We all like to figure things out on our own, but it is always nice to get a helping hand! Membee utilizes state-of-the-art teaching aids throughout the system, including interactive guided tours, help resources, videos, and the option to chat with our chatbot, Buzz, or a real person!
Whether you're communicating something to one member or a group of members, Membee keeps it easy for you to send emails in just a few clicks! Use your People Views to refer to a specific group of members, or send an email to a person in seconds. Emails are fully optimized for higher deliverability and Membee saves a copy of your sent emails to the person's record so you can see a history of communication!
Panels will group information together on a member's record. Create custom panels tailored to display unique information in one place, show your frequently used panels at the top first with the drag and drop feature, or clean your workspace by hiding unused panels!
Focusing on your top contributors can help drive member retention that results in a thriving membership. Identifying these these top revenue-generating members will allow you to stay engaged with them as they are highly valued members. With a single report, Membee can provide the total revenue from each member over a period of time or even in their lifetime as a member.
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!
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.
Keeping in touch with your members is important but the small things can really add up. Membee's tasks makes it easy for you to set up a task to complete on a future date and forget it. When that task date comes, an email reminder is sent to you with a quick access link to the task, making it easier to get your to-do list completed while staying engaged with your members.
Customize what information appears in the core area for people and organization records. You can add your very own custom parameters or custom fields and reorder them to see the highest priority items. It's unique to your login and access so you won't have to worry about other team members.
2023 was a pivotal year for Membee with many improvements and changes for the better. This year marks an incredible milestone for us at Membee, one to save for the books with 9 major accomplishments. Join us on our yearly recap to reflect on our significant achievements.
While Membee’s advanced interface styling is designed to be modern, neutral, and easy on the eyes, you can make it your very own by configuring the look and feel uniquely! Whether it’s your brand colors, your personal favorite color, or just your very own preference, make it look the way you want!