Our membership management software comparison plus reviews and how to choose!

Membership Software Comparison: 5 Picks (Plus How to Choose)

Membership Software Comparison: 5 Picks (Plus How to Choose!)

Choosing new association management software? Check out these top Personify competitors!

Top Personify Software Competitors for Associations

Learn about the future of association software in this whitepaper!

In the search for your next association management software, you will likely encounter Personify AMS as a popular choice. The Personify360 platform helps associations, organizations, and businesses handle complex operations — including constituent management and eCommerce — with pre-built modules, third-party integrations, and custom coding.

It might seem at first glance that Personify can provide the functionality your association needs. But before you make a purchasing decision, remember that while the Personify360 platform’s flexibility offers the opportunity for your association to customize the solution to your exact needs, users have found the platform overwhelming.

If you don’t have a dedicated IT staff whose job it will be to customize your AMS with custom coding and third-party software extensions, you might want to consider some of the top Personify software competitors:

  1. Fonteva for Associations
  2. Doubleknot
  3. Salsa
  4. MemberPlanet
  5. 123Signup
  6. Sumac
  7. Novi AMS

We’re confident you can find exactly what your association needs within this list of top association management solutions! Let’s jump into the list.

Fonteva is the top Personify AMS competitor.

1. Top Personify Software Competitor: Fonteva for Associations

If you’re looking for association management software that’s easy for administrators and users, Fonteva for Associations could be the perfect Personify software competitor for you.

When you use Fonteva software, you don’t need to know how to code just to customize the platform to your association’s unique needs. The administrative interface is easy to use, letting your staff build drag-and-drop reports within the platform itself instead of exporting sizable .csv files to a third-party reporting solution. Configure events, member communities, revenue accounting, and any other popular Fonteva modules without extensive technical knowledge.

Plus, since Fonteva is built entirely native in Salesforce, you have access to the Salesforce AppExchange. If you discover a specific need Fonteva’s extensive capabilities can’t meet, you can easily install apps that are guaranteed to be compatible with the Salesforce platform.

It’s not just your administrative team that will benefit from Fonteva’s ease of use. The member interface is reminiscent of consumer apps they’re used to using to browse social media and shop online.

And if you or your users ever run into a problem you can’t solve, you have Fonteva’s full customer success team to help you out, as well as Salesforce’s community of user forums and technical support.

Fonteva is the top Personify AMS competitor for its ease of use.

What Sets This Personify Software Competitor Apart

Fonteva for Associations is powered by Salesforce, which means the solution is:

  • Available: Choosing a true-cloud solution means you can access your member database anywhere from any device.
  • Flexible: With access to the AppExchange, you can meet any business needs that Fonteva doesn’t address out of the box.
  • Secure: Salesforce boasts more than 3 million certified developers, working every day to make the platform more secure.
  • Scalable: A true-cloud solution built in the word’s largest CRM means you have all the space you need for members and admins.

Hosting your association management system in the world’s largest cloud-based CRM brings with it all these advantages and more, so you never have to be slowed down by legacy AMS solutions!

Doubleknot is a top Personify AMS competitor.

2. Personify Software Competitor: Doubleknot

Some membership programs, like those of visitor-serving institutions such as museums and science centers, are not structured in a way that a general association management software solution can support.

If your membership program has specific needs, why not choose a more specific solution? Otherwise, you’re left purchasing a highly customizable solution and spending money on features you don’t need or choosing a basic solution and integrating third-party software, paying for the software itself and the integration.

Museums and science centers need a solution such as Doubleknot that can provide:

  • Automatic discounts and promotions to members shopping or registering online.
  • Print-at-home or mobile membership cards, including family membership cards.
  • Gift memberships, including personalized messages to the recipient.
  • Automated membership renewal notifications sent when deadlines are approaching.

Provide a seamless member experience with the right software solution!

Doubleknot is a top Personify software competitor for museums.

What Sets This Personify Software Competitor Apart

Unlike many other types of membership programs, museum and science center membership programs often attract members with benefits on admission or special program registration.

If your members join your program because they want to take advantage of a member benefit, shouldn’t you make it easy for them to do so?

Doubleknot allows members to add a membership to their online cart and then apply their member benefit to the same purchase. And your staff can use mobile POS systems for linebusting, signing up visitors who want to move to the shorter members-only admission line.

Salsa is a top Personify AMS competitor.

3. Personify Software Competitor: Salsa

For associations whose members are primarily donors, association management software that stresses fundraising is essential. That includes arts and cultural organizations, advocacy organizations, and some higher education institutions.

Salsa is a top Personify software competitor for these situations because in addition to a robust donor CRM, you get features like:

  • Mobile-friendly online donation forms
  • Automatic gift acknowledgments
  • Event registration forms
  • Peer-to-peer fundraising
  • Online marketing

All of these features of Salsa Engage integrate with Salsa CRM, automatically updating comprehensive donor profiles with donations, pledges, fundraising event attendance, and participation in peer-to-peer campaigns.

Salsa is a top Personify software competitor for arts and culture nonprofits.

What Sets This Personify Software Competitor Apart

Not all association management solutions are perfect for fundraising-focused associations. These associations have unique needs that they can’t afford to give up.

Instead of purchasing expensive fundraising-specific add-ons, Salsa provides these features as a core element of Salsa Engage, which integrates seamlessly with Salsa CRM. Don’t sacrifice the features you need to sustain your fundraising in the interest of a more robust CRM — get both!

MemberPlanet is a top Personify AMS competitor.

4. Personify Software Competitor: MemberPlanet

If your focus as an association is communication, MemberPlanet might be the solution for you. The association management software provider helps your administrative team stay on top of member communications over email campaigns and group text messaging features.

Whether you’re inviting members to an event or soliciting donations, you might need to address your messages to a specific segment of your membership base. MemberPlanet allows your association to create distribution lists to help you target messages to the members who need to see them.

As all good marketers know, targeted messages are more likely to be opened, read, and acted upon. To encourage members to engage with your association, you need to be approachable and give them any opportunities you can!

MemberPlanet is a top Personify software competitor for associations that value communication.

What Sets This Personify Software Competitor Apart

MemberPlanet truly places emphasis on communication and building a strong member community within associations. This emphasis is perfect for the missions of:

  • Nonprofits
  • Schools
  • Religious organizations
  • PTAs
  • Alumni associations
  • Greek associations

123Signup is a top Personify AMS competitor.

5. Personify Software Competitor: 123Signup

Professional associations and trade associations need association management systems that can accommodate the operations of member communities spread out across a vast geographic region. For these associations, 123Signup is a top Personify software competitor.

123Signup offers:

  • Membership management, including membership levels
  • Event registration for industry and networking events
  • Certificates for reaching professional development objectives

Your professional or trade association can rely on 123Signup to keep your members engaged in the professional community.

123Signup is a top Personify competitor for trade associations.

