CRM
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.
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.
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.
Links
New CRM: https://members.i3detroit.org or https://i3-detroit.helloclub.com/
Old CRM: https://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 four-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.
- Notify Membership & Treasurer / Request Adjustment Credit - Instructions.
Note: Billing Cycle Overlap between Old & New System
Transition whenever you want! If there is an overlap between the billing cycle on the old CRM and the new billing cycle on the new CRM, the Treasurer can help. After you complete all the steps, just send a request to the Treasurer for an adjustment credit on the new system. The Treasurer will issue an adjustment credit to your account on the new system that will be used for any balance, before your credit card is charged (See Step 4 below).
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 .
4. Notify Membership/Treasurer that this has been completed
- Email both (membership@i3detroit.org AND treasurer@i3detroit.org) that you have transitioned over to the system. This will allow them verify everything has been completed properly and to mark your account.
- For the old system, they will change your plan to 'Migrated Over'.
- For any overlap between the billing periods on the old and new system, the Treasurer can issue an adjustment credit on the new system. For the next billing cycle, this credit will be used first before your credit card is charged. Just email the Treasurer ( treasurer@i3detroit.org ) for an adjustment credit.
Pausing/Ending/Restarting Membership Plan (New CRM)
- The new CRM (Hello Club) does not currently have a self-serve function to allow an individual to pause, cancel, or reinstate their membership plan.
- To pause or end a membership, an individual must email a request to membership@i3detroit.org, so that Membership can cancel the existing membership.
- To restart a membership plan, an individual must email a request to membership@i3detroit.org, so that Membership to reinstate the membership status.