Communication & CRM
Keep members and non-members in the loop
Unlimited Notes to File
The Notes & To Dos feature in Membee makes it easy to track unlimited notes to file attached to any person, company, organization, or institution you are tracking in Membee. This feature is often used to record internal information that is relevant to the membership relationship.
Create Unlimited Personal To Dos
Need to remember to follow up with that potential event sponsor? No problem. Just create a “to do” for yourself on the sponsor’s record in Membee and view all your to-dos in one place.
Create To Dos in Batch
Sometimes follow up is required down the road for a group you are emailing today. In the processing of compiling that email in Membee, you can have Membee create a “to do” for you attached to the record for each email recipient.
Emails Attached to Member Automatically
With Membee’s wide array of automated features, it actually communicates a lot with your members, non-members, or key constituents. Whether it is reminding them about an overdue membership renewal, thanking them for their renewal, Membee will automatically attach a copy of the email to the recipient’s record as a note to file. After all, seeing all communication with the member whether generated by you or Membee itself is important in managing the relationship.
Categorize Notes Using Categories You Define
Notes to file are helpful as internal notes for your team. What makes them really useful is the ability to categorize your notes using categories that make sense to you. Maybe you need a breakdown of the types of contacts you make with members or prospective members so the ability to tag your notes with your own categories creates easy and meaningful reporting.
Send Ad-Hoc Emails & Save a Copy
Using Membee’s built-in email capability, you can easily send personally addressed emails to event attendees, committee members, or literally any group of individuals at any point in time. You compose the email in Membee, just like you do in tools like Outlook or Gmail. When you hit “Send”, Membee sends the email through our servers. This method dramatically increases email reliability and deliverability. Of course, Membee automatically retains a copy of the email and attaches it to each recipient’s record in Membee as a note to file.
Constant Contact Integration for Great Newsletters
Manually maintaining your distribution list in Constant Contact is a repetitive task as new members needed to be added and cancelled members removed. Get ready to plan something new for all that time you spent managing your list. Just gather who you want in Membee and in a click, Membee’s direct integration with Constant Contact builds you a new distribution list in Constant Contact. No more irritated new members or deadbeat ones still getting your member newsletter.
MailChimp Integration for Great Newsletters
Get ready to plan something new for all that time you spent managing your distribution list in MailChimp. Manually maintaining your distribution list in MailChimp is a repetitive task as new members needed to be added and cancelled members removed. Just gather who you want in Membee and in a click, Membee’s direct integration with MailChimp updates your distribution list in MailChimp. No more irritated new members or deadbeat ones still getting your member newsletter.
Automatic Notes of Important Changes
One of Membee’s most powerful features is its suite to fully automated tasks. Membee should do the work while you are kept in the loop. One way Membee keeps you in the loop is by writing detailed notes automatically on a member’s record when certain things happen. For example, when a status is changed, when they cancel, move to a new membership level, updated their information on your website, and more.
Identify & Contact Dormant Members
Looking for your members who seem a little bit M.I.A? Use our non-participation report to find your dormant members and re-engage them whether through a simple email, an invitation to an upcoming conference, or even sending them a promo code that they can take advantage of!
View an Email Log of All Emails Sent
All emails sent by Membee are shown in an email log and can be searched by using the recipient’s email address or by a specific date range. While emails are sent automatically, you can see exactly what goes out!
View Other Features
Let’s Make Things Happen
We aren’t here to sell you on anything, but the hive is here when you need us.
We open up Membee every morning, and it’s a workhorse. It’s like having another employee – Membee is my administrator. I put everything in, the notes are there, the reminders are there, and it can generate the emails I need.
Christine H
Printing Industries of New England
Let’s Make Things Happen
We aren’t here to sell you on anything, but the hive is here when you need us.
The online member directory provided through Membee gives our members a powerful tool for presenting and promoting their business. The flexible nature of the directory and the customization options make it easy for members or staff to customize member listings.
Brad Demers
Digital Media Content Coordinator