What Sets This Personify Software Competitor Apart

123Signup’s system is built to facilitate professional networking. You can organize members-only events, allow members to modify their profiles, and open up a member directory for users to browse.

Even better, your members only have to be signed in to take advantage of their networking benefits. Their membership status is automatically validated when they register for events or redeem certificates.

Sumac is a top Personify AMS competitor.

6. Personify Software Competitor: Sumac

Nonprofits looking for a basic solution to address several operational needs would do well to consider Sumac.

At its core, Sumac is a nonprofit CRM. But nonprofits that need more than constituent management have the option to purchase add-ons to address specific needs. The membership add-on provides:

  • Membership applications
  • Automatic renewal and dues payments
  • Membership cards
  • Trend reports

Because add-ons are included in pricing levels, nonprofits with membership programs considering Sumac should take a look through the pricing options to ensure they can get what they need in their budget.

Sumac is a top Personify software competitor and a no-nonsense nonprofit CRM.

What Sets This Personify Software Competitor Apart

Sumac is a no-nonsense software solution.

Your administrative team will not have trouble configuring the basic CRM and any add-ons, and users will appreciate the simplicity of membership functions embedded directly into your website through website integration.

Novi AMS is a top Personify competitor designed by and for trade association professionals.

7. Personify Software Competitor: Novi AMS

Trade associations looking for a comprehensive AMS that also facilitates website creation should consider Novi AMS. As the only association management software approved by Intuit for sale in the QuickBooks App Store, Novi AMS is particularly strong when it comes to accounting and financial management.

Novi AMS was created by and for trade association professionals who understand that these organizations have unique priorities and structures. Designed to make association management and web design easy, some of the most important features of Novi AMS include:

  • A 2-way, 24/7 sync with QuickBooks that eliminates the need for manual re-entry of financial information from one system into the other.
  • A membership database organized according to the parent/child (employing company/employee) structure that many trade associations use.
  • An easy-to-use CMS that doesn’t require coding experience and can be updated from your mobile devices.

Novi AMS features a robust member database and integrations with some of the most popular email automation platforms, making it easy for your association to stay in touch with members.

Novi AMS is a Personify competitor that makes it easy for trade associations to create and update great websites.

What Sets This Personify Software Competitor Apart

Novi AMS facilitates all aspects of managing your association and providing for your members, from keeping them updated via your website to processing their payments using top-of-the-line accounting features.

With a strong understanding of trade association professionals’ goals and priorities, Novi AMS allows you to focus on creating the best possible experience for your members.

Now that you know a little about the top Personify software competitors, you’re ready to learn more about your top choices! If you focus on your association’s specific needs, you can’t go wrong.

Want more information about other association management software? Check out these resources:

  • iMIS Software: An Overview and Alternative. iMIS is one of the most popular association management solutions. But what do you know about it? Read our review and our suggestion for a top alternative.
  • Top Abila Alternatives. Thinking about Abila for your association management needs? MAke sure you consider these top Abila alternatives before making a purchasing decision.
  • Aptify Review | Our Assessment and Comparison. Double the Donation has put together a review of Aptify, another legacy AMS you might be considering. Read up on the pros and cons, plus their suggestion for an alternative!

Ready to learn how Fonteva can help you? Check out our virtual tour

Check out these powerful Abila alternatives to help you choose your next association management software solution!

Powerful Abila Alternatives for Association Management

Your association is looking for its next association management software solution. You know that you need a capable solution that can grow with your association, one implemented successfully by associations like yours across the country and the world.

With just those specifications in mind, you might be tempted to go with Abila, the first solution you find that fits those requirements.

But don’t stop your search there! There are powerful, trusted Abila alternatives on the market that offer similar features, including modules and flexibility your association can’t get anywhere else. Why base your long-term association management software purchasing decision on generic requirements when you could find software that addresses your association’s unique needs?

There are Abila alternatives out there that are a perfect fit for your association — and we’re willing to bet you can find them in this list:

  1. Fonteva for Associations
  2. Salsa
  3. Doubleknot
  4. Wild Apricot
  5. Realm
  6. SilkStart
  7. Tendenci
  8. Novi AMS

Ready to find the Abila alternative that’s perfect for your association? Read on!

The top Abila alternative is Fonteva.

1. Top Abila Alternative: Fonteva for Associations

Fonteva for Associations is true-cloud association management software built for enterprise-level associations ready to shed the restrictions of legacy AMS.

With Fonteva for Associations, you get all the benefits of a Salesforce-native solution, including:

  • True-cloud hosting, with all the space you need to grow your association.
  • Non-disruptive updates, with three free updates each year included in your license.
  • Flexibility, connecting you to the Salesforce AppExchange to meet any unique business needs.

You’ll realize the benefits of a true-cloud, Salesforce-based solution when you can host an event, segment your members into communities and committees, sell merchandise online, and keep track of your revenue accounting all within the Fonteva solution!

When you house your member data, events, and dues payments in one central, true-cloud solution, you’ll never lose data during transfer or updates. Plus, your members can take advantage of their benefits automatically at checkout on your online store, when registering for an event, or when accessing online communities based on their permissions.

What to Love about This Abila Alternative

Fonteva for Associations is one of the most user-friendly solutions in the space, with drag-and-drop reporting making administrative tasks easier for you and a consumer app-inspired user interface making engagement with your association easier for your members.

But if you ever encounter a situation you can’t solve on your own, Fonteva’s world-class customer support portal and phone support team are there for you. You also have all the resources for Salesforce support at your disposal, including user forums relied upon by more than 23,000 nonprofits and higher education institutions.

Pricing of This Abila Alternative

You don’t have to worry about any hardware or software installation or upgrade costs with Fonteva for Associations. Instead, you’ll be responsible for a license and a one-time implementation cost, which covers non-disruptive updates that we automatically schedule outside of office hours.

Even better, if your association is a 501(c)(3) organization, you can take advantage of a discount on the price of a license!

To request a quote, visit our pricing page.

Salsa is a top Abila alternative.

2. Abila Alternative: Salsa

If your association is a 501(c)(3) organization or relies on donations in some way, Salsa could be the perfect solution for you! Salsa CRM, a world-class donor management system, and Salsa Engage, a marketing, advocacy, and online fundraising platform, work together to help your association build a complete picture of your fundraising and donor engagement efforts.

Choosing Salsa means you’ll get:

  • Comprehensive donor profiles
  • Donation tracking
  • Direct mail fundraising
  • Donor management dashboards

For donation-focused associations, Salsa is the top choice for membership (and donor) management.

What to Love about This Abila Alternative

Salsa’s products will allow your team to focus on directing and advancing your membership program without worrying that smaller administrative tasks are falling through the cracks.

When your association implements Salsa CRM and Salsa Engage, data is automatically shared between each program, module, and department. That means that your donor profiles are always up to date with the online petitions your members sign, the donations they make, the events they attend, and the marketing campaigns they’ve received, opened, and clicked on.

