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

Membership Management Software

Manage Membership More Efficiently

Membership management software streamlines your company's communications with and for its members.You can manage your members’ overall information and their membership with the help of a membership management system.

It is an important software module for membership-based businesses like gyms, colleges, nonprofits, associations and more.

What is Membership Management Software?

The Members module is great for end-users as it has all the functionality needed to manage membership. The program makes it simple and painless to customize the membership. Regardless of the size of the organization, it will assist you in managing membership. Its ability to grant free membership, premium membership and associate membership is a distinctive feature.

It is easily integrated with other business applications like sales and accounting. Integration with these modules facilitates automatic invoice production and membership renewal request submission.

A planned membership model guarantees a consistent flow of income for your company. You can provide memberships for items and services by using the membership management module and specify pages and menus that are particular to members. Customers can easily buy and manage membership plans .When building a membership plan that can be personalized for each client, the module also offers choices for auto-renewal and trial periods.

Additionally, clients have access to their accounts to upgrade or cancel their current membership plans.

Membership Management Software

Top Features

Create members
Create membership categories
Easily manage membership categories
Free membership option availability
Generate invoice for paid membership
Effortlessly include attachments

Detailed Features

1. Setup Membership Model

  • The membership structure is set up to enable the offering of membership plans to members.
  • Products and membership plans are set up on the backend of the solution.
  • On the website, users can choose from various membership plans.
Membership Model
Membership related Products

2. Create Membership Products

  • Users can develop membership goods.
  • Membership products are under the category of "service" products.
  • The membership items can be built in several variations.
  • You must choose membership plans before generating membership items.

3. Orders and Payments

  • From the sales order page, the membership plan can also be added when making the sales order.
  • The membership items can also be added by a user to the order lines of a sales order.
  • Membership immediately transitions to the in-progress state when the sales quotation has been confirmed.
  • The membership plan invoices are created automatically with an "In Progress" status.
  • Customers can pay using multiple payment methods
Orders and Payments
Membership Strategies

4. Create Membership Strategies

  • The term of a membership plan can be created by a user.
  • The price list can be chosen by users when designing membership plans.
  • Users can provide their clients access to membership plans for a trial period.
  • If not, the plan will become active as soon as the order is verified.
  • From the backend, users can manually apply a membership plan to a client.

5. Customers Have Access To Their Membership Accounts

  • From the member’s account, a member can change, renew, and cancel their plans. On a single screen, they can view their membership history as well.
  • When canceling any subscription, customers have the option of specifying the reason.
  • To activate the required membership plans, the member can buy the specific membership.
 Access To Membership Plan Management
Auto-renewal Option

6. Turning on the Auto-renewal Option

  • Users can enable the auto-renewal feature in a plan to have it automatically reactivated for a specific client when it expires.
  • Once the order is verified in the system, the customer's plan is instantly enabled.

Advantages of Membership Management Software

Recurring

Recurring, Accumulating, and Stable Revenue:

Utilize your consumers' combined data to plan your business in accordance with the current market.

Estimating the Revenue

Estimating the Revenue:

You can predict your product or service revenue structure since you have complete access to member’s data.

Marketing Strategy Execution

Improved Marketing Strategy:

Users receive their customers' contact information. As a result, they can follow up with the clients.

Loyal Customer

Loyal Customer:

Loyal clientele enables long-term client connections that grow a base of retained customers.

O2b Technologies for Membership Management Software

O2b Technologies provides business software for all kinds and all sizes of businesses that can be used to match your business requirements, including project management, CRM, eCommerce, accounting, and other functions.

The membership software is completely integrated, automated, and user-friendly. As this software is most suitable for end-users hence, it is highly recommended for managing clubs, gyms, libraries, and many other businesses.

Membership Management Software

FAQ

Is there any limit to creating memberships in the software?

No