Membee is the hardworking web-based membership management software system that is designed to make life easier for employees and volunteers of associations, Chambers of Commerce and many other types of membership-based organizations.
We've summarized our major features below - click on an item for more details.
Perfect for Smaller Staff Associations
Membee is affordable, highly flexible and easy to use. We designed Membee specifically for the needs of associations and membership-based organizations with a smaller group of staff members (1 - 25) or no staff at all! Despite this, we've included a number of features that would normally only be found in expensive, complicated association management software packages.
- Software that grows with you
Membee lets you track an unlimited number of members, prospective members, other people and organizations, events, event registrations, committees, groups and much more. Your fees will not increase because you’re tracking more members or more data.
- 100% web-based software in the latest technologies
To use Membee, your staff and administrative users just need a PC, broadband Internet connection and Microsoft® Internet Explorer® 8. Your members can access their online accounts with a recent version of Internet Explorer, FireFox®, Apple® Safari, Google® Chrome or Opera® on the operating system of their choice.
- Accessible from anywhere
You can access Membee from the office, home, on the road… wherever you have a PC and an Internet connection.
- No server required
Membee hosts and does regular back-ups of your data for you in the highly secure Tenzing data center. There’s no need to maintain a server in your office for Membee.
- No IT person required
With Membee you won’t have worry about those nasty hourly fees for your IT person, Membee minimizes the need to bring in the “techies”.
- No transaction fees
Membee never takes a percentage of the revenue you generate – there’s just one affordable, predictable monthly fee for all services. We don’t believe in penalizing your success!
Manage Members, Prospects & Others
Membee is designed to let you track information about anyone who interacts with your organization whether it be members, prospective members, sponsors, non-member event attendees and pretty much anyone else you want to keep track of.
- Track organizations and people
Membee lets you track detailed information about both people and organizations/companies. Membee can be used by a wide variety of membership-based organizations, whether your members are people, organizations or both.
- Link people to their employers
Create a link that shows which people work for each organization and all of the related details. Membee can even track people who have multiple employers!
- Customizable categories and custom fields
Track detailed information about both people and organizations, including access to over 40 custom data fields and various categorization methods that you can personalize to your unique requirements.
- Multiple addresses and phone numbers
Track as many addresses for each person and organization as you like and there’s also fields for multiple types of phone numbers too!
- Unlimited ways to relate people and organizations
Track various types of relationships by creating parent/child relationships between people and/or organizations.
Dues Invoicing & Online Payment
Membee includes a highly flexible recurring dues invoicing process that starts from when your member first joins and continues to track all aspects from invoice to payment – on whatever recurring schedule that makes sense for your organization.
Event Registration & Online Payment
Membee’s event registration system is designed to make you look like an event planning superstar. You just might be surprised to see all of the advanced features – all of them included in Membee’s affordable package with no additional fees or add-ons required.
- Track all of your event registrations in one location
Membee tracks all registrations for your events, whether from members or non-members, submitted on your website or by phone, fax or mail.
- Accept online registrations and payments
Membee makes it easy to set up an event, list it on your website’s events calendar and start accepting online registrations with online credit card payment (a merchant account and Membee-supported payment gateway are required). You review each registration as it comes in – all of the details and payment information are recorded automatically after you approve the transaction.
- Set up multiple pricing levels and options
Membee offers one of the most flexible event registration systems available, including the ability to set up special rates for early registrants, offer various registration levels and options and special pricing for members only. You can even track additional details for each registration (such as t-shirt size, meal preferences, and more).
- Create a searchable events calendar
Membee includes a searchable online events calendar that is customized to your organization’s look and feel as a standard part of our set-up package.
- Compile an event budget and track profitability
Membee’s event budgeting system allows you to keep a running tally of all expenses and revenue associated with each event and track its profitability.
- Optionally create and send invoices for event fees
Membee also makes it possible to create and send invoices (by mail or email) for event registration fees.
- Set-up name tags using Microsoft® Word® templates
Membee makes exporting the list of your event participants easy – use this export file to easily create name tags using the template functions in Microsoft Word.
- Build an event participation history
Membee shows you a complete history of event participation and sales on every person and organization record, along with the history of many other types of interactions with your organization. See the big picture for any person or organization on one screen.
Committee & Group Management
Membee knows that keeping track of who’s participating in your various groups and committees can be real pain that takes away from your most important duties, that’s why we’ve included group and committee management features in Membee.
Participation / Activity Tracking
Membee is here to help you maintain an excellent relationship with each of the people and organizations that you track. To help you do that, Membee keeps record of all transactions and interactions and presents the full details of member’s participation on one screen.