You can always manually add notes and modify these profiles when the need arises. But you don’t have to keep track of all the routine details by hand!

Pricing of This Abila Alternative

Visit Salsa’s website to submit a request for a quote.

A top Abila alternative is Doubleknot.

3. Abila Alternative: Doubleknot

Arts and cultural organizations with membership programs have specific needs that not all association management software can meet. So why choose a generic association management system like Abila and pay for features you’ll never use, plus add-ons or third-party integrations to fill in the gaps in your operations?

Doubleknot is the membership management solution for museums, science centers, zoos, and aquariums. Their specialized solution allows for the operations these organizations need to rely on:

  • Automatic member benefits
  • Gift memberships
  • Automatic renewal alerts
  • Member directory
  • Event participation history

These features ensure that consumer-facing, revenue-generating museum membership programs are sustainable and profitable.

What to Love about This Abila Alternative

The lifeblood of visitor-facing membership programs is new member enrollment. Members might join for any reason, but most often they join to take advantage of a discount or special members-only promotion on admission, program registration, or special event.

Doubleknot boosts enrollment on two levels: first, through enabling your staff to enroll members from anywhere, and second, by making it easy and profitable to offer the most popular member benefits. 

With mobile POS systems, museum staff can take membership registration through long admissions lines. And when non-members make an online purchase, if they add a membership to their cart, their member benefits apply to the same purchase!

Pricing of This Abila Alternative

Contact sales@doubleknot.com for a quote for your museum or science center.

A top Abila alternative is Wild Apricot.

4. Abila Alternative: Wild Apricot

Large associations might want to check out Wild Apricot, an all-inclusive membership management solution with a focus on bringing your association to members wherever they are.

Top features include:

  • Cloud-based membership database
  • Online payment gateway
  • Website builder
  • Event registration

As with all cloud-based membership database systems, Wild Apricot is always up to date. As soon as a new member fills out an application or a current member registers for an event, that information is accessible to any user with internet access.

What to Love about This Abila Alternative

As important as automatic membership profile updates are, sometimes, you need to give your members the autonomy to update their own profiles. With Wild Apricot, your members can modify information on their profile, including their payment information and contact details.

Wild Apricot member profiles can be updated from any desktop or mobile device, so your members are never without connection to your association. That connection is what all your essential membership management system features are for!

Pricing of This Abila Alternative

Wild Apricot customers can choose monthly billing or annual prepaid scheduled for different plans, based on the number of members your association needs to house. Prices start at $25 per month for 100 members and run to $350 per month for 15,000.

A top Abila alternative is Realm.

5. Abila Alternative: Realm

Church communities extend past the pews, so why not implement a specialized membership software solution that can address the unique ways you engage with your congregants?

Realm is that solution, providing the following features to church communities:

  • Custom member profiles
  • Online giving and pledges
  • Groups and committees
  • Event planning and attendance tracking

Whether you’re organizing a fundraising potluck to raise money for a mission trip or just reaching out to check in on a specific member, Realm gives you easy access through the free mobile app.

What to Love about This Abila Alternative

Connection and communication are essential for church communities, and Realm’s highlighted features demonstrate just how much emphasis they place on getting those aspects right.

But that’s not all you can do with Realm! Keep administrative duties organized, stay on top of your finances, and produce reports about the data that matters to your ministry.

Pricing of This Abila Alternative

With different features for a specific number of users available at different price points, Realm can cost as little as $30 per month or as much as $209 per month, plus startup costs. For congregations of more than 150 members, contact Realm for a pricing discussion.

A top Abila alternative is SilkStart.

6. Abila Alternative: SilkStart

For associations with members across the country (or the world!), it often makes sense to create local chapters that can take some of the administrative burden off your executive team’s shoulders. If you’re a multi-chapter association, your association management software should reflect the reality of how your association operates.

SilkStart is a top choice for associations with multiple chapters because it offers:

  • One central database with custom fields
  • Company plans, affording benefits to employees
  • Automatic renewal reminders on a flexible schedule
  • Custom membership levels

These features make running a large organization with local chapters possible to manage in one solution without having to purchase an individual solution for each.

What to Love about This Abila Alternative

Hefty software like SilkStart is always in danger of becoming impossible for the average user to operate without extensive training and support from technical professionals.

SilkStart places special emphasis on ease of use. Administrators can create events and reports with drag-and-drop features, and users will find mobile-optimized forms easy to fill out on the go.

Pricing of This Abila Alternative

Annually, the premium plan comes in at $180 per month, while the multi-chapter plan starts at $475 for 10 chapters.

A top Abila alternative is Tendenci.

7. Abila Alternative: Tendenci

If you’re willing to put in a little extra work to craft the perfect solution that fits your association’s membership program to a tee, then Tendenci could be the platform for you!

The open-source association management software provides associations with a website that they can then customize with features like:

  • Membership management
  • Events management
  • Job postings
  • Community forums

Not all association management systems will be perfect out of the box. Tendenci takes that reality and builds an entire platform on it!

What to Love about This Abila Alternative

It might seem intimidating to build your own website and membership management tool from the ground up.

But you don’t have to be highly technical to make the most of Tendenci. With templates and access to a code snippet library on GitHub, your association has all the tools it needs. Just add a little determination and creativity!

Pricing of This Abila Alternative

Price ranges from $169 per month to $399 per month, or a custom price for large international organizations.

Novi AMS is an excellent Abila alternative for trade associations looking for an association management software solution.

8. Abila Alternative: Novi AMS

Trade association professionals are looking for an association management system that makes it easy to foster connections among members and facilitate their professional development.

Novi AMS was designed by and for trade association professionals and keeps their needs and interests in mind with features such as:

  • 2-way, 24/7 sync with QuickBooks accounting software
  • An easy-to-use CMS
  • A membership database designed for trade associations
  • Targeted communication tools

Novi AMS offers an association management system that is easy for both your association’s leaders and your members to use. The platform covers a variety of trade association needs, from accounting to eCommerce to event management.

What to Love about This Abila Alternative

Novi AMS is an all-in-one association management platform that can help your trade association not only collect and organize member information but also create an engaging website with its easy-to-use CMS.

The platform is also the only AMS approved by Intuit for the QuickBooks App Store. The 2-way, 24/7 sync with QuickBooks ensures that any financial information input into one system appears in the other automatically. This integration saves you time and facilitates highly accurate accounting.

Novi AMS was created to address the specific needs of trade organizations. The parent/child structure of its member database reflects the fact that trade association members tend to join as employees of a company rather than as individuals. Other affiliations between members and institutions such as parent companies also show up in the database.

Pricing of This Abila Alternative

The Novi AMS pricing scale is based on your association’s annual revenue. You can visit their pricing page to learn more about pricing options for your association.

Now that you’re prepared with a list of the top Abila alternatives, it’s time to venture into your purchasing process! Make sure you’re always looking for the solution that’s a perfect fit for your association, not just the largest or most popular option.

