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Custom Fields

Customize your membership database with information that you need. Create custom fields that can be configured to be for private admin use only, or available for members to access and update. Custom fields can also be displayed in your online members directory.

Group Members with Labels & Folders

Stay organized by using labels to group your members by membership levels, committees, and more. Or segment your members into folders. Quickly retrieve any of your member groups to email them as a group or export their information.

Smart Member Search

Search for your members by name, keywords, labels or custom fields, so you can quickly locate the members you are looking for without fuss.

 

Email Member List

Quickly email all of your members, or any group of members straight from your search results.

Membership CRM

Timeline lets you see a member's history at a glance - notes, payment history, donations, events, and more. Timeline is integrated with the billing and event systems, to automatically record payments, membership renewals, and event registration/attendance.
You or your member can add contacts to an account, so you can track family members, people within an organization or even multiple business locations.

Online Membership Applications

Members can sign up and make their membership payment right from your website. Fully customizable application templates allow you to setup multiple form tabs, custom fields and questions, and display or hide sections of the application form depending on the membership level.