CRM
The whole community in one place, not just the membership list
Older club software tracks its members and forgets everyone else. Sail keeps the lot: the members you hold as one accurate record each, and the contacts, the non-members who book, hire, enter or visit, captured automatically from what they do. Because both live in the same system, a contact who decides to join becomes a member without anyone rekeying a thing.
Every member, held as one accurate record.
Contact details, category, status, renewal dates and an emergency contact, each member a single clean record under a membership number, with role-based access so each officer sees only what their job needs. The club's most important asset stops living on one volunteer's laptop, and stays put when the membership secretary steps down.
Open a record and the whole history is there.
For a member, that is their payments, bookings, courses and duties in one place; for a visitor, everything they have ever done with the club. People are matched by email, so the person who hired a kayak in June and raced in August is one record, not three.
Your next members are already in the system.
Everyone who books, hires or enters without joining is captured automatically as a contact, so the people a club should be turning into members are not lost the moment they leave. When one is ready they can join from their own account or a link you send, arriving already tied to the right record.
Included on every plan
Your members moved across in an afternoon, not a fortnight
Switching usually means retyping a spreadsheet by hand. SailAI's migration agent reads the export from your current system, works out which column is which, and proposes the whole import for you to approve. It is on every plan, so getting your data in is never the thing that holds a club back.
How switching works →- Full NameName
- e-mail addressEmail
- Mobile No.Phone
- MembershipCategory
- Date JoinedJoin date
One record for everyone, kept up to date
- Your own membership categories: define the types your club offers, each with age limits, whether a proposer is required, and a group size for family or household memberships
- Contacts captured automatically: anyone who books, hires, enters or visits without being a member becomes a contact, created from the transaction itself, so nobody has to type them in
- A source and a consent on every contact: the club can see how newcomers arrived, email only the ones who opted in, and see who has already gone on to join
- Self-service for everyone: members log in to keep their details and privacy current, and even a guest gets a passwordless link to their own account, where they can see their history, update their details and join the club, so the office rekeys nothing
- Sensitive details stay need-to-know: emergency contacts and medical information are held on the member's record, kept encrypted and visible only to the roles each member chooses, such as a first-aider or an instructor, so they are on hand in an emergency and private the rest of the time
- Data handled properly: members can export their data and erase their account once their membership has ended, and contacts can delete theirs at any time, with the figures the club must keep for HMRC retained in anonymised form
Who the CRM helps the most
Membership Secretary
No more keeping the member list in a spreadsheet, with the regulars who haven't joined tracked nowhere at all.
Commodore or Chair
No more guessing how many members the club has, let alone who else is in its orbit.
Events or training organiser
No more losing last year's bookers, so every season starts from a cold list.
Every member or visitor
No more being asked to fill in the same form twice.
The CRM is included in
- Essentialsincluded
- Clubincluded
- Club Proincluded
- Member records are in every plan, at every price.
- Contacts are captured from non-member bookings, courses, events, day tickets and guest visits, which are part of Club.
- On Club Pro, the Member Assistant answers members' own questions.
The SailAI difference
On Club Pro, the Member Assistant answers members' own questions about their membership, bookings and payments in plain words, which takes the routine enquiries off the secretary. And the contacts side of the CRM needs no AI at all: it builds itself from what the club actually does.
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