Need more resources before you make a decision? Try these:

  • iMIS Software: An Overview and Alternatives. iMIS is one of the most popular association management systems on the market. But is it the best choice for your association? See if our top alternative would be a better fit for your association.
  • Top 6 Personify Software Competitors. Have you considered Personify for your association management software needs? Don’t make a decision before you check out our list of the top Personify software competitors!
  • 5 Essentials for Your Membership Management System. Not quite ready to dive into the association management software market? Get our checklist of essentials for your membership management system before you set off on your purchasing journey.
Learn more about member and association management software.

Strengthen your member community with your association management system!

Association Management Systems: 7 Tips for Strong Community

A strong member community is more than a point of pride for your association’s executive team — it’s also your best retention and recruitment tool rolled into one!

Think about it from your members’ point of view. Members who feel like they truly belong in your association will want to stick around, and potential members will want to join because they see personal, social, and professional value in the network.

To encourage a healthy, engaged member community, you don’t need much besides your passion and a capable association management system.

In this post, we’ll explore these top strategies for engaging your member community, all made possible by a great association management system:

  1. True-cloud solutions keep software up to date
  2. Association membership directories inspire connection
  3. Communities and committees empower members
  4. Association software events management diversifies engagement
  5. Mobile functionality encourages participation
  6. eStores help members show off their membership
  7. Association membership system tracking flags at-risk members

Ready to foster a strong member community within your association? Make sure you have the right system in place with our ultimate buyer’s guide to association management software, then get ready to put your system to use!

Implement a true-cloud association management solution.

1. True-cloud solutions keep software up to date

For you to put these tried-and-true member engagement strategies into practice, you need your members to first be engaged with your association management system. After all, you can’t foster a sense of community through your software if your members won’t log on to their profiles.

Nothing dissuades participation quite like out-of-date software. Your members don’t want to use software that’s so outdated that it gets in their way, and they can’t use software when it needs to be taken offline to be manually updated. Don’t miss out on member engagement for easily avoidable software reasons!

To ensure that your members actually use your software, choose a solution that’s based in the cloud, like Fonteva. Since Fonteva is based in Salesforce, the most popular cloud-based CRM, updates are automatic, fast, and included in your license:

Invest in a true-cloud solution to ensure your association management system is always up to date.

Plus, up-to-date software is one of the best defenses against a costly password breach. When you use Fonteva, you can assure your members that you’re taking steps to protect their confidential private information, and you don’t even have to push the updates live — the system updates itself automatically, applying the latest patches from the most secure cloud CRM in the world, Salesforce.

There are plenty of other benefits that come from choosing a true-cloud association management system, including:

  • Storage space for as many member profiles and events you need
  • Access to the database from anywhere, not just in your office
  • Smooth and quick implementation, so you can hit the ground running

These factors let you bring as many members into your system as you want as quickly as you want, so you can get started with your membership engagement strategy right away.

The Takeaway: A true-cloud association management system like Fonteva stays up-to-date automatically, encouraging your members to use it and thereby opening up opportunities for your team to foster a stronger community.

Choose association membership software with public member directories.

2. Association membership directories inspire connection

A strong member community isn’t made up of members who only interact with your association’s administrative team.

The communities that members want to join and stay in are those in which members regularly and meaningfully engage with each other, not just the association’s leaders.

That doesn’t mean there’s nothing your team can do to foster a strong community! To the contrary, the structure you set can either encourage or discourage members from connecting with one another.

One simple way to set your community up for success is to allow members to find each other through a membership directory. Think about it like social media — your member profiles might even be modeled after highly intuitive consumer-facing social networking apps, like Fonteva:

Your association management system's member profiles should be easy to find through a member directory.

It might seem too simple to be true, but a membership directory does more than you think:

  • Connections: What if you discovered that someone you knew through an association attended the same university as you? When members can see each other’s profiles, they will discover unexpected, happy connections that encourage them to reach out and start conversations.
  • Groups: Ensure that your members can see what groups, committees, and chapters other members are in and can request membership in those groups. Members might not know what networking opportunities are out there until they see them listed on other members’ profiles.
  • Badges and awards: The competitive spirit is alive within most member communities! Display badges and awards publicly on your members’ profiles for other members to see and aspire to.
  • Profile updates: Because members know others will be searching for them through their profiles, they are more likely to keep the information in those profiles updated. This information helps your association later on with marketing and analytics.

When your members establish real connections with other members and engage more meaningfully within your association management system in these ways, they will feel more invested in your association. The more time and attention they devote, the closer they feel to the community!

The Takeaway: Encourage your members to find meaningful connections to other members — and to update their own profiles regularly — by setting up a public member directory.

Empower your members with communities and chapters within your association software.

3. Communities and committees empower members

Centralizing a lot of your association’s planning is important. But it’s not practical, especially for enterprise-level associations, to manage each aspect of your operations from such a high vantage point.

Why not pass off some of that administrative weight onto your members? The privilege to manage some of their own operations is actually empowering for your members.

Look for an association management database that incorporates member-driven communities and committees that allow your members to:

  • Create new member groups and microsites
  • Personalize the appearance of group pages
  • Grant access to members who request it
  • Communicate online or through email
  • Display committee membership on public profiles
  • Integrate with payment gateways
  • Organize special projects and events

With these key features, your members will feel a sense of responsibility and authority, not just belonging. They can organize events, sell merchandise, and facilitate relevant conversations.

Even better, ensure that your members can accomplish all these tasks on the go! With Fonteva, communities and committees operate like consumer-facing social networking apps. Here’s what your member sees when they view a committee from a mobile device:

Empower your members to engage with your association and other members on their own terms within the structure of your association management system.

The Takeaway: With a degree of administrative access, your members will become more invested in your association and its mission.

Manage events in your association management system.

4. Association software events management diversifies engagement

If your goal is so inspire a sense of belonging, there’s nothing better than an in-person event. Some things just can’t come across in online communication.

Whether it’s a networking lunch, a conference, or a cocktail party that you want to organize, the key to an engaging membership event is integration with your association management system. If your event management solution and association management database are integrated, you’ll be able to:

  • Save time and administrative stress: All the information from your event registration forms goes straight into your membership database without you having to manually transfer it after your event.
  • Offer automatic member benefits: If certain higher-level members get a special registration slot, for instance, you need an association management system that can automatically apply that benefit instead of the member calling your office to override the system.
  • Sell memberships and event tickets together: Some people will want to purchase or upgrade their membership to redeem those special permissions. Invest in a system that can streamline membership purchase and event ticket purchase into one checkout.
  • Allow local chapters to host events: You’re already empowering your members to find community online, so why not give them the agency to bring that local community together in the real world?

With Fonteva, event management is already included! You get all the features that come along with Salesforce event planning:

With Fonteva's association management system, you get comprehensive event planning features on top of the Salesforce CRM platform.

