Member365

Member365

Centralized dashboard for member-based organizations

4.3/5 (20 reviews)

Member365 Overview

What is Member365?

Member365 is an online platform designed specifically for associations and member-based organizations to help increase memberships, automate everyday data-driven tasks, and strengthen member engagement. The all-in-one solution eliminates the need for managing multiple applications by providing one centralized dashboard, and ensuring a seamless membership application and renewal process. Member365 helps associations including think tanks and nonprofits to facilitate the processes of managing membership applications and renewals, event management, member engagement, email marketing, payment processing, and more. The solution also provides tools for improving member engagement and collaboration by offering services such as certification, online training, as well as collaboration workspaces and job boards. Users can manage both member and non-member contacts within the platform using the integrated CRM. Users can get a 360-degree view on each contact’s activity, and connect them to events, notes, call logs, and purchase history to gain deeper insight into member data. The member portal grants members the access to self-service features that help reduce administration time including renewal forms, membership upgrades, credit card payments, as well as the option to download invoices and receipts. Member365 enables users to sell products and services with an integrated online store including a product catalog, shopping cart, and payment processing. Users can view monthly sales reports, and manage order fulfillment with automated email alerts that notify when an order has been placed. An additional fundraising feature that includes email marketing lets users run multiple campaigns directly from the Member365 dashboard.

Member365 Overview

Pricing

Starting from
US$149.00/month

Pricing options

Free Trial
Subscription
Value for money

Member365 Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English, French

Screenshots

Member365 screenshot: Follow the 6-Step Quick Launch to migrate from an existing system to Member365
Member365 screenshot: Follow the 6-Step Quick Launch to migrate from an existing system to Member365 Member365 screenshot: Member and non-member contact record management Member365 screenshot: Password protected members-only area for communication, collaboration and networking Member365 screenshot: Create and sell a test or quiz in the online store

Member365 Reviews

Member365 Reviews

Overall rating
4.3
/
5 20 reviews
Excellent
7

Very good
11

Average
2

Poor
0

Terrible
0

Value for Money
4.3
Features
4.4
Ease of Use
4.2
Customer Support
4.2
90% recommended this app
Cynthia T.

All in one place

So excited they now have a chat function. We run our Member365 only with volunteers, and not all of them are that tech savvy, so it's great to have the extra help when you need it. Once it's set up, you are good to go.


Verified Reviewer

A mixed bag

Member365 replaced a completely archaic and inadequate system for us, and in that sense is a major step forward in analytics, event management and most reporting. We were aware of some limitations when we selected it, but were surprised by others once we got deeper into the implementation. It works well as long as it fits your processes. We have found work arounds for most challenges, but be aware that compromises may be necessary unless your operations match its functions closely. The limited customization in some functions needs expansion. It is important that a potential client request detailed custom demonstrations of how THEIR business can be accommodated within M365. If you expect a highly user-customizable experience, this product may not be for you.
Support is generally responsive within a reasonable time frame, and usually helpful. However, at times (including with the Directory issue referenced above) it seems as though not everyone knows what is going on, and they are hesitant to offer timelines for "repairs" or new features. They DO make regular software updates, and have rolled out a couple of helpful new features in the year we have been using it.
Overall, Member365 appears to be a system written and supported more by programmers/technical staff than by people with real-world experience running associations. It is a decent product at a realistic price for many non-profits, and hopefully it will mature further as new features are added.


Natalie T.

Member365 software gets better by the day, with new features being released every week.

One of the best things about the Member365 system is that the developers are continually working on updates, and they get released to the customers. Our organization uses this system at a high level, and every time we think "it would be really great if the system could do THIS"....a new update to the system comes out over the next couple of weeks to answer our prayers! So the system is very "fluid."

The customer service has been a strength as well - the sales and technical teams have been in contact with us throughout the entire process, and are quick to answer concerns. They have rarely ever told us "that can't be done." They generally say that everything can be done, and they discuss as a team how to give us what we need.

