softosaur.
EN
Site languageEnglishEspañolDeutschРусскийPortuguês

Member365

Membership management software for associations and nonprofits that keeps members, dues, renewals, events and payments in one system.

Softosaur reviews (0)Write a review

By Member365

member365.com

Suggest a correction

Overview

Member365 gives associations and nonprofits a membership CRM with unlimited custom fields, segmentation by membership level, renewal status or engagement, and automated renewal notices with recurring credit card payments. Event registration sells tickets with membership-based pricing and lets one person register several attendees without a login. A member portal publishes directories, forums, files, videos and certificates, and payments run through Worldline, Stripe or Authorize.net. A free trial is offered.
More product details

Product

Documentation
helpdesk.member365.com/hc/en-us
Release Notes Url
member365.com/release-notes
Solution Kind
Application

Who it is for

Organization Types
  • Nonprofit

Before you choose

Check before choosing

  • Built for associations, nonprofits and chambers of commerce rather than sales-team CRM use

Features

Member Database

Membership database with membership levels, status and unlimited custom fields

Import tools and guided data review during onboarding

Categories: Membership Management

Member Directory

Public or private searchable directories of individuals, organizations or sponsors

Live directory embedded on an existing website and in the member portal

Categories: Membership Management

Member Portal

Self-service portal where members update profiles, register for events and shop

Member-only content, certificates, forums and directories

More details & conditions: Member Portal

Custom domain for the portal

Categories: Membership Management

Member Communication

Drag-and-drop email editor with templates

Audience segmentation and subscription lists

More details & conditions: Member Communication

Automated emails and engagement tracking

Categories: Membership Management

Member Types

Multiple membership types and levels

Individual and group or organization memberships

Categories: Membership Management

Membership Renewals

Automated renewal notices by renewal date and membership level

Emails for pending, overdue or failed renewals

More details & conditions: Membership Renewals

Auto-recurring credit card payments for renewals

Categories: Membership Management

Event Management

Event registration and ticketing with member pricing

Event participation recorded in the member profile

Categories: Membership Management

Dues Management

Delivery method: Integration

Dues collection with recurring credit card payments

Invoices, payment confirmations and overdue reminders

More details & conditions: Dues Management

Pricing by membership type or level

Categories: Membership Management

Interaction Tracking

Track communications, engagement, payments, event participation and email engagement per member

Champion and churn analysis from engagement data

Categories: Contact Management

Contact Database

Centralized membership database with unlimited custom fields

Member and organization profiles that update automatically after changes

Categories: Contact Management

Segmentation

Segment members by membership level, renewal status, custom field data or engagement activity

Tag members for personalized messaging

Categories: Contact Management

Shared Contacts

Group memberships with seat assignments, permission settings and shared benefits tied to a central organization profile

Categories: Contact Management

Show all details (18)

Attendee Management

Attendance rosters and real-time reports filtered by registration status, member type or attendance

QR code check-in

More details & conditions: Attendee Management

Event history and CE credits recorded in the member profile

Categories: Event Management

Event Scheduling

Event calendar

Session and workshop scheduling

More details & conditions: Event Scheduling

Scheduled reminders for events

Categories: Event Management

Registration Management

Registration without login, open to non-members

Custom registration forms for attendee data

More details & conditions: Registration Management

One person registers multiple attendees

Self-serve withdrawal with automatic refund

Categories: Event Management

Conferences/Conventions

Registration for multi-day conferences and multiple sessions in one transaction

Session and workshop scheduling

Categories: Event Management

Ticketing

Sell tickets with pricing based on membership level

Day passes, member-only pricing and multi-session bundles

More details & conditions: Ticketing

Free event registration

Categories: Event Management

Payment Processing

Delivery method: Integration

Credit card payments, refunds and discount codes for events

Payment gateways Worldline, Stripe and Authorize.net

Categories: Event Management

Workflow details

Contributions
  • Name
    Recurring donations
    Description
    Donors can set up one-time and recurring donations, with donor management and campaign tracking

Categories: Membership Management

Pricing

Core package

One Time Fees
  • Name
    Setup fee
    Trigger
    One-time onboarding and implementation, priced by onboarding complexity
Trial Available
Yes
Trial is free
Yes

Plan details & limits

Business Model
  • Subscription

Access & availability

API operations and access

Delivery method: Integration

Read member details such as name, email, address, job title, member category and status through the RESTful JSON API

Read organization data associated with members

Read responses to custom fields created with the form builder

Limits to check
  • Zapier provides no-code automation without development; the REST API is aimed at in-house developers or consultants

Technical details

Deployment

Client Channels
  • Browser
  • Mobile app
  • API
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Vendor

API

Protocols
  • REST

Customization

Skill Level
  • No code
  • Developer required
Supported Scopes
  • Fields
  • Forms
  • Templates

Security

Assurances
  • Kind
    Self declaration
    Scope
    Credit card transactions processed through Member365
    Standard
    PCI DSS

Support

Channels
  • Knowledge base
Included In Plan
Yes
Training Formats
  • Documentation
  • Video
  • Live online

Integrations

Zapier

Direction
Bidirectional
Method
Middleware
Objects
  • Contact records
  • Event registrations
  • Event withdrawals and ticket transfers
  • Attendance

Reviews

User experiences, moderated before publication. Review policy

Write a review

No reviews yet.

Be the first to share your experience with Member365.

Add a product

Search to find a product.

Privacy choices

Choose what to allow.

You can change your choice here at any time. Refusing optional analytics does not limit the catalog.

AdvertisingAdSense is not currently enabled. Advertising choices will be available through its consent platform before ads are activated.Not active

Cookie details · Privacy rights