
Overview
Summary
The CORE proposition includes most features necessary to manage membership association contacts.
The base pricing allows you to manage up to 2000 contacts, and up to 5 administrator logins. The core modules integrated are as follows
- CRM
- Microsoft 365
integration
- Stripe Payments
- Xero
- Events
- Member Portal (where
your members can update their contact and staff details), see their event
registrations etc.
- Integrated marketing
(send campaigns directly from the crm system)
Features
CRM
1. Member Management
- Centralize member information, such as names, contact details, membership levels, and join dates.
- Categorize members based on status (e.g., active, expired, lapsed) or membership type (e.g., individual, corporate, student).
2. Online Member Registration
- Members can register online
- Single pricing per membership type
- Credit Card Payment via Stripe account
3. Membership Renewal and Billing
- Track membership expiration dates
- automatic alerts prior to renewal date
4. Communication and Engagement
- File Extraction for sending newsletters, announcements, and updates to members via a third party tool (eg Mailchimp not provided).
- Record member interactions, such as emails, phone calls.
- Allows communication based via file extraction for email or laiking campaigns.
5. Online Member Portal
- Offers a self-service portal where members can update their information.
6. Configuration
- Membership categorizations are configurable to suit your membership
Pricing
Terms & Conditions
- £599 pcm
- Setup generally 6 times the monthly fee
- 3 month cancellation notice after 1 year
- Setup period usually last 6 months for careful implementation