Membership Management Software
Membership Management Software Designed to Bring Everything Together
Manage member records, renewals, payments, events, communications, engagement, and professional development in one connected system.
Member365 is made for associations and member-based nonprofits that want a clearer view of their members, less manual work, and more confidence across the membership lifecycle.
One Connected System
What Would Membership Management Look Like If Everything Worked Together?
Member365 connects the work around each member, from joining and renewing to events, payments, communications, engagement, and professional development, so your team spends less time piecing together the full member picture.
Want to see what better membership management could look like for your association?
Bring us the membership workflows that create the most manual work today. We’ll focus the conversation there.
Fit Matters
Is Member365 the Right Fit for Your Organization?
Member365 is built for associations and member-based nonprofits where membership is a core operational function.
It may be worth evaluating Member365 if:
- Membership is a core part of your organization
- Your team relies on multiple systems, spreadsheets, or manual processes
- Reporting requires exports, reconciliation, or cleanup
- Renewals, events, payments, or member data are becoming difficult to manage confidently
- You want to replace disconnected tools rather than add another one
- Your organization is prepared to participate in onboarding and make decisions about how the system should work
Member365 might not be the best choice if:
- You only need a standalone event registration or email tool
- You primarily need a public website builder
- Your organization is fully volunteer-run without a dedicated administrative owner
- Membership is secondary to fundraising or donor management
- You want another tool layered onto your existing systems rather than consolidating them
Operational Value
Make Membership Management Easier to Run Day to Day
Membership management software should do more than store member records. It should help your team manage the full membership lifecycle with less reconciliation, fewer workarounds, and clearer information.
Less Manual Reconciliation
Cut down on moving data between spreadsheets and separate systems just to see what’s going on.
Greater Reporting Confidence
Keep membership, payment, event, and engagement data connected so your team and leaders have a clear, consistent view of your organization.
Better Member Self-Service
Let members manage their info, renew, sign up for events, make payments, and access resources all in one place.
A Guided Transition
Switching systems takes planning, but you won’t have to do it alone.
Changing your membership management system impacts your member data, renewal processes, payments, staff workflows, and member experience.
Member365 guides you through onboarding to help your team set up a strong foundation before exploring everything the platform offers.
Establish the Foundation
Work through membership structure, renewal rules, payments, data priorities, and the workflows that matter most at launch.
Prepare and Migrate Your Data
Your team gets data ready using easy-to-follow templates. Member365 checks the information with you and helps with importing.
Prepare for Launch
Make sure your key workflows are set up and your team is ready to use the system.
Expand Over Time
You don’t have to do everything at once. Many organizations start with the core functions they need first and expand over time.
Customer Story
See How Associations Are Improving Membership Management
The Ontario Municipal Human Resources Association wanted to manage membership, events, communications, and engagement without using separate systems or lots of manual work.
With Member365, they brought those activities onto one connected platform, giving the organization better insight into member engagement, less administrative work, and more confidence in their data.
Read the OMHRA Case Study
Not Ready to Talk With Us Yet?
Start Your Evaluation
You can start evaluating Member365 as your membership management platform without booking a meeting.
Share a little about your organization and what you want to improve. We’ll use that information to help you take the next step in your evaluation.
Frequently Asked Questions
Yes! Member365 offers a free trial so you can explore the platform firsthand & in real-time. You’ll get access to key features like email marketing tools, membership CRM, online store, and event management–giving you a great opportunity and a clear picture of how it can support your organization before you commit. Get in touch with us to discuss your specific needs.
Yes. Member365 is platform-agnostic and easy to integrate with your external website–whether you use WordPress, Wix, Squarespace, or any other website builder. You can embed forms, portals, and payment links directly into your site to create a seamless experience for your website visitors without needing custom software development.
A membership CRM can significantly enhance member engagement–an increasingly important trend for associations and organizations, as highlighted by Membership Bespoke. This powerful tool achieves this through several key features:
- Personalized Communication: Tailor emails and messages based on member preferences and behaviours, ensuring relevant and engaging interactions.
- Automated Follow-ups: Schedule and automate follow-up emails and reminders for events, renewals, and important updates.
- Member Segmentation: Segment members into different groups based on interests, demographics, and engagement levels, allowing for targeted communication and programs.
- Event Management: Easily organize and promote events, track attendance, and gather feedback to improve future events.
- Member Portals: Provide a self-service portal where members can update their information, register for events, and access exclusive content.
By leveraging these features, a membership management system helps create more meaningful and timely interactions, fostering stronger relationships and higher member satisfaction.
At its core, a Contact Record Management (CRM) is a membership database that stores important information about your members. When someone makes a change to a profile—say a member updates their job title or you add a new address–it’s automatically updated so anyone with access to the process has the same information.
Your CRM is more than a database–it’s the backbone of your organization.
Member365’s record management software allows you to develop and nurture meaningful member relationships. It tracks activities across the member lifecycle–including membership status, renewals, event participation, email engagement, continuing education, membership community engagement and more. With one glance, you’ll be able to identify your most active members–and those who aren’t engaged–and create custom outreach campaigns to boost satisfaction and retention.
With this powerful tool at your fingertips, you’ll be able to make data-driven decisions that benefit your organization and enhance your members’ experience.
Stop hunting for data and use your time for other tasks:
| Manual CRM | Member365’s CRM |
|---|---|
| Data spread across apps, tools and platforms | Centralized membership database that’s easy to access |
| One-size-fits-all communications and marketing strategy | Tag and segment members for personalized messaging to boost engagement |
| Needing 10 tools to accomplish 10 tasks | Integration across Member365 features from events to membership status–and more–ensures seamless data flow |
| Losing access to information when an employee leaves | Data is stored in centralized database that updates automatically after any change |
The CRM is a key part of Member365’s membership management tool, enabling you to customize member profiles to meet your organization’s specific needs. Your team will be able to track everything from engagement scores, membership status and membership payments to committee memberships.
CRM integration can be complex but Member365’s dedicated onboarding experts will help you every step of the way. If you run into any difficulties importing contact records and setting up workflows, the customer support team is standing by to give you a hand. You can also consult our knowledge base for instructional videos and blogs with helpful use cases and best practices.
