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data-group="0" data-hidewcol="0" data-hidesub="0" data-label="" aria-level="1" > <a href="/pricing" > Pricing </a> <a class="hidden_link_border_fix" href="#menu" style="display:none;">border-show</a></li><li class="tb-megamenu-item level-1 mega about_top_menu_container s_menu_dd_icon_resp mega-align-justify dropdown" data-id="menu_link_content:0121fd53-50f4-4bc8-856e-4562fdf1a815" data-level="1" data-type="menu_item" data-class="about_top_menu_container s_menu_dd_icon_resp" data-xicon="" data-caption="" data-alignsub="justify" data-group="0" data-hidewcol="0" data-hidesub="0" data-label="" aria-level="1" > <span class="dropdown-toggle tb-megamenu-no-link" aria-expanded="false" tabindex="0"> About </span> <a class="hidden_link_border_fix" href="#menu" style="display:none;">border-show</a><div class="tb-megamenu-submenu dropdown-menu mega-dropdown-menu nav-child" data-class="" data-width="1440" style="width: 1440px;" role="list"><div class="mega-dropdown-inner"><div 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blog_categories_link_style"><a href="/blog-category/product-updates" hreflang="en">Product Updates</a></div><div class="region region-header"><h1 class="page-header"> <span>Advanced CRM (Add-on)</span></h1></div> <footer class="author_info_cont"><div class="blog_author_cont_1"><div class="author_pic"> <img src="/sites/default/files/styles/author_profile_image_38x38/public/pictures/2023-09/luka-dovsak-glue-up-product-manager.jpeg?itok=tB-Tu5ZN" width="38" height="38" alt="" loading="lazy" typeof="Image" class="img-responsive" /></div><div class="author_name_about"><div class="author_name"><a href=" ">Luka Dovšak</a></div><div class="author_about">Sr. Product Manager</div></div></div><div class="blog_author_cont_2"><div class="author_pic"> <img src="/sites/default/files/styles/author_profile_image_38x38/public/pictures/2023-11/andrea.jurincic.jpg?itok=SqmtUep1" width="38" height="38" alt="" loading="lazy" typeof="Image" class="img-responsive" /></div><div class="author_name_about"><div class="author_name "><a href=" ">Andrea Jurincic</a></div><div class="author_about">Product Designer</div></div></div><div class="node_read_mins_date_cont"><div class="node_read_mins_cont"> 2 minutes read</div><div class="node_date_cont">Published: <time datetime="2025-01-24T08:47:01-05:00">January 24, 2025</time></div><div class="node_date_cont">Last updated: January 27, 2025</div></div></footer></span></div></div></div></div></div> </section> <article data-history-node-id="2591" about="/blog/advanced-crm" class="blog full clearfix"><div class="content"><div class="blog_post_full_container"><div class="blog_post_left_container"><div class="blog_featured_img_main field field--name-field-blog-image field--type-image field--label-hidden field--items"><div class="field--item"> <img src="/sites/default/files/2025-01/Outlook_1.png" width="3072" height="1536" alt="Advanced CRM (Add-on)" title="Advanced CRM (Add-on)" loading="lazy" typeof="foaf:Image" class="img-responsive" /></div></div><div class="field field--name-field-blog-description field--type-text-long field--label-hidden field--items"><div class="field--item"><p>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.</p><h2>Overview</h2><p>Here’s a quick look at what comes with Advanced CRM:</p><p>📧️Outlook Integration</p><p>✍🏼Multiple Opportunity Boards</p><p>️⚙️Forecast View</p><p>... more coming over the following months </p><h2>Outlook Integration</h2><div><div class="field field--name-field-media-image field--type-image field--label-visually_hidden"><div class="field--label sr-only">Image</div><div class="field--item"> <img src="/sites/default/files/2025-01/Outlook_3.png" width="792" height="462" alt="Outlook" loading="lazy" typeof="foaf:Image" class="img-responsive"></div></div></div><p> </p><p>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.</p><p>Learn more about <a href="/blog/outlook-integration">setting up and using Outlook Integration.</a></p><h2>Forecast View</h2><div><div class="field field--name-field-media-image field--type-image field--label-visually_hidden"><div class="field--label sr-only">Image</div><div class="field--item"> <img src="/sites/default/files/2025-01/Forecast%20View.png" width="792" height="462" alt="Forecast View" loading="lazy" typeof="foaf:Image" class="img-responsive"></div></div></div><p> </p><p>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.