A complete view of your community with a smart CRM

ToucanTech's CRM and AMS software provides a comprehensive view of all community engagement. Every action taken on your site, plus email, event, and form actions, are logged and used to automatically update records, so you always have the latest information about your community and its members.

With ToucanTech, you can:

Create and track record activities

Measure community engagement

Sync external emails, calls and mailings to your CRM

Tailor website access based on membership type

Create a fully customizable membership system

Take secure membership payments and send receipts

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Simplified membership management

Easily manage memberships for individuals and organizations with powerful automation and payment tools. Process payments using multiple online providers, import existing subscriptions, and set up auto or user-initiated renewals. Customize membership terms while streamlining operations with automated receipts, payment reconciliation, and a dedicated member portal for account access and subscriptions.

A complete view of everyone in your community

Understanding your members starts with tracking their engagement. With ToucanTech’s activity tracker, you can see exactly how individuals interact with your community — whether through emails, events, or discussions. Beyond tracking engagement with ToucanTech, you can sync external emails, phone calls, and postal mail for a truly comprehensive CRM.


Take control of your member data

Keep records accurate, personalize engagement, and measure impact, all in a single, powerful platform.

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Frequently asked questions

CRM (Customer Relationship Management) software is a platform that manages constituent relationships, tracks interactions, automates workflows, and provides visibility into engagement patterns across your community. ToucanTech's CRM serves over 1,000 organizations including schools, associations, and charities managing relationships with alumni, donors, members, parents, and supporters. For associations, ToucanTech functions as a complete AMS (Association Management System) combining CRM with membership management and renewals. The platform combines contact management, communication history, engagement tracking and relationship mapping in one system. Organizations report 50-70% reduction in time spent on relationship management and 2-3x improvement in constituent engagement.

ToucanTech tracks every donor interaction including emails sent and opened, meetings logged, phone calls recorded, events attended, gifts received, and stewardship touches completed. ToucanTech supports moves management through a 'Donor pipeline' where you define custom stages and move prospects along (drag-and-drop), with notes and estimated amounts. Pipelines can be filtered by fund/stage and exported Log donor preferences and interests, set follow-up reminders, and assign prospects to gift officers.

ToucanTech functions as a complete AMS for membership associations, professional bodies, trade organizations, and alumni groups. The platform combines a CRM database with membership tier management, automated renewals, subscription billing, member portal access, and member engagement analytics. Many associations use ToucanTech as their primary AMS, replacing separate systems for member database, website, communications, and payments. The CRM tracks member status (active, lapsed, pending renewal), processes tiered membership levels, automates renewal reminders (average 20-30% improvement in retention), and manages member benefits like directory access, event discounts, and exclusive content.

ToucanTech automates membership renewal reminders, birthday emails, anniversary acknowledgments, event follow-ups, donation thank-yous, engagement re-activation campaigns, and milestone communications. Organizations report 60-75% of routine relationship touches can be automated while maintaining personalization. Set up triggered workflows based on actions, dates, or engagement levels. For associations using ToucanTech as an AMS, you can also set up automation sequences to handle new member onboarding, renewal processing, and lapsed member recovery. Automation saves time while improving response times from days to minutes.

ToucanTech manages complex relationship structures including relationships sharing one household record, children linked to parent accounts, alumni connected to their employers, board members affiliated with companies, association members linked to corporate accounts, and mentors paired with mentees. The CRM shows relationship networks visually Organizations report 30-40% more accurate giving attribution and 25% improvement in data hygiene when properly managing household relationships. For associations, link business contacts to corporate membership accounts, track organizational hierarchies, and identify networking opportunities through shared connections.

ToucanTech automatically logs all constituent interactions into individual CRM records including emails sent/opened/clicked, event registrations and attendance, donation transactions, membership renewals and payments, form submissions, and portal logins. This eliminates manual data entry between separate systems for email marketing (MailChimp, Constant Contact), event registration (Eventbrite), payment processing (Stripe, GoCardless), and AMS platforms. Organizations report time savings on data reconciliation and improvement in relationship visibility. When a member renews online, the CRM instantly updates their record, triggers automation sequences, adjusts portal access permissions, processes payments - all without staff intervention.