Membership Management Software

The only thing that Novi does not currently do that we want is facility member-to-member communications. It does connect to other platforms that do that, so it's not a huge issue.

Novi did not have all the bells and whistles that we wanted when we started with them a few years ago, but they've been very responsive to feedback and requests, and have added many new features that we've requested. So we're optimistic about future improvements. Review collected by and hosted on G2.com.

Novi serves as an information hub for us to track our members (database), but also for our members to participate in the association(website). It's the central focus of our operations and activity. Many other SaaS platforms that we use connect or integrate with Novi in some way, and the two synch to Quickbooks Online saves us a huge amount of time by eliminating the need to export/import transactions and then have to reconcile them.

Note on the price: Novi is not the cheapest platform, and it shows. It has been well worth the cost to get the quality customer support and a system that works this well. There are far more expensive systems out there that are not half as good. Review collected by and hosted on G2.com.

I think one downside I've experienced is report writing. The Intelligent Query Architect can be quite cumbersome, especially if you are not used to SQL-type reporting. I've utilized our integration partner for assistance with any reports we've needed, which has eased the burden of this rather complex component. Review collected by and hosted on G2.com.

iMIS allows us to keep track of all our members, their online course completions, donation and membership dues in one centralized service. Review collected by and hosted on G2.com.

Just like any software, it can be down for some period of time and that means we don't have access to profiles at that time and therefore cannot provide the service we would like to provide until it comes back up again. Review collected by and hosted on G2.com.

Dashboard assists with providing us with the relevant information regarding sellers profiles which helps us in achieving our overall goal of providing the best service to our clients. Review collected by and hosted on G2.com.

1. We would like to see some features that make certain of our ways of working easier.

2. It was not that easy to integrate with our accounting package initially. Review collected by and hosted on G2.com.

Ensuring we are interesting to the younger generations.

Ease of use and minimising email-flooding of members Review collected by and hosted on G2.com.

I am still in the development phase and did run into a few problems fixing some compatibility issues with the Divi theme, but I got the support I needed to work through that and so far haven't run into other major issues. Review collected by and hosted on G2.com.

MemberPress solved my problem of needing affordable software to create an online membership program plus to offer online courses. Review collected by and hosted on G2.com.

The content editor can have glitches at times. I've noticed that it can add extra characters after publication and can be finicky with special characters. Additionally, it is very important to save work if you are working on the same content for a long time - I've experienced (the hard way) that you could be logged out of your account and lose all your work. Review collected by and hosted on G2.com.

I often need to update the content of our website - MemberLeap makes this frequent updating easy and the layout looks great! Review collected by and hosted on G2.com.

The one thing that SOMETIMES takes longer than it should is responses from their customer service/support team. The information they give is excellent, but it's not always the fastest response time. Review collected by and hosted on G2.com.

We used to not be able to get good, timely reports or donor information. Now it's a breeze!!! And I'm simply amazed at the speed with which it plows through our database of donations over a good number of years! Review collected by and hosted on G2.com.

I find it annoying that there is no simple option to set up an event survey. There must to be a means to email the post-event survey to the attendees of the specified event. Review collected by and hosted on G2.com.

As Event Manager I find WildApricot easier to use. We don't need to use different apps for sending the flyers, accepting payment for our events and event/booking management. Review collected by and hosted on G2.com.

Honestly, we've been so happy with the system, there isn't anything I can think of that I don't like. There have been mishaps/errors/confusion... but it's all been user error. Any issue we come across, there's answers in the help section, or tech is a phone call away. Review collected by and hosted on G2.com.

-streamlined billing/accounts receivable

-reports for membership/events/billing/etc save staff a ton time

-integration of website with calendar and member registration for events

-event creation with registration is 1,000,000 times better than previous software Review collected by and hosted on G2.com.

It wasn't cheap, but the benefits to us as an organisation, and to our members, are worth it. Review collected by and hosted on G2.com.

ReadyMembership simplifies our administrative load, and provides an accessible and enjoyable membership experience for our members. Review collected by and hosted on G2.com.

There are a few limitations. Such as only one widget per page. That has created the need for additional pages and popups, and I prefer fewer clicks to get to functions. However, these limitations are tolerable in light of all that it does do. Also, the HELP section is useful however sometimes I do not know the terms used so finding an answer is sometimes challenging... But that is why the phone line is appreciated! Also, right now only one primary image is available (excluding a photo gallery) and two would be nice: one for a logo and one for a headshot. Review collected by and hosted on G2.com.

As with any software investigation: 1) Make a "wish list"; 2) Investigate alternatives considering features & reviews; 3) Test drive the software as well as customer support. In several of my projects, customer support was KEY to the success of the implementation. Review collected by and hosted on G2.com.

For membership organization directories, I prefer to include more than just name, address, phone, email. With MembershipWorks I can customize all the fields that I need. Same goes for a real estate directory for a caravan tour. I created one that included real estate fields (prices, square footage, # bedrooms, a photo gallery & map) using it. Flexible!! Plus they include various widgets for searches. The BIGGY was a location search based on a zip, city or state. Other alternative software did not include this feature. Review collected by and hosted on G2.com.

