As your association grows, so do your requirements for your membership software. To escape the cycle of outgrowing and implementing new membership software solutions again and again, you need to find association management software that can handle your organization’s specific needs and scale with you.
There’s no shortage of systems to choose from, and parsing through all your available options can quickly become overwhelming. In this guide, we’ll review membership management software basics and our top recommendations to give you a clear starting point.
To begin, let’s explore what membership management software is and how it can benefit your organization.
Key Takeaways
- Membership management software is a specialized CRM designed to help associations oversee various functions of their membership program.
- Benefits: Helps map connections between members, manage chapters and committees, streamline payments, and give members more independence.
- Key features: Robust member profiles, automatic renewals, payment processing, data analytics, and member portals.

What Is Membership Management Software
Membership management software is a specialized customer relationship management (CRM) system that association leaders use to organize and oversee their association’s membership program.
These software systems store crucial information about association members, such as member profiles, continuing education history, and preferred communication methods. Association management solutions also streamline administrative processes, improve communication with members, and boost member engagement.
For example, the member information you gather through your software system can help you create courses, events, and communications tailored to members’ preferences. Additionally, communication features allow you to automate association-wide updates with a simplified notification process.
Is your membership management software holding you back?
This decision depends on many different factors. Start by surveying your team members and talking to a tech consultant to identify significant issues and bottlenecks. Additionally, we’ve put together this quick assessment to help you determine whether your current system is functioning properly or showing signs that it’s impeding your growth:
Is Your Membership Software Holding You Back?
Check every statement that applies to your current daily operations.
Top Membership Management Software Options
Fonteva: The Best All-In-One Membership Management Software
Overview of this Membership Management System
Fonteva Membership is a cloud-based association membership software native to Salesforce, the world’s top CRM system.

Fonteva has more than a decade of experience working with associations, professional societies, association management companies, and local governments. These organizations use Fonteva’s scalable platform to enhance membership management and engagement strategies.
Using Fonteva, organization leaders can complete these necessary functions with ease:
- Give members easy access to the member directory, event sign-ups, and continuing education opportunities.
- Manage ticketing, speakers, sponsors, and basic event information all within their membership CRM.
- Offer automatic discounts for members who shop using their member profiles.
- Provide a secure payment gateway where members can pay dues, register for conferences, purchase merchandise, and more.
- Accept a variety of payment options, including ACH, digital wallet, and multicurrency payments.
- Track, analyze, and report financial data.
- Access automatically generated reports.
- Create customized databases to fit specific needs.
With Fonteva Membership, organizations also receive implementation and data migration support as well as ongoing training on best practices for using the software. Transitioning member data to a new system can be a major undertaking, but Fonteva provides a helping hand throughout the entire process.
Why Fonteva Membership Stands Out
One of Fonteva Membership’s greatest assets that sets it apart from other options is that it’s built on top of Salesforce.
Salesforce is the world’s leading CRM provider for a reason: It offers a highly scalable, customizable platform. To do so, Salesforce employs an army of developers and partners to support customers and continually devise innovative products. Plus, Fonteva gives you the freedom to choose the data model that works best for your association.
Fonteva has many other advantages — for one, it’s an easy-to-use system that doesn’t require an in-house IT department to get up and running. Since Fonteva is cloud-based, organizational leaders can access the system from any location, with any device. Additionally, its best-in-class payment processing platform is focused on maintaining stringent security measures while providing positive, straightforward experiences to your members.
Pros & Cons
Reviewers appreciate the software for:
- Its robust interconnected nature that is native to the Salesforce platform
- A modern user interface that provides greater flexibility compared to outdated association databases
- Powerful event management functionalities that can handle complex ticketing, schedules, and conferences
However, some have problems with:
- A slight learning curve during initial adoption due to the platform’s extensive capabilities and robust feature set
- The time required to customize advanced features to match highly unique business processes
Pricing
Reach out to Fonteva to get a custom quote.
