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Membership

Member Management Solutions with the use of a CRM System

Membership growth, retention, and engagement are critical to the success of your organization. It is important to effectively convey the value of your organization so members renew their membership.

Data Management

• Contact Management (add, update, connect)
• Import and export membership information
• Membership directory
• Search by member types and create dynamic groups and email lists
• Create monthly member reports

Invoice & Renewals

• Renew from email, website, or mail
• One-time and recurring payments
• Automatically generate receipts and track thank-you notes
• Option to donate or upgrade
• Automatic email reminders

Member Hub

• Content displayed by Member Status
• Focused tools and resources by members Type
• Update Linked Contacts (permission controlled)
• Register, purchase, renew, & learning center
• Member specific information and news
• Promote member benefits

Membership Drives

• Personalize emails and text messages with contact specific data
• Lists based on prospects dropped or current members
• Message link that populates contact information
• Create online account credentials campaign
• Contact data review and updated campaign

Online Payments

• Realtime payment gateways
• Pay later option (send a check or pay at door)
• Payments for events, membership, education, or eCommerce store
• Search for contributions by type, amount, date, financial code, etc.
• Add custom fields to track extra information

Online Registrations

• Register for events, classes, and membership
• Automatically send event reminders or event wrap-ups to attendees, sponsors, and more
• Limit the attendee counts
• Discount code or save by membership status
• Offer registration add-ons (food choice, booth, certificate needed, etc.)

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