Fast-track your member and chapter growth for your BNI region
Member Engage, an automated CRM for BNI, enables a region and its support office to live and follow the seven core values of BNI. This management system for Executive Directors helps accelerate the growth of chapters and members in their region. With Member Engage, Executive Directors and their team position themselves to thrive by automating business processes, solving data challenges, and offering business insights. With this solution, the region's Executive Director and the staff increase productivity and efficiency and provide a superior member experience. QTECX Solutions has designed an integrated and automated CRM to help you focus on your core goals and objectives of growing your region.
TESTIMONIAL
QTECX Solutions worked with us to understand our challenges. The team worked hard to go into details to understand our business environment and design the right solution. The level of support during the project and post-implementation is the best. QTECX Solutions has continuously gone above and beyond to ensure challenges are resolved and provide us with a solution that our team is happy to use. With their assistance and advice, we’ve streamlined many time-consuming manual processes and are now more efficient in managing the region. We highly recommend them to other BNI Regions.
Rebecca Raad
Executive Director, BNI SNW Australia
(a region of 20+ chapters and 500+ members)
Member Engage for BNI
GENERAL FEATURES
- Visitors and Members, 360° chapters view
- Pre-filled BNI business categories
- Filter and segment contacts
- Automate tasks and communication
- Email templates
- Record all activities
- Centralised documents storage
- Shareable documents links
- Knowledge management (for regional-office)
- Manage and automate business processes
- Configurable business rules
- Access from anywhere, any time
MEMBERS and CHAPTERS
- Manage members and chapters
- Onboard members with automated emails
- List all members under a chapter
- View leadership team and directors of each chapter
- Customisable forms
- Easy data import from BNI Connect
- Automated reminders for 7-month review with last score
- Automated renewal notifications to members
- Automated renewal notifications to VP
- Automated notifications to VP for monthly reports
ONLINE APPLICATION MANAGEMENT
- Full application form based on BNI template
- Mandatory and optional fields
- Online signature option
- Integrated application payment
- Automated form distribution for Membership Committee review
- Online form review and approval by Membership Committee
- Automated task creation for region office to reconcile
- Alerts and reminders