Member CRM2025-01-20T15:02:35-05:00

Membership CRM Tailor-Made For Associations And Nonprofits

Streamline member relationship management with Member365’s powerful CRM.

Boost Your Membership Website With An Integrated CRM

A membership management solution made especially for professional associations, nonprofits and other membership organizations.

Record Management

Custom fields allow you to manage and organize all of your member contact information, track communication history and membership dues with member profiles that update in real time.

Member Lifecycle Management

Get the full picture of each member’s interactions and history so you can personalize membership marketing and boost engagement.

Organization Management

Manage member organizations by tracking key details, managing group memberships, and documenting organizational structures and relationships.

Automated Workflows

Schedule routine tasks like automated emails to welcome new members and membership renewals to ensure timely and consistent member communication.

Agile Reporting

Generate detailed custom reports on engagement, retention and other key metrics, helping you to stay informed and make data-driven decisions.

Engagement Analytics

Identify champions and less engaged members, tag and segment members to create personalized messaging and targeted marketing campaigns.

Client Logos
Capterra

‘I am in M365 daily and absolutely love how user-friendly it is. I can pull reports quickly, walk a member through their account easily, and navigate through the platform with ease. If I can’t figure out how to do something, the Knowledge Base and customer support are top-notch.’

Faye S.

Membership Director

Why Your Organization Needs an Integrated Membership CRM

Managing an association or membership organization is complex, with many contacts, interactions and activities.

A member CRM works with your membership website allowing you to efficiently collect and update information across your member-base, ensuring accuracy and informing data-driven decision-making.

  • Custom Fields

    Track anything from basic demographics to detailed preferences. Member365’s CRM allows you to customize profiles for what matters most, like volunteer activities, sponsorship history, continuing education and more.

  • Actionable Insights

    Find out which members are at risk of leaving and which are highly engaged champions. Use this data to tailor membership marketing and email outreach efforts, promote volunteers, boost engagement and maximize retention.

  • Workflow automation tools

    Automate everyday tasks, like assigning member numbers, updating email consent and adding members to groups to save staff time on manual data entry.

Member CRM actionable insights

Membership Management System

Membership CRM centralizes data

Custom Fields

Member CRM automates your tasks

All-In-One Solution

Enhance member engagement with member crm

Association Management System

A User-Friendly Membership Program
Your Members Will Love

Members don’t want to email admins for every routine update. When you choose Member365, they won’t have to. Through the user-friendly member portal, members can easily:

Profile Management

Update their member profiles in real-time, with changes automatically updated in the CRM.

Payment Processing

Use their credit card to pay membership fees and other online payments

Purchase History

View their purchase history, transaction fees, invoices and membership status

Member Engagement

Access the member directory, job boards, discussion forums and online community

Professional Development

Check their continuing education and professional development credits, download certificates and more

Ready To Level Up Your Membership Program?

Contact us today for a free demo to see how Member365 can transform your organization.

Frequently Asked Questions

How can a membership management system improve member engagement?2025-01-20T15:08:10-05:00

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:

  1. Personalized Communication: Tailor emails and messages based on member preferences and behaviours, ensuring relevant and engaging interactions.
  2. Automated Follow-ups: Schedule and automate follow-up emails and reminders for events, renewals, and important updates.
  3. Member Segmentation: Segment members into different groups based on interests, demographics, and engagement levels, allowing for targeted communication and programs.
  4. Event Management: Easily organize and promote events, track attendance, and gather feedback to improve future events.
  5. 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.

Will My Existing Membership Website Integrate with the CRM?2025-01-20T14:54:13-05:00

Yes! Our Membership CRM is designed to seamlessly integrate with your existing membership website. We provide all the support and guidance you need to make the integration process smooth and hassle-free. Whether you’re managing member directories, event registrations, or payment processing on your website, our CRM will work effortlessly with your current setup.

What is a Contact Record Management (CRM) system?2024-11-22T13:36:04-05:00

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.

What are the advantages of implementing a Member CRM?2024-11-22T13:19:16-05:00

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
What can I track with Member365’s CRM?2024-11-22T10:23:19-05:00

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.

How do I get started with the CRM?2024-11-22T10:22:49-05:00

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.

Join The Organizations That Have Already Simplified Their Member Management Software

BMW Clubs uses membership management
JUNOS uses member management
NCHL loves member management
Canadian Association of General Surgeons
IFBTA and membership management
Centro is down with member management
CSRT and member management
WFIM members management
ACMO membership management software
CAPAPGPC and membership management
Go to Top