While the Members feature offers great capabilities (mini-profiles, automated communications, forms), it does not allow filtering on membership date. Adding this feature would help us better recognize and onboard new members. Please add it! Mobilize doesn't really support collaboration in creating documents. If several of us need to work on a document, we use Google docs to leverage their editing and versioning features and then post the finished doc on Mobilize. It would be nice if Mobilize had that function, too. Review collected by and hosted on G2.com.

Through Mobilize, our community shares professional opportunities and resources, collaborates, creates and promotes events, and improves our organization. Our members are not co-located. Mobilize has helped us grow and become better organized despite the challenges of the pandemic. We also use Mobilize as the repository of our foundational documents that describe who we are, how we function, and what we hope to achieve. We reference these documents frequently. As we share our knowledge with one another, we are better able to serve social sector organizations. Review collected by and hosted on G2.com.

Most everything else! The articles they produce are hard to find and even harder to utilize. They do not allow much customization making the program a lot of their functionality not useful for us.

I also struggle as a smaller Y all their really nice add-ons like Daxko Engage, and others are too pricey!

The staff side of the program is not optimized for mobile so it is super difficult to use on the fly. Review collected by and hosted on G2.com.

It is serving its purpose, but we are very actively looking at another program. Review collected by and hosted on G2.com.

1) limitations to see members across chapters

2) limited capability to create one newsletter and then copying other different chapter

3) No phone support or support on weekends or Canadian holidays

4) limited CRM capabilities

5) SEO limitations Review collected by and hosted on G2.com.

It hasn't worked for us after a significant investment of time and money. Review collected by and hosted on G2.com.

Hopefully most of these "sour grapes" will go away once we implement both Fonteva Payments AND Fonteva Platform 15.0.

As said "sour grapes" come mostly from having to do extra work when handling credit notes and memos over multiple SO's.

Yes, we were given a workaround, but no, one cannot use a workaround for too long as it hurts adoption. Review collected by and hosted on G2.com.

Everything eCommerce on Salesforce, of course. It also shapes and manages our Stripe Payments. Spark Admin, we are now finally digging into the more advanced features, and how they can help us be more productive with some chores and features, such as Rollup Summaries (for Lookup Relationships) Review collected by and hosted on G2.com.

I was also able to discover that its integration with our existing accounting software was challenging to implement. Invoicing is a procedure that includes several stages, and the customization of templates in invoices is not convenient. Review collected by and hosted on G2.com.

I spend on administrative work that ChamberMaster has greatly helped me to improve on the task of managing my chamber. The information about the members is now easily retrievable, and the process of organizing events has been made easier. Review collected by and hosted on G2.com.

The website builder is a disaster, if you are used to building in WordPress or even Wix or Squarespare - good luck with Springly builder, very old school way of thinking of how to structure websites and very limiting on theme customization. Trying to do anything within the system is a nightmare. And support is overseas so if you have an emergency - good luck! Review collected by and hosted on G2.com.

None - it caused more headaches Review collected by and hosted on G2.com.

One of the downsides for me is not having specific vendor references on the website as options. We host several events and it has been pretty difficult getting the vendor side setup. And it seems like it needs one master report that will show all information on it. For now, we have to usually pull 2 reports and combine them to get all of the informaton we need. Review collected by and hosted on G2.com.

I'm not aware of any problems being solved for us right now. Review collected by and hosted on G2.com.

None so far. ClubRunner staff entered our membership data accurately and guided us in the website creation components. Easy to use. Looks great. Excellent support. No problems at all. Review collected by and hosted on G2.com.

We wanted to be able to have more information on our website available to our members with easy access to it in the "members only" section, in addition to the public part of the site . ClubRunner does this. We wanted a way for members of one club to be able to get the contact information of members in other clubs so that they could connect more easily. ClubRunner makes this easy on the computer or your cell phone. Review collected by and hosted on G2.com.

The person - account setting is fine, works great. But it does present challenges when you try to work with 3rd parties who 'integrate' with Salesforce. The person-account is something they need to understand and handle, which evidently is not common. You cannot 'create contacts' directly from an API, you have to let Salesforce create the person-account, which will automatically create the connected 'contact' object and be properly linked. This is Nimble's problem only because Nimble uses the person-accounts setting of Salesforce.

The basic Nimble license (based on a Salesforce PLATFORM license) does not include several objects that Salesforce itself might include if it were a regular Salesforce license. (Campaigns is one example). You may need to make sure you have the correct licenses for objects you will need.

When we first went live in 2017, Nimble didn't have a lot of hands on training for those who would be administering Nimble and Salesforce. I believe this may have improved since then. I wish they had short 'how-to' videos for super-users/admins. They have great documentation, but I am the "show-me" kind of learner.

Understanding that they are not the Salesforce guru for you & their best expertise is their own product - at the beginning, not being already a Salesforce guru myself, it was painful figuring out what was Salesforce and what was Nimble. I get it now, but not so much when I started. Review collected by and hosted on G2.com.

Our complex online join needed us to tweak the Community Hub, but is working great. We reduced all physical paper needed to be submitted in order to be considered as a member. We do not let anyone join automatically w/out a human review, but the process is so much better now.

The member web interface is almost out-of the box. It is easy now for our members to buy products, register for events, and edit their own data online.

The annual renewal is done with payments online using the Express URL featurer after the bulk renewals are run - No more mailing of renewal notices and hardly any checks have to be processed.

Easy way to manage committees, new events, and manage the relationships of people to companies and companies to companies in rosters. Review collected by and hosted on G2.com.