resources

live webinars

Combining CRM with a modern finance system

If you are looking to improve the efficiency of your membership services, and considering changing your CRM or finance system,  then come along to learn more about the importance of CRM integration with a modern finance system and how to go about it

A 45-min discussion webinar
9:30am Tuesday 29th June

 Hosted by:
Joel Trotman, oomi, with Amy Swain, Director Member and Stakeholder Engagement, Association of Foreign Banks, and  Ian Jarvis, Vertis Accounting

An introduction to oomi CRM

Want to see you how your membership CRM compares with others? Come and learn how our agile and flexible approach removes many of the barriers that other technologies create, and why you should be looking for a modern, low code, cloud-based solution.

A 45-min live webinar
9:30am Tuesday 13th July

 Hosted by:
Joel Trotman, oomi

recorded webinars

Selecting the right CRM that works for you

Want to learn about what you need to look for in a CRM to support membership engagement in these challenging times?

A 45-min webinar
Recorded on 21 Apr 2021

 Presented by:
Joel Trotman, oomi

Delivering more with less

Join us to learn how how membership organisations are doing more with less –  improving their membership services and engagement, whilst at the same time increasing operational efficiency and productivity. 

A 45-min webinar
Recorded on 23rd February 2021

Presented by:
Joel Trotman, oomi

other resources

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at oomi we love to talk specification, contact us for more information or product demonstration

A fully integrated Engagement Management System for the NFP sector - combining CRM, Website, Collaboration, Engagement & Social Media.

oomi is available anytime, on any device and truly agile for your changing organisational needs.

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Epsom, Surrey KT18 5AD

+44 (0) 1372 232 125

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