CRM+ Event Manager
Built-in Contact and Marketing/Event Module
MomentumTRUST’s built-in CRM+ Event Manager allows you to connect with clients, contingents, beneficiaries and prospects as well as track, plan and promote events, seminars, parties and marketing campaigns.
MomentumTRUST’s built-In CRM+ allows you to efficiently track and connect prospects, accounts, households, beneficiaries, grantors and third-party relationships related to trust management.
MomentumTRUST’s robust CRM+ Event Manager allows your marketing team to easily create marketing campaign databases. Campaigns are easily assigned to contacts through the CRM+.
MomentumTRUST’s robust CRM+ Event Manager allows your marketing team to easily create events, assign quantities to relationship managers, assemble invitation lists, collect rsvps, create name tags, labels and track event results.