Protech: The Best Solution for Microsoft Users
Overview
Leveraging Microsoft’s intuitive Dynamics 365 software, Protech provides a rich membership management solution that can streamline your association’s processes from event planning to member engagement.

Take a look at some of the many tools available with Protech’s powerful solution, such as:
- Access to robust, enterprise-level e-commerce features, streamlining the online shopping and event registration process for both members and staff.
- Seamless integration with AppSource tools, Microsoft applications, and various third-party platforms.
- An integrated payment processing platform that provides effective management of ACH and digital wallet payments, manages multicurrency transactions, offers streamlined support, gives you more transparency and deeper insight into your finances, and, most importantly, enhances data security.
- Automated, personalized marketing and communication features that allow associations to both simplify their outreach and maximize engagement across multiple channels.
Additionally, Protech provides event software, professional development tools, and a variety of other built-in or integrated features to round out your association’s membership management toolkit.
Pros & Cons
Reviewers like Protech for its:
- Seamless integration with Microsoft Dynamics 365 and other Microsoft products
- Comprehensive functionality that tracks association-specific financial activities and complex membership lifecycles
- Responsive customer support teams that help tailor the system to organizational needs
However, some users note some cons, including that:
- The user interface can be complex for staff members new to enterprise-grade software.
- The pricing structures are better suited to medium and large organizations rather than small organizations.
Pricing
Reach out to Protech for a custom quote.
Regpack: Best for Providing Smooth Member Experiences
Regpack combines association management and membership renewals into an all-in-one solution. It offers flexible and integrated payment processes, automated communications, and reporting systems.
In addition to features such as event registration, member databases and portals, and automated dues, organizations can use Regpack to:
- Embed member application processes into their websites.
- Offer donation opportunities through their websites.
- Save money through optimized registration processes.
In addition to membership software, Regpack also has systems designed for camps, schools, and other educational programs, travel groups, and more.
Pros & Cons
Reviewers appreciate Regpack for its highly adaptable, customizable project setups, but note some issues with customer support and occasional technical glitches in complex workflows.
MemberClicks: Best for Promoting Learning
MemberClicks works with associations, chambers, universities, and association management companies to provide comprehensive membership management software that increases engagement and generates revenue.
Beyond its membership management system, MemberClicks offers a suite of software tools, including:
- A learning management system to store and distribute educational content and track members’ learning progress
- Job board software that connects job seekers to new opportunities, providing additional value to members
- A membership website and CMS to create a modern, responsive site that engages and informs visitors
MemberClicks also provides training resources for association teams to improve their organization management and member retention.
Pros & Cons
Reviewers appreciate the software for its responsive customer assistance team and flexible tools, but note some frustrations with clunky integrations.
Glue Up: Best for Mobile Community Engagement
Glue Up provides a sophisticated yet easy-to-use CRM platform for associations, business networks, and chambers.
Glue Up’s membership software solution includes features like:
- An event management suite that allows organizations to set up branded event pages, ticketing, and event promotions
- A training management suite to create monetized webinars, manage certificates, and promote courses
- A community engagement suite to facilitate discussion and networking
With Glue Up, organizations also receive access to two mobile apps: one for community members and one for association management teams.
Pros & Cons
Users like the system’s robust mobile app, which boosts member-to-member networking and interactions, but some note that the platform’s email marketing templates can feel rigid and difficult to customize.
Hivebrite: Best for Alumni and Professional Networks
Hivebrite is a community management platform used by professional networks, school and university alumni groups, and nonprofits.
With Hivebrite, organizations can customize the platform to fit their specific needs and requirements. Associations appreciate Hivebrite for its:
- CRM and member management tools that allow users to apply filters and conduct targeted member communications
- Content management to maintain an updated website
- Communication tools, such as in-app messages and mobile notifications
Like Glue Up, Hivebrite also offers the ability to create a branded mobile app. Hivebrite’s “Who’s around me” app feature allows members to use a map to discover other members nearby.
