IFERA, the International Family Enterprise Research Academy, is a non-profit organization established in 2001 that brings together family-run business, academics and independent researchers to improve the field of family business research, theory and practice. IFERA Research Development Program provides members of the association tools to obtain meaningful results and advance their career in the research sector.
When they approached us, IFERA already had a rich and well-organized website. But while their presentation was great they were lacking a contact management system that would allow to track members’ payments and automations. That’s where we came in. We developed a membership system that kept track of yearly payments made by each associate. If a bank transfer didn’t go through, the system automatically cancelled the membership after five days. We installed a CRM software to manage all contacts and membership status of the organization’s associates.
Challenge
Creating a membership system that would rely on automations to keep track of the users’ payments and status.