On top of these event personalization features, you keep your data centralized in one place when you organize events in your association management database.

The Takeaway: Organizing events with your association management system doesn’t just ease your administrative burden. With an integrated event management system, you deliver a smoother experience for your members.

Ensure your association membership software is mobile-friendly.

5. Mobile functionality encourages participation

More and more often, your members are accessing the most important elements of their social and professional lives through their mobile devices. By implementing mobile functionality, you encourage your members to take your organization with them on the go into multiple arenas of their lives.

The easier it is to access your member community, the more your members will do just that.

When looking for membership and association management software with the right mobile features, keep in mind that you want to encourage users to use your app, not discourage them. A mobile app is not useful if it’s so difficult to use that none of your members want to log on.

You should search for an intuitive app that doesn’t require you to train your members on how to use, like Fonteva:
Make sure your association membership management solution can connect your members with their community even when they're on the go.

The Takeaway: When members log on to Fonteva on their mobile phones, they see familiar menus and feeds that they might see on a social networking app. This familiarity encourages them to use the app wherever they are!

Encourage members to show off their membership with your association software's eStores.

6. eStores help members show off their membership

Selling branded merchandise online is a great way to make additional revenue for your association. Plus, every time your members wear branded merchandise from your online store, they walk around as free advertising for your association!

Beyond the free advertising, branded shirts, water bottles, and stickers are ways for your members to identify themselves outside their member profiles in the real world. The more tangible their membership is, the more connected they feel to it, and the better chances they have of renewing their membership.

With Fonteva, you can sell all of those items and more:

Offer members automatic discounts at your eStore with your association software.

Instead of signing up for a third-party site to sell your items, integrate your eStore with your association management system. You’d be surprised by the benefits:

  • Enforce a variety of custom pricing levels based on membership level
  • Track purchases by custom membership profile fields
  • Take advantage of the same payment gateways you use for dues and donations
  • Sell memberships, tickets, and even sponsorships using the same checkout system
  • Allow members to store their payment information in a secure online wallet connected to their profile

The Takeaway: Go beyond bringing in additional revenue and use your association management system’s eStore as an opportunity to engage your members.

Track at-risk members within your association management system.

7. Association membership system tracking flags at-risk members

Even engaged members can decline to renew, for a number of potential reasons. They might not be able to cover their membership dues, they might have moved to a different city, or they might not be getting out of your association what they wanted.

Those reasons are important for your association to know because they can help guide your operations in the future. But before you can discover them, you need to identify those members before they lapse out of your association.

For that, you need a robust reporting option that’s:

  • Accessible, so each of your association’s departments can build reports about information that’s relevant to them
  • Intuitive, so anyone can produce useful reports regardless of coding experience and without help from IT
  • Customizable, so any staff member can monitor any custom fields that are helpful for their segment of your association

When you integrate these reporting features with your association membership database, you can build reports that pull from membership information without having to import it. The association management system does the work!

Take a look at the kind of data you have quick and easy access to with Fonteva’s reporting dashboards:

Monitor your membership base for at-rick members within your association management system.

Associations need to monitor their membership renewals for approaching deadlines. Automated membership renewal letters are great early defense against missed renewal deadlines, but you might consider a more personal approach when the deadline is right around the corner.

There are other factors that can indicate an at-risk member, which depend on the association. If your association plans many events, for example, members who haven’t attended in a few months might merit a call or email to ask them why they haven’t shown up.

With Fonteva dashboards, you can view common membership statistics while personalizing your view for your particular organization.

The Takeaway: Decreasing attrition becomes a more streamlined project when your association takes advantage of a sophisticated association management system’s custom reporting.

From recruitment to retention, your association management system is the most efficient tool in your association’s toolbox. Engaging your members in a strong member community starts with forethought and the best software available! When it comes time to start comparing various association management software solutions, prioritize all the different features discussed above.

For more about association software, check out these additional resources:

Download our guide to association management software!

Don't miss out on these features when purchasing an association management database!

5 Association Management Database Features to Know

When it comes time to upgrade your association management software, you shouldn’t go into the marketplace blind. Making a smart purchasing decision can set your association up for success for the future — the right association software will address your current needs and expand with your association as it grows.To ensure your enterprise-level association gets the necessary flexibility, scalability, and support from your new solution, go with a true cloud solution. Without the restrictions of a locally hosted solution, true-cloud solutions can provide all of the above and more.

Once you’ve narrowed your options down to cloud solutions, what else should you look for?

Here are the top five features to keep in mind as you embark on your association management software purchasing mission:

  1. Drag-and-drop dashboards
  2. Event management
  3. Member-driven committees
  4. Revenue accounting
  5. Advanced personalization

Integrating these features with your association management database allows your association’s administrative team to stay on track to meet your ambitious goals, all while encouraging your members to engage with the member community. The right association management database will do both: keep you organized and empower your members!

Get ready to take notes as we dive into it!


Stay on top of your operations with your association management database's dashboards.

1. Custom Dashboards

As your membership base expands over time, your operations and offerings should expand, too! More members means more revenue to fund new programs and initiatives, but it also means more responsibility to deliver what members are looking for.

To ensure you can identify those areas in which your association can improve, choose an association management database with robust reporting features.

When your association management database can produce reports, you can pull membership data without having to export to an expensive third-party reporting solution. You might be looking for:

  • Membership sign-ups
  • Renewal rates
  • Event attendance
  • Overdue invoices

With true-cloud association software like Fonteva for Associations, every member of your team can craft custom reports by pulling any of this data and more from any corner of your operations. And, through Fonteva’s drag-and-drop interface, you can do it without any help from IT.

Maintain a birds-eye view of your operations with your association management database's dashboards.

The ability to create custom reports without any coding is key for large associations with multiple departments taking on a variety of initiatives.

During your search for an association management database, be sure to ask about customization and configuration. If you will need to coordinate with the vendor or in-house IT every time you need a new reporting view, you’ll waste precious time jumping through those administrative hoops.


Plan events within your association membership software.

2. Event Management

Most associations, especially professional ones, plan events of some kind for their members. Whether those events take the form of networking cocktail hours or weekend-long conferences, they’re easier and more efficient to run within your association management database.

Not only will an integrated system save you money by eliminating the cost of third-party event management software, but you’ll also make the event registration and management processes quicker and more reliable. Your association management database can populate registration forms with your members’ data saved within it and record event attendance data and badges directly into your member profiles.

Besides the benefit of eliminating timely and costly data transfer, with events integrated into your association database, you can take advantage of:

  • Membership benefits — Encourage member attendance through special discounts, priority registration, or free add-ons automatically added to their ticket purchase.
  • Branded event sites — Consolidate registration, event details, updates, and photos on one branded website to get attendees excited about the event.
  • Member leadership — Allow local chapters or other member groups to plan their own events, saving your team time and encouraging member engagement.

