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+44 (0) 1372 232 125

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oomi CRM

oomi CRM

core back office systems that deliver operational efficiency

oomi CRM has the widest range of modules specifically designed around the requirements of the membership and NFP sector. They deliver powerful functionality and can be tailored and configured to meet your organisation’s exact needs.

Our web-based modular CRM also gives you the flexibility to make changes that will adapt the system as your and your members’ needs change – without the associated costs.

oomi CRM is cloud-based, so it is available anytime, anywhere and on any device. Whether it’s front line staff talking to users on the phone or management reviewing essential reports, your staff will have access to full and accurate information at all times, from one database, on your dashboard.

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oomi modules

  • manage complex organisational and individual relationships
  • manage and record all communications
  • apply and manage attributes/profile tags to assist with marketing and personalised communications
  • dashboards and reporting

  • manage multi-day, multi-stream conferences to small seminars
  • manage one-off or rolling webinars
  • optional – record CPD points against contacts / Automatically award CPD points to event attendees

  • manage complex and multi-layered membership schemes
  • manage corporate, individual, joint schemes or all three
  • manage rolling renewals, annual renewals or both
  • handle payments ranging from direct debit, credit cards to BACS payments

  • manage and track all in-bound revenue lines
  • raise invoices and credit notes

  • manage fundraising campaigns and giving programmes
  • create donor journeys and communication plans with automated messaging

  • create and manage grants/awards for applications
  • view applications, assign for review and manage the approval process

  • create and manage a wide range of product lines, including books, magazines, PDF downloads, room hire etc
  • manage magazine or publication subscriptions
  • create and manage simple or complex subscriptions bundles
  • integration available to publishers if required
  • option to integrate with an online shop via an oomi web portal area
  • option to integrate with 3rd party online shops like Magento, Shopify and WooCommerce via REST API

  • manage internal and external matters, such as complaints, compliance issues or data breaches
  • record all communications and set automated reminders and tasks

  • manage the related members of a committee
  • keep track of committee position periods and tenure
  • set automated action and reminders for posts due for re-election
  • record all communications, meeting minutes and future actions

  • create and manage new leads into sales opportunities for any type of revenue stream

  • oomi provides social media integration of contacts and organisations with Facebook and twitter (hashtags, no of followers, no of following, number of tweets). This is bundled with the oomi CRM module

  • Manage complex exams and educational programmes
  • Manage and maintain question banks
  • Export examiner mark sheets and import back into oomi once completed by examiner
  • Record modules or exam results and marks

  • Manage ongoing training courses
  • Delivered in one setting or at multiple settings on different dates

  • Manage an accreditation process for individuals or organisations
  • Manage moderators or assessors as part of review process

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