</p><h2>Multiple Opportunity Boards for Different Goals</h2><div><div class="field field--name-field-media-image field--type-image field--label-visually_hidden"><div class="field--label sr-only">Image</div><div class="field--item"> <img src="/sites/default/files/2025-01/Multiple%20Boards.png" width="792" height="462" alt="Multiple Boards" loading="lazy" typeof="foaf:Image" class="img-responsive"></div></div></div><p> </p><p>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.</p><h2>Stay Tuned</h2><p>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 <a href="https://www.glueup.com/demo">book a free Glue Up demo</a> today.</p></div></div><div class="views-element-container form-group"><div class="view view-eva view-eva-the-ultimate-guide-to-membership view-id-eva_the_ultimate_guide_to_membership view-display-id-entity_view_1 js-view-dom-id-4c15aa0926871184a6ab0c92c46ba9f8923762f539dc19be4e43694726a2250b"><div class="views-row"><div id="blk-grp-head-des-links-start-using" class="blk_grp_head_des_links_start_using"><div class="inner_circle_cont"><div class="field field--name-field-description-gl-platform field--type-text-long field--label-hidden field--item"><script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script><script> hbspt.forms.create({ region: "na1", portalId: "4653500", formId: "dbbe0c1b-1707-4118-94ce-9b6344d24167" }); </script></div></div></div></div></div></div></div><div class="blog_post_right_container"><div id="lead-mag-inner-cont"><div class="social_share_icons_cont"> <label>Share this post on</label> <span class="a2a_kit a2a_kit_size_32 addtoany_list" data-a2a-url="https://www.glueup.com/blog/advanced-crm" data-a2a-title="Advanced CRM (Add-on)"><a class="a2a_dd addtoany_share" href="https://www.addtoany.com/share#url=https%3A%2F%2Fwww.glueup.com%2Fblog%2Fadvanced-crm&title=Advanced%20CRM%20%28Add-on%29"><img src="https://www.glueup.com/themes/glueup/images/Share.png" alt="Share"></a><a class="a2a_button_twitter"></a><a class="a2a_button_linkedin"></a><a class="a2a_button_facebook"></a></span></div><div class="lead_mag_cont collapsable_heading_cont table_of_contents_cont"><div class="views-element-container form-group"><div class="view view-eva view-table-of-contents view-id-table_of_contents view-display-id-entity_view_2 js-view-dom-id-2923a144f62ce3397222d34cc5a6642b8393eeb3fbf6602bc4583090944bcf64"><div class="views-row"><div class="views-field views-field-title"><span class="field-content"><div class="collapsable-title">Manage Your Association in Under 25 Minutes a Day</div></span></div></div></div></div><div ><div class="lead_mag_form_cont table-of-contents-cont-data field field--name-field-blog-lead-magnet field--type-text-long field--label-hidden field--items"><div class="field--item"><script> hbspt.forms.create({ region: "na1", portalId: "4653500", formId: "df7ec0cb-563e-4bac-bdf4-df887a173d4a" }); </script></div></div></div></div><div class="lead_mag_cont table_of_contents_cont collapsable_heading_cont blog_toc_hide_on_empty"><div class="views-element-container form-group"><div class="view view-eva view-table-of-contents view-id-table_of_contents view-display-id-entity_view_1 js-view-dom-id-5735dbe1d04d7f30e1d610e50178d7c7c0653a5ba04022d35108f080b04e919c"> <header><div class="collapsable-title">Table of Contents</div> </header><div class="table-of-contents-cont-data views-row"></div></div></div></div></div></div></div><div class="field field--name-field-blog-title-lead-magnet field--type-entity-reference-revisions field--label-hidden field--item"><div class="paragraph paragraph--type--blog-title-lead-magnet paragraph--view-mode--default"></div></div></div></article><section class="views-element-container uniquecl block block-views block-views-blocklatest-blog-block-2 clearfix" id="block-views-block-latest-blog-block-2"><h2 class="block-title">Related Content</h2><div class="form-group"><div class="blog-page-latest-blog-posts view view-latest-blog view-id-latest_blog view-display-id-block_2 js-view-dom-id-d9092fff1d02afd870e672566f7f1e70b64cc384474b18e6db800874f39efaf1"><div