Especially if your association hosts many events, consider looking for an association management solution based in Salesforce, like Fonteva:

Manage events from ticketing to sponsorship with Fonteva's association management software.

Salesforce event planning apps automatically integrate with your association’s member database because they’re hosted within the same platform!


 Empower your members with committees within your association management database.

3. Member-Driven Committees

Empowering your members to take the lead on some of your projects is beneficial for both you and your members:

  • For your association, member initiative results in less work for your team.
  • For your members, taking the lead brings them even closer to the member community.

To bring your member community closer together by encouraging your members’ initiative, you need software that can support member-driven projects. In your software search, look for solutions with built-in group features, like Fonteva for Associations:

Empower your members through your association management database with committees.

With committees in Fonteva for associations, your members can:

  • Request to join and manage those requests.
  • Communicate with other committee members.
  • Share documents, including meeting minutes.
  • Plan events for committee members or all members.
  • View the directory of committees.
  • Manage the committee’s calendar.

These features allow members to tackle special projects with minimal oversight from your administrative team. Just set the infrastructure in place and encourage them to use it!


Keep a sub-ledger of your finances within your association software.

4. Revenue Accounting

As your association grows, its revenue will grow alongside it! But as you start new programs or expand popular ones, your expenses will grow, too.

You already have an accounting solution that works for you. To support your association’s expansion, you need a more streamlined bridge between your association’s ledger and your books.

When purchasing your association management database, look for solutions that can centralize your financial data, not just your member’s contact data. We’re talking about:

  • Member dues
  • Product sales
  • Registration costs
  • Debits, credits, and refunds

Then, you need this sub-ledger to integrate with or export to your accounting solution. Try a solution like Fonteva, which can accommodate multiple currencies and export journal entries in common file types for easy integration with your existing accounting system:

Export your sub-ledger from your association membership software to your accounting solution.

The more streamlined your accounting can be, the more confident you can be as you plan your budget to grow your association.


Use your association management database to offer flexible pricing to members.

5. Advanced Personalization

No other association operates exactly the same way as  yours, which means your association management solution needs to be flexible enough to address your unique needs.

Take pricing rules, for example. Your members love to receive benefits associated with their membership. Depending on your association, those benefits might include:

  • Early access to event registration
  • Exclusive invitations to events
  • Coupons for your online store
  • Discounted membership renewal

A great association membership database can apply these benefits automatically to purchases your members make when logged in with their credentials. But the best software can also apply variable pricing rules based on the details in your members profiles, which greatly improves the member experience:

Apply variable product pricing within your association management database.

For example, you could offer a higher discount for gold members (20%) than you offer to silver member (10%). You could also offer an earlier registration slot for an upcoming conference to members who register more than a month before the event, or those who attended a certain training class, or those who made a donation of a certain amount in the past year.

Some members might purchase a membership just to take advantage of these benefits. To ensure that your office isn’t flooded with calls from new members wishing to take advantage of their new membership benefits, make sure that the association management database solution you choose is able to apply benefits to the same purchase when a membership is added to the cart.

Your next association management database is an investment! Let these tips guide you to a solution that will grow along with your association in the long term.

In the meantime, check out these association software resources:

Download the guide to association management databases!

Learn how to engage your members with your membership CRM!

Membership CRM | 6 Exceptional Tips to Engage Members

Associations like yours can’t just rely on outdated association management software for membership management anymore. Your needs are far too complex — you have events to plan, renewal letters to automate, and membership fees to collect, not to mention a vibrant member community to maintain.

What if you could do it all within one solution?

The right membership CRM will provide your association with myriad opportunities to engage your members — improving the member experience and increasing recruitment and retention — without leaving the platform.

To get you started, we’ve put together a list of seven strategies to engage your members through your membership software solution:

  1. Invest in a true-cloud membership CRM.
  2. Segment members into communities and chapters.
  3. Automate membership renewal and fee processing.
  4. Set up membership levels.
  5. Host members-only events.
  6. Send feedback surveys to members.

With these techniques on your side, you’re sure to bring your members closer together than ever. Let’s jump into them!

Choose a true-cloud solution to ensure your membership CRM is always up-to-date.

1. Invest in a true-cloud membership CRM.

When choosing membership software, you have two main options for hosting.

As we cover in our essential guide to membership software, those two options are local servers and cloud servers. Your choice will depend largely on your need for a scalable solution:

  • Locally hosted solutions rely on your own servers, whether they are in your office or at a hosting center. Going with legacy AMS limits the amount of data you can store because you can only use the space you have on your own servers, unless you add more hardware.
  • True-cloud solutions store membership data in the cloud. Because cloud servers are decentralized, there’s no practical limit to the amount of storage cloud-based databases offer.

Though your administrative staff will definitely consider the storage space issue when selecting a membership management database, your members might not have that issue in the front of their minds. Instead, they’re much more likely to notice when problems don’t get fixed right away.

If you invest in a cloud-based membership management system, updates are resolved as soon as they’re pushed out. You don’t have to buy any new hardware or manage your own software installation process. The system takes care of itself and presents you with the most accurate, up-to-date information whenever you need it, allowing you to improve the member experience. Updates in Fonteva, a true-cloud solution, are easy to view and install:

Invest in a true-cloud solution for your membership CRM.

Choosing a membership CRM that like Fonteva is based in the world’s largest cloud-based CRM platform, Salesforce, offers another benefit to enterprise-level associations: flexibility.

Salesforce services more than 23,000 companies, organizations, and associations, all of whom have access to AppExchange. When you invest in a Salesforce-native membership database software solution, you can find solutions to any specialized needs not covered by the program’s own features in point solutions on AppExchange. Your members will appreciate staying on the same platform they’re familiar with even as you add new modules to accommodate your association’s growth.

Use your membership software to segment your members into communities and chapters.

2. Segment members into communities and chapters.

One of the most efficient ways to get your members invested in your association is to foster a strong member community that sustains itself independently of your staff’s efforts. Give your members the agency to make their experience their own, and they will invest in the areas and projects that they love the most.

A great membership CRM will afford your members the capability to manage their own experience through features such as communities and chapters. These online communities foster camaraderie among members through features like:

  • Intuitive, easy-to-use interfaces that encourage social interaction
  • Custom permissions based on member profile
  • Communication features between members and administrators
  • Options to update membership profiles, renew membership, and pay fees
  • Member-created subgroups and subcommittees

Even if your members are spread out across the country or the world, you can encourage them to see themselves as active participants in your association via the virtual social spaces of communities and chapters. These types of online communities are especially useful for associations whose members need to coordinate plans with one another, such as volunteer-based associations, Greek alumni, or student organizations — just check out this alumni chapter in Fonteva:

Empower your members to interact with the communities and chapters in your membership CRM.

By incorporating these intuitive virtual chapters and communities, your association can encourage its members to interact with the membership CRM, each other, and your association.

