MemberzPlus Features
FEATURES
MemberzPlus Software Features
Our platform provides tools & features to support productivity across multiple channels. We tailor our existing features to support your specific business requirements and continually add new features to support your future success.
Drive Growth • Enhance Member Experience • Customize Features • Increase Efficiency • Increase Revenue
Membership Management
- Manage individual, corporate, group, and gift memberships
- Multi-tiered and multi-year memberships with entity relationships between members/subscribers (i.e. family, group, affiliate, etc.)
- Online new member or renewal
- Automated membership communications and services
- Many more features…
Subscription Management
- Manage multiple subscriptions per member/subscriber with different terms, Quantities, and price points
- Combine digital and print subscriptions
- Stack subscriptions to ensure subscriber maintains service without interruption
- Manage issues and label pulls
- Many more features…
Contact Management
- Manage all information for member, subscriber, sponsor, supporter, lead, prospect, or non-member customer at the point of entry.
- Manage, verify, and update all relevant contact information.
- Manage membership and demographic information.
- Multi-level security and permission settings ensure users have access to only relevant data levels.
- Many more features…
Process Automation
- Improve staff efficiency and productivity by automating manual tasks.
- Automated scrip engine with workflow management to improve communication.
- Create custom batch processes with dependencies to ensure processes are completed within scheduled timelines.
- Improve back office efficiencies by scheduling systems to run in off-peak hours and schedule recurring report generation, delivery via email or a report repository.
- Automated email notifications and automatic encryption and delivery of 3rd party files.
- Many more features…
Contribution Management
- Fundraising Management
- Contribution Processing: gifts & donations of all types, including one time, annual, or scheduled recurring contributions via billing or autopay.
- Conversation scripting displays to assist frontline staff with up/sale, cross/sale, and donation opportunities.
- Donor contribution history displayed on a 360 view so frontline staff can immediately identify previous dotation levels and V.I.P. level donors.
- Many more features…
Campaign Management
- Ability to create campaigns with multiple offers and premium combinations and combine various multi-year offers and reward premiums to drive engagement.
- Flexible pricing features with discount management, date sensitive pricing, payment/installment plans, and prorations.
- Pull and manage qualified member or lead lists in order to target promotions.
- Scripting engine with workflow management to drive member communication via all channels: phone, web, email, mail, etc.
- Many more features…
Financials & Accounting
- Secure payment processing across multiple payment types
- Real-time management of all financial transactions
- Integration with existing accounting systems to easily manage daily financial batches, invoices, payments, and accounting adjustments
- Multiple canned accounting and financial reports and the ability to create customized accounting and financial reports.
- Many more features…
Reports and Dashboards
- Real-time reporting displayed on dashboards for easy viewing.
- Hundreds of canned reports that are available to be viewed via online dashboards or downloaded as Excel spreadsheets.
- Ability to create your own custom reports and custom dashboards with controlled access by designated user or groups.
- Report repository for categorizing standard reports with controlled user/group access.
- Many more features…
Payment Processing
- Real-time payment processing across all channels including support for multiple forms of payment per transaction to include: credit cards, e-check, cash, check, and/or organization defined payment types such as club issued vouchers, gift cards and vouchers.
- Management of payment cancellations with immediate chargeback to credit cards and/or refund management for debit cards and checks.
- Auto-Renewal and Auto-Pay for dues, subscriptions, and contributions.
- PCI compliant with built-in field level data encryption and 3rd party tokenization support. IVR integration for processing call centers.
- Many more features…
360* View Dashboard
- The 360 Degree View dashboard gives you the ability to view the life span history of your members and subscribers in a single one-page easy to use interface.
- Interactive 360 Degree View of the member includes:
- Current and past member/subscriber contact information
- Current and past membership/subscription status
- All relevant membership and subscription data and information
- Complete communication and transaction history
- 360 Degree View dashboard can be customized
- Many more features…
3rd Party Integration
- Seamless integration with existing operational systems including: CRM, POS, and many existing industry specific systems, etc.
- Ability to integrate data from multiple sources into the 360 Degree View for use in member services and campaign drives.
- List generation to drive e-mail, postal, and/or call center interactions.
- Integration with 3rd party billing and print vendors.
- Many more features…
Web Integration
- Web service API layer (SOAP or RESTful) to support all back-office functions, including: join, renew, upgrade, status changes, manage demographics, manage subscriptions, donations, gifting, publication requests, etc.
- Define or change campaigns and deliver them to the web real-time.
- Members have the ability use my account page to self-manage their membership to include: join, renew, upgrade, gift, donation, opt into auto-renewal and/or autopay, and view billing/payment history, etc.
- Integration with existing CRM for real-time fulfillment.
- Many more features…
