Search Everywhere With a Keyword, Email, & Phone Number
Have a keyword, a phone number, or an email address and you can't remember the name of a record? For the times when you're not sure where to start looking, Membee's global search is there to help. Simply enter your search term such as a name, email address, phone number, member number, address, etc, and Membee will look in people, organizations, events, committees, notes, and tasks, for any matching results. Search makes your process that much easier to find and open records or data!
Application Forms That Make Acquiring New Members Painless
Membee's new member applications are robust and help you automate a lot of the manual administrative work. The application forms can capture all the information in one streamlined process, set up membership billing, automatically create directory listings, send welcome emails, activate logins, and so much more.
Customize the Descriptor Labels for Your Members
Have a unique label for your members that you want to consistently classify? For example, instead of Organizations, they're family, company, clubs, institutions, etc. Membee allows you to use your own labels to describe people and organizations in a way that makes sense to you.
Email Groups of Members in Membee, MailChimp, or Constant Contact
Emailing your members can be done easily. By using views, you can always pull the most up to date list that even includes your new members! Two different actions in the view allow you to email your members directly in Membee with a copy of the email saved or you can send them to MailChimp or Constant Contact to build stunning marketing emails.
See an Overview of a Member’s Engagement
In a single click, the overview window or panel will display the person or organization's membership or activities and see how they are participating or engaging with your organization. Designed to give you an at-a-glance view, it will include lifetime membership or event billing and the number of events they have attended or will be attending.
Get a Quick Total of Your Member Count
Gathering a total number of your membership is meant to be done fairly quickly. In a single click to open the snapshot window, you'll see a breakdown of your membership including a total of organization or person members. You can easily pull this number in seconds to use the totals to report back to your board or use it for your own tracking!