Pros & Cons
Users appreciate the software’s community-building tools and customizable front-end design, but some noted that the backend could be difficult to navigate.
Doubleknot: Best for Museums and Zoos
Doubleknot is an industry leader in membership management software designed just for museums, zoos, and aquariums.
These niche organizations rely on their membership programs for steady revenue and annual funding. Doubleknot’s customers can access its comprehensive features and tools, including:
- Full member directory and profiles that provide access to all your important member data in one easy-to-navigate interface
- Automated hierarchy and benefits tools, helping you efficiently manage your program’s tiered membership levels and permissions
- Easy gift membership and renewal features that make it simple for members to continue supporting your work
Organized management and tidy membership databases are what help culture-oriented organizations thrive.
Pros & Cons
Reviewers appreciate that the platform offers specialized ticketing and admissions tools that perform well for physical locations. However, some noted that the user interface can look a bit outdated.
Join It: Best for Eventbrite Users
Overview
Join It is a cloud-based membership management system that offers various tools for managing member relationships, such as automating renewals, email reminders, and payments.
It offers features like:
- Workflow automation for repetitive tasks, such as renewal reminders and expiration notices
- The ability to manage group memberships
- A robust membership CRM that offers custom fields to accommodate unique needs
Join It doesn’t try to be an all-in-one tool. Instead, it prioritizes seamless integrations with platforms that associations likely already use, such as Eventbrite, Mailchimp, Slack, and SurveyMonkey.
Pros & Cons
Reviewers like Join It for its reliable integrations with popular platforms and the intuitive interface. Some say they wish the platform had website building and advanced content management tools.
YourMembership: Best for Small Organizations
Overview
YourMembership is an AMS that provides a comprehensive suite of tools for small to mid-sized associations.
The platform offers:
- eCommerce tools that allow associations to manage dues and registrations, accept donations, and sell store items
- Customizable dashboards that help users trace the full member journey
- Event management tools that allow associations to automate routine communications like confirmation emails and create personalized registration pages for different audiences
YourMembership offers the functionality needed for processing dues, managing events, hosting an online member community and career center, and more.
Pros & Cons
Reviewers like YourMembership for its comprehensive feature set that limits the need for third-party tools. However, some users cite issues with the software being slow during heavy data processing.
ClubExpress: Best for Hobby Clubs and Local Groups
Overview
ClubExpress is a cloud-based platform designed to help hobby clubs, special interest groups, and professional associations manage their public-facing website and backend database. It offers useful tools like automated renewals, event calendars, and committee management tools.
ClubExpress offers membership management features like:
- Both a member database and a separate non-members database that allows organizations to stay in contact with prospective members, event registrations, donors, etc.
- Volunteer management tools that track attendance and volunteer hours
- An Interests module that clubs can use to outline specific special interests or activities within the membership
ClubExpress also offers a transparent pricing model that charges based on the number of active members rather than the number of administrative users.
Pros & Cons
Reviewers like that ClubExpress has built-in tools for managing local chapters, volunteer committees, and group communications. On the other hand, some have issues with its website templates feeling dated or limited in terms of customization.
StarChapter: Best for Local Chapters and Volunteer-Led Groups
Overview
StarChapter offers association management software designed to address the needs of smaller local chapters of national professional and trade associations. Because these groups are often run by rotating volunteer boards, StarChapter is built to be accessible and intuitive, helping members quickly transition into leadership roles.
The platform offers membership management features such as:
- Email marketing capabilities that allow users to create and launch targeted emails using member data
- Website and content management tools that make it easy to manage various types of content (blogs, graphics, forums, videos)
- eCommerce features that can integrate with your website to securely manage payment processing
StarChapter also provides robust onboarding support to ensure that volunteer transitions do not disrupt chapter operations.
Pros & Cons
Users like that the software offers features tailored to volunteer-led chapter boards’ unique operational needs. However, some do note that they struggle to implement complex membership tier structures or pricing rules.