- Keep a detailed participation history on everyone
Build a detailed history for each person and organization (members and non-members alike) of a variety of different types of participation in and interaction with your organization – including committee, group and event participation, phone calls, emails, financial transactions and more – all on one screen!
- Use notes to record details of personal interactions
Add notes to any person or organization with details about phone calls, in-person meetings, emails and more.
- Set future to-dos for any person or organization
Create reminders of what you need to do for any person or organization in the future. Assign to-dos to yourself or any of your colleagues and view or print a list of outstanding tasks each day.
- Generate usage statistics for your roster/directory
Track usage statistics on your member directory and tell your members how many people are viewing their listing and initiating contact as a result of their membership in your organization!
Online Member Services
All Membee packages and plans include our Member Service Center where your members go to access online services 24 hours a day, 7 days a week. You are in control of which services are made available on your website and you have the ability to review, edit and approve all submissions made by members before committing them to Membee.
- Searchable event calendar
Membee includes a searchable event calendar that you can link to from your website. Use the calendar to promote your events and other events for your community or industry.
- Event registration with online payment integration
Your members and non-members can register for your events and meetings online and pay event registration fees using a credit card (a merchant account and Membee-supported payment gateway are required).
- Self-serve member profile updates
With Membee, your members can view and update their profile information – including address and contact information and other details you provide access to. All submissions can be reviewed and approved, and even edited if necessary, before they are committed to your Membee database.
- Online invoice payment & email-based invoices
Membee makes it straightforward to send printable invoices by email to your members and accept online payment by credit card (a merchant account and Membee-supported payment gateway are required).
- Member directory / roster
Add a searchable directory to your website that is always up-to-date and keep detailed statistics on usage that you can report back to your members.
- "Members-only" pages and content
When used with Membee’s optional website content management system, you can easily set up pages on your website that are accessible only to members. Alternatively, you can also have your web developer integrate Membee’s member login system with your preferred website content management system via the Membee Single Sign-on service.
- Member username and password management
Membee provides a simple interface to set-up and maintain member usernames and passwords for your members. Once a password is issued the system is self-managing, your members can change or retrieve their passwords themselves from a link on your website.
Communications, Reporting & Exporting
Membee is designed to store all of the details about your members in one place and then make it easily accessible for whatever reason you need it.
- Export to Microsoft® Word® merge documents
Membee is designed to easily export data for use in your Word merge documents.
- Send email without leaving the Membee Interface
Membee's Integrated Email function makes it possible to send an email to any person in your database right from the Membee interface, without opening your email program. You can also use the same feature to send personalized messages to pretty much any group that you store in Membee, including committee members, event attendees, program participants, and much more. You can even send email to segmented groups based on other criteria like city, zip/postal codes, membership type, and any other criterion that can used as a filter in Membee's reporting area (there's a lot of options!).
- Store a copy of sent emails in Membee
Each time you send an email message to one or more people using Membee's Integrated Email function, you are given the option to save a copy of the email in the communications history for each recipient (including any attachments). You can even create a To-Do that reminds you when to follow up on the message.
- Export to Microsoft Outlook® for complex merge emails
If you need to send highly personalized emails with lots of member data in each message, you can easily export Membee data to make use of the powerful ‘merge-to-email’ function in Microsoft Outlook and Word.
- Send HTML-based emails easily with MailChimp
Send formatted HTML emails to groups or segment of members using Membee’s integration with MailChimp
- Over 50 pre-formatted reports
Membee includes a long list of pre-formatted reports that have been developed with input from hundreds of Membee users.
- View and download PDF versions of your reports
All reports are available in PDF format for viewing, printing and forwarding.
- Export any data from any report in flexible CSV format
All data shown in a report is also made available in the highly flexible CSV format that you can be opened easily in Microsoft® Excel. You can even choose which fields are included in your export.
- Export financial data to your accounting software.
Membee provides you with a convenient way to export your financial data from Membee and then import it into QuickBooks, eliminating the need for double entry. Users of other accounting software packages can import data using Membee’s CSV format.
Website Design, Hosting & Content Management
With Membee, you have the option to host your entire website with us, or you can continue to host your site with any provider. If you stick with your current host, you can simply link to Membee’s integrated functions (such as your membership directory, member profile update, e-billing, event registration, etc.). If you need a new design, we can help you with that too! Plus, if you choose to use Membee’s optional website hosting and design services, you will also gain access to our feature-filled Website Content Management System, making it easy to keep your website content up-to-date. Contact your Membee representative for complete details about pricing.
Help & Support
Every Membee user gets unlimited access to Membee’s help system and to our friendly team of support representatives.
Hosting & Security
Membee is hosted in a highly secure data center, there's no need to have a server in your office for Membee and we offer a guaranteed level of uptime.