CRM Working Group
Working to improve the CRM so it bills people correctly and tracks information.
Contents
[hide]Meetings
Meets on wednesday, sometimes.
Talk in #crm_development on slack.
Current Work
- evaluate using makepi as payment module for seltzer
- Conainerize things
Requirements for an i3 CRM
Required:
- handle membership dues processing and reminders and unpaid emails etc
- $x per month, $y per year, scholarships (maybe we can drop yearly payments, I don't think that really matters)
- list active members, their contact info, and their emergency contact info
Like to have in no real order:
- Automate google group membership (member list, announce list, public list)
- manage storage plots
- Allow other payments (zone fees? regular donations? restricted donations?) through the CRM
- manage keys
- expose api giving something like id, name, pin, and key
- Allow people to invite themselves to slack.
- waivers for members and guests
- guest sign in
- really cool if this was keyfob based
- Allow granular permissions
- so someone can manage storage but not billing for example
Stuff from other people that I don't understand or don't think is important:
- Allow members to use the CRM to vote (board elections, polls, etc.)
- we have solutions that work, I don't really see a benefit to putting this in a crm
- Automate other communications (automatically email a tax receipt for cash donations?)
- what does this mean