MemberPlanet: Best for School Groups and Greek Organizations
Overview
MemberPlanet offers an easy-to-use suite of tools for chapters, school groups, booster clubs, and Greek organizations looking to manage memberships and raise funds. It focuses heavily on simplifying communication, event registration, and digital payment processing for both administrators and members.
It includes features like:
- Various communication features, such as group text messaging, emails, and surveys
- Fundraising tools like donation sites and supporter pages
- A user-friendly website builder for connecting with current and prospective members.
Pros & Cons
Reviewers praise MemberPlanet for how easy it is to set up payment forms, donation campaigns, and dues collection. However, they have problems with the user interface, saying that it can become clunky and difficult to navigate when managing large datasets.
Raklet: Best for Local Networking
Overview
Raklet is a community and membership platform that caters to associations, clubs, businesses, and community groups. It centralizes core CRM capabilities and tools like digital membership cards and automated messaging into a clean, modern interface.
Specific features Raklet offers include:
- Digital membership cards that make it easy to track members’ statuses for gyms or clubs
- Member engagement tools like discussion boards and email campaigns
- Member directories with customizable filters for member use (e.g., a directory of members living in their area)
Pros & Cons
Raklet users like the platform for its modern user interface that is easy for both members and backend administrators to use. However, some noted problems with the email builder, citing a lack of advanced design and formatting capabilities found in dedicated marketing software.
GrowthZone: Best for Chambers of Commerce and Real Estate
Overview
GrowthZone is a robust association management system that serves the specific needs of Chambers of Commerce and Real Estate associations, as well as other types of professional associations. It offers tools to support association leadership, marketing, continuing education, and member services.
GrowthZone offers features such as:
- Highly customizable membership structures that mirror the professional landscape
- Native tools for tracking continuing education credits and certifications
- Marketing and community-building tools that keep associations at the top of members’ minds
Pros & Cons
Reviewers note that they like GrowthZone for its tailored features and marketing tools for member recruitment. But, some mention problems with a lengthy onboarding process that can require significant time and effort from internal staff to execute properly.
MemberLeap: Best for Budget-Friendly Management
Overview
MemberLeap offers association management software for small to mid-sized organizations.
Its specific features include:
- A full-featured member database to track member data, membership plans, categories, and notes, along with custom fields
- An integrated waiver tool that can be used during enrollment, renewal, event registration, and more
- Nomination and election tools to help manage leadership election processes across your membership base
MemberLeap is intended to be a cost-effective solution for managing budget-conscious associations’ foundational needs, including member databases, event registration, billing, and website hosting. This allows smaller organizations to move on from spreadsheets and manual tracking without committing to an enterprise-level software budget.
Pros & Cons
MemberLeap users like the platform for its budget-friendly and accessible pricing model that caters to small organizations. However, they do note that the administrative interface and website builder look dated and lack modern design aesthetics.
8 Essential Membership Management Software Features
No matter what kind of membership program you operate, there are several essential features you should look for in new membership management software, including:
1. Robust member profiles
All membership software should store necessary member information, such as members’ names and contact details. But more sophisticated solutions will automatically populate specific information, such as:
- Event attendance: When your members attend an event, your membership CRM should record the type of ticket they bought as well as any add-ons they opted into.
- Connections: Your membership CRM should reflect relationships between members, like membership in the same chapter or employment at the same workplace.
- Membership level: Your CRM should apply badges, special permissions, or discounts based on membership level when members make online purchases.
For example, Fonteva’s member profile platform allows members to input basic information such as job titles and contact information, link their social media profiles to connect with members on other platforms, and keep track of their subscriptions:

When your association can build and maintain robust member profiles, you can segment your populations by membership level, events attended, and interests to strengthen your communication strategies (e.g., sending personalized recommendations of sessions they might enjoy during your upcoming conference).
Additionally, encourage members to keep their profiles up to date to foster engagement in the member community. For example, if a member updates their profile to show that they recently attended a conference, another member who attended might initiate a conversation about the keynote speaker.