Look for a software solution that is already geared towards your particular type of association or membership group. This way, the segmentation process can be that much more specific. For example, a Greek organization choosing a database software solution targeted specifically for Greek organizations will find it easier to segment their communications by categories such as members who are active, associate, inactive, or alumni.

Increase retention with automatic membership renewal notifications.

3. Automate membership renewal and fee processing.

It’s impossible to engage members who forget to pay their membership fees and fall off the map. Everyone forgets a deadline now and again, even invested members who want to stay in the program. Make sure you invest in a membership CRM that can keep you updated on your membership renewals, like Fonteva:

Stay up-to-date with your membership renewals within your membership CRM.

To ensure that the members that want to stick around have every chance to do so, you should automate your renewal process as much as possible. You should also take the opportunity of automatic renewal reminders to ask your members to upgrade their membership!

Program your membership software to send automatic messages to your members when:

  • Their membership is coming up for renewal, giving them plenty of time for them to submit their member dues.
  • Their membership has been renewed, thanking them for renewing or upgrading their membership.
  • Their membership has expired, letting them know you would love to have them back someday.

The top membership and association management software solutions will offer renewal automation as part of the package. Some will offer more customized solutions than others, so to ensure you’re implementing the right solution for your association, check out Double the Donation’s ranking of the top membership software.

Use your membership CRM to automatically apply membership benefits.

4. Set up membership levels.

Enterprise-level associations offer multiple membership levels to accommodate as many members as possible. Higher membership fees earn your higher-level members more benefits, special access, and a greater stake in your mission.

Why shouldn’t your membership CRM reflect those membership levels? A membership management system that can automatically recognize membership level will actually increase member engagement through:

  • Badges and certificates on member profiles.
  • Priority registration for events.
  • Authorization to join communities and committees.
  • Automatic benefits applied to online purchases.

Software that automatically recognizes and applies the benefits associated with higher membership levels makes upgrading to those levels more appealing to your members. Plus, with Fonteva, their membership profile will display their membership level to anyone who sees it:

Engage your members with badges on their membership profiles.

Think about it from your members’ point of view: if they can automatically register a day earlier, earn a special badge, or get a higher percentage off their online purchases just by upgrading their membership, without any other hassle, why wouldn’t they? These kinds of customizable features should definitely be taken into consideration when you start comparing different membership software solutions.

Use your membership management software to host events for members.

5. Host members-only events.

Nothing makes your members feel special quite like an exclusive invitation to a members-only event. The more spectacular the event, the more your members will want to participate.

Of course, more intricate events are harder to plan. As much as you want to host amazing events to strengthen your member community, is it worth the effort?

With the right membership CRM, the answer is yes, absolutely! Just look at how much control you have over your events when you use Fonteva’s membership CRM event planning features:

Plan members-only events right in your membership CRM.

Just think about the benefits of managing events within the same platform as your membership CRM:

  • Data: Eliminate the need to manually transfer data between systems by centralizing event participation data in the same place you house your member profiles.
  • Local events: You’ve already organized local committees and chapters, so why not invest in software that empowers them to organize their own events?
  • Registration: Automatically apply member permissions to the registration process, including member discounts and early registration.
  • Upsell: Do nonmembers want to attend your event? Upsell memberships at registration and automatically apply any member benefits to the same purchase.
  • Payment: Save time and startup fees by using the payment gateways you’ve already set up for membership fees for event ticket purchase.

Membership management software built in a flexible platform such as Salesforce can integrate seamlessly with the top event management features offered by the platform. That integration will save you and your members time and energy in planning a spectacular event.

Engage your members with feedback surveys sent through your membership software.

6. Send feedback surveys to members.

Membership engagement is a two-way street. Your association could spend hours planning blowout fundraising events and organizing online communities, but that would be time wasted if you’re not giving your members what they want.

To ensure that your members are getting what they need and want from your association, incorporate feedback surveys and polls into your operations. Use your membership CRM’s communications features, like Fonteva’s Chatter, to establish a direct line between you and your members that you can use to ask for feedback when needed:

Use your membership CRM to communicate with your members and ask for feedback.

Consider soliciting feedback:

  • Immediately after events.
  • Surrounding a membership drive.
  • Along with membership renewal notifications.
  • At the end of the calendar year.
  • During a fundraising campaign.

In your feedback surveys and polls, be sure to ask what your members enjoy about your membership program as well as what they would like to see change in the future. You can use their positive feedback in future marketing materials — just be sure to ask their permission to publish their comments!

Constructive feedback benefits your association on several levels. On one hand, your membership program gets better every time you incorporate feedback from members who care about its future. On the other, your members feel validated when they see that their feedback has been taken into account.

Now that you’ve got your members engaged through your membership CRM, learn more about what your membership software can do for your association by clicking on the links below:

Learn more about choosing membership software.

Make sure you choose a membership management system with all the features you absolutely need!

7 Essentials for Your Membership Management System

Learn the top challenges and opportunities for membership organizations. and As your association grows, your requirements for your membership software grow, too — so much so that you’ve outgrown your current membership management solution!

So after congratulating yourselves on another successful year, it’s time to buckle down and find your next membership management system.

In this post, we’ll walk through the top seven essential features you should look for when purchasing membership software:

  1. Robust member profiles
  2. Automatic member renewals
  3. Events management
  4. Payment processing
  5. Analytics and reporting
  6. Online self-service member portals.
  7. Full database customization.

Before we get started: it’s important to remember that the perfect membership management system looks different for every association out there. Features your association couldn’t do without wouldn’t even cross the minds of another association’s executive team.

More important than any of these features alone is the flexibility of your membership management system platform. If you choose a membership software solution that affords your team access to excellent support and training, a marketplace of supplementary apps and plugins, and drag-and-drop, coding-free customization, then you’ll be able to take advantage of the features your association needs without overspending on a completely custom-built platform.

Once you’re familiar with the kinds of features to look for, make sure to conduct a comprehensive membership software comparison to start narrowing down your choice. Let’s jump in:

Comprehensive member profiles are essential to any membership management service.

#1 Essential for Your Membership Management System: Robust Member Profiles

No matter what kind of membership program you operate, you wouldn’t be looking for a membership management system if you didn’t need comprehensive member profiles.

While all membership software should store basic information such as contact details, more sophisticated solutions will automatically populate more specific information from other features you integrate into your membership CRM:

  • Event attendance: When your members attend an event, your membership CRM should record the type of ticket they bought as well as any add-ons they opted into.
  • Connections: Your membership CRM should reflect relationships between members, like membership in the same chapter or employment at the same workplace.
  • Membership level: Your membership CRM should apply badges, special permissions, or discounts for online purchases to profiles at different membership levels.

The best membership software will also allow members to modify their own profiles. Encouraging members to keep their profiles up to date doesn’t just ensure that your data is current — it also fosters engagement in the greater member community. Users will explore a member directory if it’s robust, and they’ll want other members to see accurate information on their own profile.

