At Glue Up, we’re always looking for new ways to help you manage your day-to-day tasks and serve your communities more effectively. Our Advanced CRM package is our first major release of 2025 and we have worked tirelessly to get it to you as soon as possible to make you even more organized and help you grow revenue for your organization. It comes equipped with Outlook Integration, Forecast View, and Multiple Opportunity Boards. Advanced CRM package is a paid add-on, reach out to your Account Manager for details on pricing. Now let’s explore what these features can do for you and your community.
Overview
Here’s a quick look at what comes with Advanced CRM:
📧️Outlook Integration
✍🏼Multiple Opportunity Boards
️⚙️Forecast View
... more coming over the following months
Outlook Integration
Stay in control of your member communications without juggling multiple platforms. With Outlook Integration, you can send, receive, and organize all your emails right inside Glue Up. Even better, you can link these emails to specific CRM profiles, creating a centralized record of interactions. You decide who can access them, so your team stays informed without compromising privacy.
Learn more about setting up and using Outlook Integration.
Forecast View
It’s always good to know how much revenue you’ve brought in, but sometimes you need a clearer view of what’s on the way. With the Forecast View, you can predict your organization’s future income based on each deal’s expected close date and it's stage. If you anticipate a deal will finalize—won or lost—on a certain day, the Forecast View factors that into your revenue projection. This helps you plan budgets, allocate resources, and make more informed decisions about where your organization is headed.
Multiple Opportunity Boards for Different Goals
Many member-based organizations have to balance trying to hit various goals, such as growing memberships, running events, or launching fundraisers. Multiple Opportunity Boards help you keep these objectives separate yet well-coordinated. You can set up a different board for each goal, categorize your deals accordingly, and track how each initiative and revenue stream is shaping up. This approach also makes it easier to plan budgets and see which areas need more focus or resources.
Stay Tuned
We’re always working on the next big thing to improve the Glue Up experience for you and your community, so watch for more updates in our next Product Monthly Updates post. In the meantime, if you have questions or need assistance, our Customer Support team is ready to help. If you are new to Glue Up, you can book a free Glue Up demo today.
