CRM

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The CRM is i3Detroit’s membership management software. It handles member accounts, including dues payments, and RFID key fob and storage plot assignments. It also acts a directory for member names and emails.

Links

New CRM: https://members.i3detroit.org or https://i3-detroit.helloclub.com/

Old CRM: http://www.i3detroit.org/crm/

Announcement: New CRM Transition

Beginning in the second half of 2025, we’re transitioning to a new CRM platform available at https://members.i3detroit.org/ that runs on Hello Club.

This applies to all i3 Detroit Members!

If you’re still using the old CRM ( http://www.i3detroit.org/crm/ ), you need to switch over to the new system as soon as possible.

Please follow the instructions below to complete this process.

New CRM Transition: Instructions

Here is the three-step process needed to transition your membership over to the new system.

  • Create an Account on the new CRM.
  • Setup Dues Payment on the new CRM.
  • Stop Dues Payment on the old CRM.

1. New CRM: Creating an Account - Instructions

  • Create an account at https://members.i3detroit.org using the link provided in the email.
    • (You should have received a welcome email containing an activation link, sent to the email associated with your member account on the old system.)

If your welcome email's link has expired, request a new email activation by providing your name and email address to either membership@i3detroit.org or treasurer@i3detroit.org . They can send you a new activation email with a refreshed link.

2. New CRM: Setting Up Membership Type & Dues Payments - Instructions

  • Log into the new CRM ( https://members.i3detroit.org ).
  • Click the overflow menu on the upper-left corner and select 'Memberships'.
  • Select the appropriate membership (For example, Individual Monthly (credit/debit) membership)
    • Credit/Debit - Enter your payment information
    • Cash or Check - This requires you to contact the Treasurer team at Treasurer@i3detroit.org to arrange.
  • After your membership type has been selected, and your payment setup, click 'PAY NOW'.
  • You will see a confirmation 'Membership Purchased'
  • You should get an emailed confirmation of your payment

For help resolving issues setting up membership & payment on the new system, contact membership@i3detroit.org or treasurer@i3detroit.org .

3. Old CRM: Stopping Due Payments - Instructions

  • Log into your account at the old CRM (Old CRM: http://www.i3detroit.org/crm/ )
  • Cancel your old membership.
  • Remove your old payment information (credit/debit card).

For help resolving issues on the old CRM, only contact membership@i3detroit.org .

misc

The CRM is i3Detroit membership directory. You can find names and emails for members, check dues status, pay your dues, assign and retrieve mentorship information etc. It runs SeltzerCRM software

Our legacy instance can be found at http://www.i3detroit.org/crm/

As of 2nd half of 2025, we are gradually in transition to https://members.i3detroit.org/

Issue tracker for the i3 instance of selter:

https://github.com/mjgardes/seltzer/issues


If you are having problems logging in, or if you've never logged in before, first try the "reset password" function. If that doesn't work, post for help on the i3 Google Group or ask in Slack.

Please keep your emergency contact info up-to-date, and make sure the person you've listed there knows that you've listed them as your emergency contact, in case we ever have to call them.

List of requested upgrades from the treasurer (primary user of the CRM): Membership Database App Upgrade


Data dump to be organized

(I'm just going to kind of "blah blah" in this section. Once there's enough stable info to justify organizing, we can do so)

Currently (9/9/2022), we have two front ends running concurrently.

  • Seltzer (link)
    • Built with PHP in 2009
    • Used in some way by several spaces around the world
    • Independent GitHub maintained by the community
    • This is what you see when you go to i3detroit.org/crm currently.
    • Built to be modular, but being PHP and a bit dated, difficult for modern users to update.
    • Uses the (PAID, yearly fee) FoxyCart system to connect with Amazon and PayPal for payments (each payment with per fee)
  • mAkePI (GitHub Repo)
    • An effort by current i3 members to make a new CRM with modern language/tools
    • Modularity provided by API
    • The API is built on Node and will be in Typescript (hopefully) soon
    • Uses Stripe integration for payments (Free but with per transaction fee)

Both systems currently access the same database of records

  • DB is in format ???????? (Can someone explain this in appropriate techspeak?)

The system may or may not be connected to the Doors in the future, but currently it is separate

  • (Do we have info on the door systems somewhere?)

The database is supposed to be the Single Source of Truth for:

  • Member contact info
    • Email
    • Contact phone number
    • Emergency contact info
  • Members organization info
    • UID
    • Link to member's signed waiver
    • Key


The CRM, in whatever form, is used for the following tasks

  • Treasurer Team tasks
    • Keeping track of
      • if a member is up-to-date on dues
      • how long a member has been a member
      • info on individual payments
    • other...?
  • Membership Coordinator Team tasks
    • Setting membership plan for new and changing members
    • Recording keys given out, and the associated PIN numbers (appropriate security measures)
    • other...?
  • Secretary tasks
    • Figuring out who is a current member for sending out notifications, especially vote ballots
    • other...?
  • Member tasks
    • Entering their own info
    • Checking other member's info to contact, especially for emergency contact info
    • Setting up their dues payments
    • Keeping track of their upcoming payments
    • Canceling payments when necessary
    • (Maybe??) Reserving storage? (looks like someone tried to set this up as a CRM function, no idea if it works, or how?)?


People currently involved in the CRM

  • USERS:
    • All members
    • treasurer team members
    • membership committee members
    • secretary
  • Devs
    • norm (mAkePI)
    • matt g (Seltzer)
  • Interested in helping dev
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