Check out what member profiles look like on Fonteva’s membership management system, built natively in Salesforce:

The best membership management services automatically update member profiles with new information.

You’ve found the right system for your association if…

It gives your team the ability to learn and analyze all the essential information that you need to know about your members.

Find membership software that automatically sends renewal reminders.

#2 Essential Feature: Automatic Member Renewals

Retention is a constant topic of conversation for associations. Membership software that can automate the renewal process will drastically increase your members’ chances of renewing.

Look for membership software that can identify individuals whose membership is up for renewal, then send them automated renewal reminders. These reminders should be:

  • Timely, giving your members plenty of time to pay their dues before their membership expires.
  • Recurring, often enough to keep renewal on your members’ minds without annoying them.
  • Personalized, with your members’ name and a link directly to a renewal form.

Membership software should also be able to send automatic welcome messages to new members and expiration notices for members who don’t renew in time.

Having membership software that can send lapsed members an expiration notice or renewal letter can help increase your membership retention rates.

Think about it: a lapsed member that is sent a reminder email with information on the benefits of the program and the impact it has on the organization is more likely to have a reason to stay a member. Whereas, members that don’t receive any reminder will forget about your membership program (or at the very least, take longer to rejoin).

If you want to know more ways to make your membership renewal letters more alluring, check out this guide full of tips and examples.

Your membership management system should help your team keep track of your renewal cycle.

Your membership management system is right for your association if…

It supports your association’s member retention strategy through automatic renewal tools.

Manage events with your membership management software.

#3 Essential Membership Management System Feature: Events Management

You might not think that events management is essential for a membership CRM, but think again! The benefits of integrating your member database and your event planning software are practically endless:

  • Eliminate manual data transfer from a third-party platform, saving time and accuracy.
  • Avoid implementation and transaction costs from a second software solution.
  • Upsell memberships at registration, then apply member benefits to the same purchase.
  • Empower local chapters to plan their own events.

And those are just the benefits to your planning team. Think about how helpful an integrated events feature is for your members.

Members get automatic discounts, priority registration, and special permissions when they register, and their attendance records are automatically stored in their member profiles. They can check the member directory for others who registered for the same events both before and after.

Not all association management software solutions offer these features! Make sure you research alternatives to popular solutions before committing.

With Fonteva, your association can manage ticketing, speakers, sponsors, and basic event information all within your membership CRM:

Membership-based organizations hosting events should integrate event management features into their membership CRM.

You’ve found the right system for your association if…

It empowers your association to build connections with your members and increase member engagement through event planning and management capabilities.

Make it easy for members to process dues with your membership management service.

#4 Essential Feature: Payment Processing

It takes time and a good bit of research to find a payment processing solution that works for your association. The most popular choice isn’t always the best for you!

So once you find the best payment processor for your association, you need to ensure that your membership CRM will integrate seamlessly with it, tracking and managing:

  • Membership purchases.
  • Member dues, including recurring payments.
  • Registration and ticket purchases.
  • Refunds and deferred invoices.
  • Prices for online purchases.

Your membership software solution should be able to produce reports based on this data, providing your administrative team with a birds-eye view of your accounting.

Integrating payment processing with Fonteva also provides a seamless experience for your members. When shopping from your online store, they get automatic discounts and other benefits without a special code just by shopping with their member profile:

Make sure your membership management service supports your chosen payment processor.

Your membership management system is right for your association if…

Your new software solution helps your association increase its non-dues revenue through easy payment processing.

Learn more about membership management software with our free checklist.

Stay on track with your membership program using your membership database software.

#5 Essential Feature for Membership Management Systems: Analytics and Reporting

Speaking of reports, there’s nothing more valuable to an association’s long-term goal than comprehensive analytics. There’s no way to know how to move forward if you don’t know what’s worked well — and what hasn’t worked so well — in the past.

The best membership CRM will make it easy to create custom reports for different departments, special committees, and projects with:

  • Reporting on standard as well as custom fields.
  • Simple customization interfaces, no coding required.
  • Easy export to common file types.

When every member of the team can customize their own reports while drawing from the same central, always up-to-date database, every aspect of your strategy will benefit. Keeping track of everything from fundraising metrics to non-dues revenue and more can only help your organization grow. Plus, you don’t have to learn how to use a complicated reporting software. Just stick to the interface you already use with other Fonteva modules:

Custom dashboards and reports make it easy for every member of your team to pull the data relevant to their own projects.

You’ve found the right solution for your association if…

You can create custom dashboards to get the most effective bird’s-eye view of your data, and empower each department to create dashboards that suit their own needs.

Online self-service member portals are an essential membership management system feature.

#6 Essential Feature: Online Self-Service Member Portals

When you choose a membership management system, you know that the focus of the software solution has to be on your members. That’s why one of the most crucial features of your membership management solution is the option to offer online self-service member portals. 

Beyond the member profiles that we mentioned before, you need to be able to empower your members to really own their engagement with different options such as:

  • Full control over their membership tiers and status.
  • Easy online event registration and check-in.
  • Online networking and communication strategies.
  • Continuing education, certification, and accreditation options.

Members will want to continue or expand their engagement with your association when you offer them a smart membership CRM that improve their interactions with your organization and help them further their careers. Check out this example of a self-service member portal, powered by Fonteva:

Empower your members to engage with your organization through membership management systems.

Your membership management system is right for your association if…

Your members feel confident in their abilities to manage their memberships, as well as take advantage of all the benefits that your association can offer.

The ability to customize your database is an essential membership management system feature.

#7 Essential Membership Management System Feature: Database Customization

You know that to use your database to the best of your abilities, it has to be able to work for your organization. Your members rely on your association’s ability to meet their needs, so you need a software solution that fits yours!

When looking for a membership software, make sure you choose one that allows you to customize your database. Depending on your association, this comes in the form of:

  • Customizable member fields, so you get all of the information that you need and none that you don’t.
  • Member segmentation options, so you can analyze your members and target your communications.
  • Customizable views, so that your staffers can always see the most relevant information for their daily tasks.

Your organization is going to continue to grow and change, so don’t settle for a membership management system that can’t change with you. Look at this customized database, built for an event:

Strengthen your data strategy through a smart membership management system that supports customizable databases.

You’ve found the right software for your association if…

Your team is able to mold the database to best fit the needs of your association. The best membership management software solutions should be able to scale up as your association does.

With these essential features on your radar, you’re sure to find the best membership CRM for your association!

To learn more about membership software, check out some great resources below:

  • Membership CRM | Tips to Engage Members. Your membership CRM isn’t just a place to house your members’ information — it’s also a tool of member engagement! Read all about engaging your members with your membership software here.
  • Top Abila Alternatives. When searching for association management software, don’t just choose the first solution you find! Research these top alternatives to one of the most popular solutions on the market, Abila, before making your final decision.
  • Best Membership and Association Management Software. Begin your purchasing process with Double the Donation’s guide to the best membership and association management software.

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