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Member management
Centralize your information, automate renewals and deliver a consistent member experience with Membri, within your Microsoft 365 environment.
Member management brings memberships, renewals, payments, events, communications and interactions together in a centralized platform.
The goal: reduce administrative tasks, improve the member experience and support your organization’s growth.
Scattered information and manual follow-ups take your team’s time away from member services and your organization’s development.
Bring member profiles, organizations, dues, events, interactions and documents together in a single environment.
Reduce manual follow-ups with automated reminders and structured renewal processes.
Give members easy access to their information, registrations, documents and benefits through a member portal.
Identify your most active members, members at risk of leaving and the activities that generate the most participation.
Automate repetitive tasks and free up time for higher-value activities.
Member management software is a platform that lets associations, chambers of commerce and member organizations manage memberships, renewals, communications, events and interactions within a centralized environment.
Bringing key processes together in one system helps your organization improve efficiency, the member experience and visibility into engagement.
Modern member management software should include:
For Canadian associations, it is also important that the solution can support bilingual processes, different member types and the realities specific to membership-based organizations.
Structure your member categories, pricing and subscription durations.
Our member management software lets you easily configure your various subscription types, including their price, their duration, the email templates to use for communications, and many other settings. This makes it possible to customize how the association management platform behaves so it aligns with your business processes.
Automate memberships, invoices and renewal reminders.
Several options are available for embedding an online membership form in your website so that new memberships come directly into the system. Our automated processes then take over to generate a membership or renewal invoice, email the invoice to the member and update their record. All generated invoices can be paid online by credit card through our integrated payment platform, using a link included in the email sent to the association member. For renewals, the management platform automatically generates renewal notices and emails them to the members due for renewal. You can also configure a schedule of automated reminders.
Discover our solution for chambers of commerce and associations.
Support membership upgrades with a structured process.
If your association offers several subscription levels with different benefits and needs to manage subscription upgrades, our solution includes an upgrade process that lets you calculate and invoice an upgrade automatically. As with memberships and renewals, this invoice can be sent automatically by email using a customizable email template. One more option to make member management easier.
Simplify the tracking of dues, payments and credit notes.
See how you can save time and money with the features offered for managing your billing.
Assess the health of your community with eight key indicators.
Access this information without manually consolidating multiple files.
Is your organization ready to automate membership renewals? Get the free checklist.
Membri brings your member data, processes and interactions together in an environment connected to Microsoft 365. Your team gains consistency and visibility to better serve its community.
Manage memberships, member categories and renewals according to your processes. One platform supports the needs of associations and chambers of commerce.
Connect member management to your Microsoft tools to support collaboration, information tracking and the automation of recurring tasks.
Centralize interactions, event registrations and targeted communications. The member portal makes it easier to access information and services.
Track renewals, engagement, participation and revenue through dashboards. Identify trends to guide your actions and follow-ups.
The FCCQ uses Membri to structure the management of its network of chambers of commerce, centralize information and improve membership-related follow-ups.
Read the FCCQ case studyThe organization modernized its member management with a centralized platform that allows better tracking of memberships, interactions and member activities.
Read the GVBOT case studyMember management software is a platform for managing memberships, renewals, member data, events, communications and engagement from a single environment.
The best software is one that adapts to your operational reality, makes renewals easier, centralizes data and reduces your team’s administrative tasks.
A traditional CRM can manage contacts and interactions, but member organizations often need additional features such as memberships, renewals, member categories and member portals.
An association generally brings together people or organizations that share a profession, a sector or a common interest. A chamber of commerce primarily represents the interests of businesses in a given territory or region.
Best practices include:
Yes. A modern solution can integrate with various Microsoft tools to support administrative processes, collaboration, reporting and automation.
Automate renewals, centralize your data and improve engagement. Discover how Membri can support your organization’s priorities.