class="view-header"><div id="stopper_desktop_lead_magnets"> </div></div><div class="view-content"><div class="views-view-grid horizontal cols-3 clearfix"><div class="views-row clearfix row-1"><div class="views-col col-1" style="width: 33.333333333333%;"><div class="views-field views-field-field-blog-image"><div class="field-content"> <a href="/blog/chapter-insights" hreflang="en"><img src="/sites/default/files/styles/all_blogs_block_img_384x192/public/2025-01/chapter%20insignts.png?itok=xN4P_gr3" width="384" height="192" alt="Introducing Chapter Insights: A Smarter Way to Track Chapter Performance" title="Introducing Chapter Insights: A Smarter Way to Track Chapter Performance" loading="lazy" typeof="Image" class="img-responsive" /></a></div></div><div class="views-field views-field-field-blog-categories"><div class="field-content"></div></div><div class="views-field views-field-title"><span class="field-content"><a href="/blog/chapter-insights" hreflang="en">Introducing Chapter Insights: A Smarter Way to Track Chapter Performance</a></span></div><div class="views-field views-field-field-blog-description"><span class="field-content">One of the biggest challenges for umbrella organizations is understanding how their chapters are performing. Until now, getting a clear picture of chapter activity required gathering data from…</span></div></div><div class="views-col col-2" style="width: 33.333333333333%;"><div class="views-field views-field-field-blog-image"><div class="field-content"> <a href="/blog/outlook-integration" hreflang="en"><img src="/sites/default/files/styles/all_blogs_block_img_384x192/public/2025-01/Outlook.png?itok=vZHOqQ8s" width="384" height="192" alt="Outlook Integration" title="Outlook Integration" loading="lazy" typeof="Image" class="img-responsive" /></a></div></div><div class="views-field views-field-field-blog-categories"><div class="field-content"></div></div><div class="views-field views-field-title"><span class="field-content"><a href="/blog/outlook-integration" hreflang="en">Outlook Integration</a></span></div><div class="views-field views-field-field-blog-description"><span class="field-content">Over the past three months, we have been working hard on an exciting new feature, and it is finally here! We are thrilled to introduce the Outlook integration, part of the CRM Advanced add-on. …</span></div></div><div class="views-col col-3" style="width: 33.333333333333%;"><div class="views-field views-field-field-blog-image"><div class="field-content"> <a href="/blog/december-2024-product-updates" hreflang="en"><img src="/sites/default/files/styles/all_blogs_block_img_384x192/public/2025-01/december%202024.png?itok=is4Pn3wg" width="384" height="192" alt="Glue Up Monthly Updates: December 2024" loading="lazy" typeof="Image" class="img-responsive" /></a></div></div><div class="views-field views-field-field-blog-categories"><div class="field-content"></div></div><div class="views-field views-field-title"><span class="field-content"><a href="/blog/december-2024-product-updates" hreflang="en">Glue Up Monthly Updates: December 2024</a></span></div><div class="views-field views-field-field-blog-description"><span class="field-content">  As we close out 2024, we are excited to share some impactful updates we did on our platform.  Let us take a moment to review the new features we have recently introduced: 🏷️Tagging…</span></div></div></div></div></div></div></div> </section><section class="views-element-container nu-webform-cs lead_mag_form_cont uniquecl block block-views block-views-blockblog-title-lead-magnet-hs-form-code-block-1 clearfix" id="block-views-block-blog-title-lead-magnet-hs-form-code-block-1"><div class="form-group"><div class="view view-blog-title-lead-magnet-hs-form-code view-id-blog_title_lead_magnet_hs_form_code view-display-id-block_1 js-view-dom-id-577d9aae3c93f937e5290ab359e8221285646b9df78e5ef881ff3b55ef95e740"><div class="view-content"><div class="views-row"><div class="views-field views-field-field-lead-magnet-hscode"><div class="field-content"></div></div></div></div></div></div> </section><section id="block-getademopopupform" class="nu-webform-cs lead_mag_form_cont uniquecl block block-block-content 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