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

O2b technologies has wide range of Products to cater business software need in every sphere of an organizations.

Meet the Expert


Is there any limit to creating memberships in the software?