2. Automatic member renewals
Your members want to reap the benefits of joining a strong network of like-minded professionals. These connections are symbiotic—members offer each other career advancement opportunities and share advice.
To maintain the strength of these networks as a member benefit, member retention is essential. Automating the renewal process can dramatically increase the likelihood of members renewing. Automation simplifies renewal for your members and staff members tasked with notifying them.
Look for software that can identify individuals whose membership is up for renewal, and then send them automated renewal reminders. These reminders should be:
- Timely, giving your members plenty of time to pay their dues before their membership expires.
- Recurring, to keep renewal on your members’ minds without annoying them.
- Personalized, with your members’ names and a link directly to a renewal form.
Ideally, your membership software should also offer the option to automate other communications, like welcome messages for new members and expiration notices for members who don’t renew in time.
3. Event management
Choosing a solution with event management capabilities is the best way to streamline the planning process and give members a smooth experience from start to finish. Your event planning team will be able to:
- Eliminate manual data transfer from a third-party platform, saving time and promoting accuracy.
- Avoid implementation and integration costs from a second software solution.
- Upsell memberships at registration, then apply member benefits to the same purchase.
- Empower local chapters to plan events.
And those are just the benefits to your planning team. Your members could get automatic discounts, priority registration, and access to exclusive opportunities or resources when they register.
4. Payment processing
eCommerce and payment processing solutions are crucial for managing member dues and driving non-dues revenue for your organization.
Once you find the best payment processor for your association, ensure that your membership CRM will integrate seamlessly with it. For example, Fonteva’s payments solution is built on Stripe which integrates with the core Salesforce CRM.
This solution should track and manage:
- Membership purchases.
- Member dues, including recurring payments.
- Registration and ticket purchases.
- Refunds and deferred invoices.
- Prices for online purchases.
Your membership software should also produce reports with this data, giving your administrative team a birds-eye view of your finances.
5. Analytics and reporting
There’s nothing more valuable to an association’s long-term goals than comprehensive analytics.
The best membership CRM makes it easy to create custom reports for different departments, special committees, and projects with:
- Reporting on standard as well as custom fields.
- Simple customization interfaces (no coding required).
- Easy export to common file types.
Keeping track of everything from fundraising metrics to non-dues revenue helps your organization grow by allowing you to set data-driven goals that move the needle. Plus, you won’t have to learn how to use complicated reporting software that’s separate from your central system.
6. Online self-service member portals
Beyond the member profiles we mentioned before, you need to be able to empower your members to take control of their engagement with options such as:
- Full agency over their membership tiers.
- Easy online event registration and check-in.
- Online networking and communication outlets.
- Continuing education, certification, and accreditation options.
Members will want to continue or expand their engagement with your association when you offer them a smart membership CRM that improves their interactions with your organization and helps them further their careers.
7. Member communities
When you invest in an association membership software solution that allows your members to actively interact with other members, you empower your members to build and expand their own communities and networks. Similar to member profiles, these communities give members a way to connect and network with their peers.
For example, your association might set up discussion forums where members can talk about the latest industry trends or ask questions.
The benefits of offering member communities include:
- Increased online collaboration.
- Increased participation in accreditation and continuing education courses.
- More effective in-person events.
When members can own their experiences with your association, they’re more likely to stay involved year after year.
8. Full database customization
Your members rely on your association’s ability to meet their expectations, so you should have a software solution that meets yours.
When looking for membership software, choose a system that allows you to customize your database. Depending on your association, this could look like:
- Customizable member fields, so you get all the information you need and none you don’t.
- Member segmentation options, so you can analyze your members and conduct targeted communication efforts.
- Customizable views, so your staffers can always see the most relevant information for their daily tasks.
Additionally, look for a cloud-based solution over one that is locally hosted. These systems are more scalable, offer considerable storage and flexibility, and have more processing power. Plus, there is no software installation process or hardware implementation, and you’ll automatically receive maintenance and updates from the provider.
Membership Management Software FAQ
What are the benefits of membership software?
