Good relationships deserve good follow-up.
Keep track of members, guests and the next step. Samli CRM brings your knowledge and follow-up together with the meetings and activities already happening in your network.
The video and product examples are shown in Danish.
Let follow-up begin where the meeting ends.
Guests from your meetings and events come together in CRM. Record what you discussed and assign the next action, so the relationship has a next chapter.
Be prepared when membership comes up for renewal.
See a member’s meeting history, invitations and response status. Keep notes and tasks together and assign responsibility for the relationship. Start the next conversation with a shared view.
A CRM that fits your community
Relationships extend beyond your member list. Include the people around your community and choose which information matters to you.
Room for everyone around your community
Add speakers, partners and other contacts. Keep contact details, notes and meeting history with each person, even when they do not have access to the community.
Your network. Your fields.
Add custom fields for topics, partnership types or the next contact date. Choose text, dates or selection options, and use the information to filter your contacts.
ONE SHARED VIEW
Less to remember. More in one place.
When knowledge and tasks stay with the contact, more people can help keep the relationship moving.
Make the next step clear
Assign tasks with an owner, deadline and status. Use a list or board to see follow-up across your contacts.
Keep what matters
Interests, agreements and notes stay on the contact, so the next conversation can build on the last.
See what has been sent
Find sent emails, sending times and message contents in a member’s message log.
CRM built around your community.
Members meet, guests visit and relationships develop. Samli brings community, meetings and CRM together, so follow-up can build on what happens in your network.
Meetings and events
Meeting history and follow-up in one place.
Members and guests
Keep knowledge and agreements on each contact.
Knowledge and follow-up
An owner and a deadline for the next step.
GET STARTED
From spreadsheets to a shared view.
Already keeping contacts in Excel or another CRM? We can look together at moving your data to Samli and getting your team started.
CRM in your Samli plan
Add to Samling: +€20 / month
Included in Fællesskab. Monthly billing, excluding VAT.
See pricing and all featuresSee how it works
The guide walks you through contacts, member history, notes, tasks and custom fields.
Open the CRM guideQuestions about Samli CRM
Samli CRM is for administrators and facilitators running business networks and professional communities. It brings knowledge and follow-up together for members, guests, speakers and partners.
Guests from meetings and events are added to CRM. The contact card shows meetings, dates and response status, which you can use alongside notes and tasks to follow up.
Yes. You can assign an owner to a contact and give tasks to organisation administrators with a deadline and time. Tasks can be viewed together in a list or board.
Yes. Book a conversation with Tom to review your current data and agree how to move it to Samli.
Let’s look at your follow-up.
Show us how you manage members and guests today. We’ll show you how Samli CRM can fit into your day-to-day work.