work is carried out in an IBM system environment. MS Windows systems are also available.

The software should have the following functions.

Necessary:
Address database
Calendar and appointment management
Documentation
ERP interfaces
History
Member administration
Messages
Remote access
Report management
Statistics
Text module management
User management
Optional:
API interfaces
Call center functions

Based on the specific requirements, the following solutions can be considered:

CAS netWorks
Club Management, Organizations
Scopevisio
Enterprise Resource Planning
ClubDesk
Club Management, Organizations
ERP-Projektmanagement
unitop NPO
Nonprofit Organizations
PADC LLC

Project statistics

Quantity
Researched solutions 30
Selected potentially relevant solutions (of which published) 18 (6)
Sent e-mails (questions, queries) and telephone calls 77
E-mails received from vendors 17
Direct responses to the IT project 6
Responses classified as relevant 15