Comprehensive membership software helps you keep tabs on your members, optimize their experiences, and boost engagement and retention. The right solution will allow your organization to:
- Accurately map connections. Members can update their profiles with additional details, allowing them to find connections to other similar profiles automatically updated in the centralized, searchable database.
- Easily manage chapters and join committees. Invite members to join virtual user committees to participate in special projects. Manage permissions, events, and mission statements within those committees.
- Streamline management of fees and forms. Centralize payment and reminders for fees, dues, and donations, plus any necessary forms, with easy desktop and mobile access for members.
- Give members more independence. With a self-service portal, members can completely own their association experience. They can search member directories to make connections and register for events through the software.
These benefits culminate in a better understanding of your members, which you can use to tailor the opportunities and benefits you offer. Additionally, you can proactively identify members who may be at risk of lapsing and start making efforts to preserve the relationship.
How is membership management software different from a standard CRM?
Standard customer relationship management (CRM) systems are typically used by businesses to track sales pipelines and general customer interactions, while membership management software is built to oversee the unique lifecycle of an association member. A generic CRM would struggle to track niche data points such as CEU credits or membership renewals without extensive customization. This makes specialized software a more cost-effective, efficient, and intuitive option.
Can membership software handle complex memberships?
Yes, robust membership software is designed to handle complicated hierarchies that go beyond simple individual memberships, including tiered memberships or those for trade associations.
For instance, many trade associations manage “organizational” memberships where a company pays the dues, and the benefits flow down to their employees. Comprehensive software helps you to map these relationships so that all linked employee memberships are automatically updated when something changes on the organizational level.
What should you consider when choosing membership software?
As there are so many membership management solutions to choose from, it’s essential to keep your association’s unique needs in mind when evaluating your options. Consider these factors during your search:
- Budget: Determine how much of your budget your organization can allocate toward its association management technology, including licenses and external services. Keep in mind that custom-built solutions tend to require larger investments of time and money.
- Core priorities: Decide which factors are most important to your association. These may include positive customer reviews, quality tech support, integration ecosystem, ease of use, reliability, or security. Consider creating a scale with these priorities and rank the tools you are considering against each priority.
- Customization: Purchasing a highly specialized solution might pay off in the short term, but it can limit your association’s long-term growth. The best membership management systems offer stellar baseline services and access to specific point solutions to address new needs as they arise.
- User reviews: One of the best ways to learn about a software solution is to see what real users think. Browse review sites like Capterra and ask other associations about their experiences with the software.
- Scalability: Enterprise-level associations can’t afford to run into limits on storage space, member profiles, event pages, or administrative or user profiles. Before investing in membership database software, project the number of administrative and user profiles your association will need, and choose the solution that offers room for realistic growth.
- Integrations: When choosing a new membership management software solution, ensure that it will integrate with the other programs your association relies on. For example, would it connect with your CRM, email marketing tool, and payment processor?
- Data migration: Where is your association hosting its current member database? Is your data in a centralized location or spread throughout several point solutions? As you move to a new solution, you’ll need to ensure that your data arrives clean and intact.
Once you’ve considered each of these factors, start narrowing your search. Remember to check out video tours, case studies, and any other resources the provider offers. Always book a demo to see the software in action and schedule sufficient time to ask questions.
Additional Resources
From member recruitment to retention, your association management system is the most efficient tool in your association’s toolbox. Engaging your members in a strong member community starts with the best software available.
You may still have lingering concerns or questions about membership management software options or how to get the best return on investment. If that’s the case, check out these resources:
- Salesforce for Associations: A Comprehensive Guide. Does your organization already use Salesforce? If so, check out this guide on how to use Salesforce effectively for association management.
- Membership Directories | Complete Guide & Best Practices. If your association’s goal is to foster tight-knit member communities, read on to see how membership directories can help you do it.
- Harnessing AI for Associations: Tools & Trends to Watch. Learn more about how associations can use AI ethically and safely to enhance operations and provide better member experiences.

