How Fondbolagen Integrated CRM System and Member Portal: “It’s Just a Smooth Process”

With the need for a CRM system covering multiple functions and modules, they have long faced challenges in finding a member portal tailored to their specific needs. Large platforms geared towards sales have often been too extensive and inflexible. However, Getynet has proven to be the perfect solution for them.

Previously, Fondbolagen Used Outlook as Their preferred CRM System: 

"We found Outlook limiting for our use. For instance, we could only send emails to 500 recipients at a time within a workgroup," Moa Montero from Fondbolagen says.

Fortunately, with Getynet, everyday operations have become much simpler and more efficient.

"It is a great advantage that all the functions we need are integrated into one system. Previously, we had an external member portal alongside Outlook, but with Getynet, we have everything in the same system, and it is clearly more efficient."

Getynet is considered a Secure and User-Friendly Solution

Security and reliability are crucial for Fondbolagen. For example, they greatly appreciate the added security step asking users to confirm changes before they are implemented, preventing any accidental critical modifications.

"Getynet is perceived as a secure and reliable system at an administrational level. We also find it beneficial that the system is flexible and consists of features in the customer portal. For example, we use group pages as part of the member portal, where members only see the groups they have chosen to be part of. This provides a structured and engaging experience for everyone involved."

The system also includes a dedicated board portal for Fondbolagen, featuring document management to ensure that important files are not lost.

"Internally we use it for communication, document management, meeting agendas, minutes, and similar purposes for our board. Gathering all this on one platform saves us time."

Easily interpreted overview and Flexibility

Another feature that has made administrative work easier for Fondbolagen is the ability to access company-level data and use filters to extract particular information from different membership groups, such as addresses and contact details.

"With the filter function, we can easily get an overview of customer profiles with necessary membership data. This can be exported to Excel and then shared. It’s just a smooth process."