Critical features every membership management system needs

Jaidev Chatanat
Timeshare-Hospitality
18 June 2020
#membersipmanagement #hospitality #loyaltyprogram #Retail

Membership management system plays an imperative role in every organization including associations, chambers, and other membership-based companies. But it’s an uphill task to find the one which brings correct and essential features to the table. Since new features (integration requests, technical enhancements, etc.) are evolving every day, so, every business needs to find out what the ideal membership management software might have under the hood. Once your organization grows, you need a robust and comprehensive membership management system. So, it’s the time to buckle down and find out what crucial features you should check while purchasing a membership software for your business.


  • Robust member profiles: You don’t need a membership software if you don’t want comprehensive member profiles. Most of the membership software usually embraces the clients with basic information like contact details and many more sensitive solutions that will automatically populate more specific information from other features that you have incorporated into your membership CRM. If your member participated in any event, your membership software should record all the detailed information of that event. Moreover, it should also portray the relationship between each member (whether they are from the same chapter or not). Your membership software system should apply badges, special permissions, or discounts (for online purchasing) to your members. Check out the membership management software of Signon.ai where you can find information about a new member, loyalty program, engagement, and many more. This membership software gives your team the ability to analyze all imperative information about your members.

  • Automatic member renewal: member retention is an important parameter if you want to thrive in this steep competitive era. You should implement that type of membership software that can automate the renewal process. It would be great if your handpicked membership software can identify individuals whose membership is up for renewal. Then it can send automated renewal reminders to members so that you don’t lose any valuable member for your business. A good and potential membership software should also be able to send automatic welcome messages to new members and expiration notices to the members who don’t renew in time. A membership software can send lapsed members an expiration notice or renewal letter will automatically uplift your membership retention rate. Signon.ai ‘s membership software comprises all these features like pre-renewal, reactivation, lost member identification, etc. so that your business will not lose even a single member.

  • Payment processing:You need to spend a hefty time and plenty of researches to find an ideal payment processing solution that works best for your organization. So, when you are in the process of finding the best payment processor for your business, you need to ensure that your membership software can integrate this feature along with tackling and managing (membership purchase, payment dues, refund, registration for an event, cancellation, online purchase) seamlessly with it. Your implemented membership software solution should be able to produce reports based on this data. This gives your admin team with a birds-eye view of your accounting.

  • Analytics and reporting:You can’t move forward confidently if you don’t know what worked well and whatnot in the past. The best membership software can create customized reports for different departments. This report will help your team members to take decision-making strategies for the betterment of the businesses. Based on the report, you can take the right solutions which will help you to reach the zeniEvery organization has a huge database, but you need to use it prudently to get maximum benefits. Here, you need a software solution which will fit the best for your needs. When you are looking for a membership software solution, you should choose the one which allows you to customize your database. There should be a member segregation option so that you can analyze your members and prepare your communications accordingly. Always choose a membership database software that your team can be molded to meet the needs of your association. The best membership management software solutions should be able to scale up as your association does.

  • Database customization: This is another imperative benefit of CRM which you can’t ignore. A CRM helps you to prepare a more and targeted marketing strategy for your business. Now, you have adequate information and idea about your customers, so you can promote your product perfectly in front of them. A CRM will help you segment your customers and gives you a better insight into your customers. Once you have all this information, you can set up relevant promotions for different target groups at the right time.

These are some essential and valuable features on your radar which you can’t ignore while finding the best membership management software for your organization.

Signon.ai is a prodigious software company that welcomes its clients with a robust and effective membership software solution named Signon memberz. This software solution manages your entire membership management and helps your team to manage every aspect of membership including welcome calling, payment, onboarding, contract management, and many more.

About the Author

Jaidev Chatanat is a thought leader in the space of marketing intelligence, customer service and digital transformation. He has been an advocate for applying the right digital transformative strategies and techniques for many decades for fortune 500 companies.

He is reachable for consultation on jaidev.c@signon.ai

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