Membership Management Software

Create and Manage Members

  • check ImageAdd and manage members
  • check ImageAdd Individual or Company details like contact address, identification number, phone number, job position, email address, website, title and more.
  • check ImageAdd tags to the information
  • check ImageAdd additional information like internal notes, log notes, and schedule activities like making a call or sending an email.

Setup Membership Model

  • check ImageThe membership structure is set up to enable the offering of membership plans to members.
  • check ImageProducts and membership plans are set up on the backend of the solution.
  • check ImageOn the website, users can choose from various membership plans.
Membership Management Software
Membership Management Software

Create Membership Products

  • check ImageUsers can develop membership goods.
  • check ImageMembership products are under the category of "service" products.
  • check ImageThe membership items can be built in several variations.
  • check ImageYou must choose membership plans before generating membership items.

Members Analysis

  • check ImageDo member analysis based on the revenue done etc.
  • check ImageCustomize analysis with filters like Salesperson, Month, Associated Partner, Membership Product, Current Membership State and more.
Membership Management Software
Membership Management Software

Orders and Payments

  • check ImageFrom the sales order page, the membership plan can also be added when making the sales order.
  • check ImageThe membership items can also be added by a user to the order lines of a sales order.
  • check ImageMembership immediately transitions to the in-progress state when the sales quotation has been confirmed.
  • check ImageThe membership plan invoices are created automatically with an "In Progress" status.
  • check ImageCustomers can pay using multiple payment methods
Meet the Expert


Is there any limit to creating memberships in the software?