Discover the 5 Best CRMs for Membership Organizations

Managing a membership organization means keeping a close eye on every interaction, payment, and preference of your members. That’s where choosing the right CRM can make all the difference. In this guide, discover the 5 best CRMs for membership organizations to streamline your operations and boost member engagement. Whether you’re part of a bustling large association or a growing startup, the perfect CRM solution is out there to meet your specific needs. Let’s explore how these top tools can transform how you connect with and manage your members, making every interaction count.

What Are the Benefits of Using CRM for Membership Organizations?

There are more than 66,000 trade and professional groups in the United States, and each handles its membership base uniquely.  

A large, established organization will require something more sophisticated for tracking member involvement than a small association in its first year of operation, which may be able to get by with a few basic spreadsheets. Startup membership organizations can effectively use CRMs like HubSpot to improve their growth and reach. 

Here are the main advantages of adding a CRM to your membership management technology stack:

• Using a CRM to centralize member data and review useful details can strengthen your bonds with members.   
• By sending more individualized and targeted communications, your organization can maximize the impact of your marketing campaigns and reach a wider audience. 
• CRMs will provide you with appropriate statistics. This way, you can create plans based on specific data rather than assumptions about what could interest members.   
• A CRM for membership organizations can automate time-consuming administrative tasks like membership renewals, event registrations, and payment processing. This allows your team to focus more on engaging with members and less on managing paperwork.

What Features Do Membership CRMs Offer? 

If your company requires a software update, purchase a CRM designed specifically for members. These platforms provide features like:

• A membership database to keep track of each member’s name, contact details, birthdate, and other relevant data.
• Integrated website builder to track member engagement like job boards, discussion groups, and more.
• Tools for reporting that make it simple to monitor various metrics, including member retention rates, event attendance, outreach initiatives, and income from dues.
• Financial management tools to measure revenue growth from events and donations and make sure you stay within your budget.
• Options for categorizing members based on specific interests so you can send them personalized emails and other communications.

Top 5 CRMs for Membership Organizations

Caption: Table comparing all the CRMs at a glance

1. HubSpot

HubSpot is a well-liked option for a CRM for marketing and sales tasks. HubSpot centralizes all of your essential CRM tools into a simple dashboard, making it quicker to find your data even after a five-hour Zoom session. HubSpot provides email tracking, conversation intelligence, and customization to improve communication with all organization members. 

HubSpot offers many different tools for membership organizations. It helps businesses create and send emails, track sales, manage customer service, and create websites. The best part is that it’s easy to use, so you don’t have to be a tech expert to figure it out. 

Many businesses start with HubSpot’s free tools and add more advanced features as they grow. This makes it a popular choice for businesses that want to keep everything organized, have an effective lead generation system, and make sure they’re giving their customers the best experience possible. 

Features

• Keep track of sales activity and evaluate your sales instantly.
• Reporting software enables the development of personalized dashboards for tracking metrics related to sales, marketing, and customer service data. 
• The management of social media interactions that help in interacting with the member community and advertising events. 
• Depending on your plan, you can post questions on a community forum. This will help you get tried-and-tested solutions from other membership organizations experiencing the same problems.

Price: $800/month

2. Pipedrive

Pipedrive CRM is a tool that helps membership organizations manage their sales and communication more effectively. It’s designed to make it easy to track all interactions with clients or members, like phone calls, emails, and meetings, so nothing important gets missed. 

Pipedrive can be particularly useful for membership organizations because it lets you keep all your member information in one place. This makes it simple to see when someone joined, what events they’ve attended, or any contributions they’ve made. Keeping track of all the details helps you stay organized and ensures that you can build strong relationships with your members. 

Features

• Tools for managing pipelines that have been simplified and may be used to monitor membership sign-ups, engagement, and renewals.
• It provides a mobile app that allows users to manage contacts while on the go.
• The platform allows for a fair degree of adaptability to match membership management requirements with its features.

Price

$49/month

3. Monday.com 

Monday.com is a versatile platform that helps membership organizations manage their activities efficiently. It’s like a digital workspace where you can create, assign, and track tasks to ensure everything gets done on time. So, you can manage events, track member engagement, and coordinate your team all in one place. 

Monday.com’s visual tools, like color-coded boards and timelines, make it easy to see what needs attention and who is responsible for each task, helping you stay on top of everything without feeling overwhelmed.

Another great feature of Monday.com is its flexibility. You can customize it to fit your organization’s specific needs, whether tracking membership renewals, planning events, or managing communication with your members. Even if you’re not very tech-savvy, Monday.com is user-friendly and offers plenty of templates to help you get started. 

Features

• You can make extremely configurable workflows to track engagement activities and renewals and attract new memberships.  
• Collaboration encourages teamwork, which is essential for managing team members and organizing events.
• AI support for content development produces content for each stage of the sales cycle.

Price: Contact Sales

4. MemberClicks

MemberClicks is a CRM platform for membership organizations, such as associations, clubs, and nonprofits. It provides tools to manage member data, track engagement, and handle tasks like event planning and communication. 

What makes MemberClicks stand out is its focus on the unique needs of membership organizations. It offers membership renewals, online event registration, and a member directory. This means you can easily manage all aspects of your members’ experience in one place.

Features 

• Relationship management and membership databases help organizations keep track of all their members in one place.
• Automatic dues renewal makes it easier for the organization and its members to maintain active memberships.
• Possession of sponsorship helps organizations keep track of all financial contributions from sponsors and exhibitors.
• Instead of managing everything manually, the CRM automates registration, collects submissions, and tracks attendance.

Price: $3500/year

5. Salsa

Salsa is a CRM that shows your organization’s success over time on a dashboard designed for associations and membership groups. It’s an all-in-one solution designed for nonprofit organizations that conduct advocacy campaigns.

Salsa is a part of the Salsa Labs suite, which offers various tools to assist organizations in reaching their goals. Salsa CRM focuses on helping organizations grow by simplifying how they manage donor information, track interactions, and run fundraising campaigns. It’s especially popular among nonprofits because it combines a variety of tools in one platform, making it easier to handle all aspects of donor and member management without needing multiple software solutions.

Features

• Combines CRM, fundraising, email marketing, and advocacy tools in one place.
• Easily track and manage member information, engagement, and interactions.
• Helps you run donation campaigns and track contributions effortlessly.
• Create and send targeted emails to your members and supporters.

Price: Contact Sales

Transform Your CRM Strategy with INSIDEA’s HubSpot Services

Choosing the right CRM can revolutionize your engagement with your members and streamline your operations. As a HubSpot Diamond Solutions Partner, INSIDEA excels in transforming membership organizations like yours through targeted, effective HubSpot implementations. We leverage HubSpot’s comprehensive features to enhance member engagement, simplify your processes, and drive your organization’s growth.

Our team of experts is ready to guide you through every step, offering a range of tailored services to meet your unique needs:

• HubSpot Implementation: We ensure a smooth setup of your HubSpot platform, fully configuring it to meet your organization’s specific needs so your team can quickly begin taking advantage of all features effectively.
• Ongoing HubSpot Optimization: Our continuous support and optimization services keep your HubSpot environment performing at its best as the business needs to grow.
• Secure HubSpot Data Migration: We offer meticulous migration services that transfer your data securely and efficiently to improve your CRM’s functionality without losing information.
• Custom HubSpot Branding Solutions: We provide unique branding solutions that enable you to offer personalized HubSpot services under your brand, tailored to your organization’s identity.

Contact us today to explore how our CRM solutions can help you grow and thrive. Book a consultation now, and let’s take the next step together.

Get started today!