The software is pretty user friendly. After a week it is easy to become very familiar with the day-to-day aspects of the system. However the software is so robust that after three months we have yet to get into all of the features.

Our most successful part of the software has been the Continuing Education (CE) portal. It took a few extra weeks to get exactly what we wanted, but it was worth it. Our members now enter their CE on their own, and it works very well. We have a lot of CE "rules" and the system manages everything as well as we had hoped.

Our biggest hurdle has been getting the financial aspect of the software to align with our accounting needs - however the developers have been in daily contact with our accountant to ensure that the system ultimately gives us exactly what we need. This goes back to the "fluidity" of the system - if you need something, it can be created and added to the system at any time. You just have to ask!


Randy R.

Happy 'ish

Our organization signed up to use member365 just this past summer and the on boarding support was excellent. I do find the site fairly easy to use with navigating through some aspects not necessarily intuitive. When creating events, the publish button on the bottom is sometimes not as visible as it could be which did initially create great frustrations when creating tickets and having them disappear.

The support I found in the last month has been slower to respond then I had hopped. I did have to send a second email checking on the update of one issue and still haven't heard back regarding another (sent Oct 18). Fortunately we have been able to work around these issues, but I would expect a better response then that.


Imbaw S.

Member365 is meeting our complex requirements.

The Member365 product has advanced greatly since we started working with it. At first I didn't think it would be able to meet our complex multi-sport offerings but I have since been proven wrong. We use Member365 to register numerous adult membership categories as well as youth sport camps. We checked out other solutions and did not find anything that could match Member365 in quality for price. Looking forward to continuing to work with Member365 and I would recommend that other recreational sport groups give it a try.


Cynthia T.
Industry: Food & Beverages
Company size: 51-200 Employees

All in one place

Used Daily for 2+ years
Reviewed on 19/12/2018
Review Source: Capterra

So excited they now have a chat function. We run our Member365 only with volunteers, and not all of them are that tech savvy, so it's great to have the extra help when you need it. Once it's set up, you are good to go.

Pros

Once you get the hang of it, this software helps manage the back-end of an organization. Make sure to take advantage of onboarding features.

Cons

It takes a bit of time to get used to all the features since there are so many of them!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Music
Company size: 13-50 Employees

A mixed bag

Used Daily for 1+ year
Reviewed on 24/08/2018
Review Source: Capterra

Member365 replaced a completely archaic and inadequate system for us, and in that sense is a major step forward in analytics, event management and most reporting. We were aware of some limitations when we selected it, but were surprised by others once we got deeper into the implementation. It works well as long as it fits your processes. We have found work arounds for most challenges, but be aware that compromises may be necessary unless your operations match its functions closely. The limited customization in some functions needs expansion. It is important that a potential client request detailed custom demonstrations of how THEIR business can be accommodated within M365. If you expect a highly user-customizable experience, this product may not be for you.
Support is generally responsive within a reasonable time frame, and usually helpful. However, at times (including with the Directory issue referenced above) it seems as though not everyone knows what is going on, and they are hesitant to offer timelines for "repairs" or new features. They DO make regular software updates, and have rolled out a couple of helpful new features in the year we have been using it.
Overall, Member365 appears to be a system written and supported more by programmers/technical staff than by people with real-world experience running associations. It is a decent product at a realistic price for many non-profits, and hopefully it will mature further as new features are added.

Pros

The events module in particular works well for almost all of our event registration and activities. It lacks complex calculation abilities, but generally work arounds can be found. In general it is a good system for a reasonable price. The user interface is attractive and offers good customizable options for communicating with members. The membership options are generally sufficient, although designed in a somewhat odd way. Buyers need to dig deep during the evaluation stage to be certain its limitations are acceptable.

Cons

The level of user customization could be improved in order to better reflect the nature of each organization's operations. Also, some data is stored with the individual's specific membership, RATHER than with the member themself. So for example, the "member since" date will change if the membership type is changed; that's not helpful when tracking an individual's history with the organization. Their search engine is rather odd, looking at members' names as well as street addresses - so a search for a last name of "Wood" also returns a long list of members who live on "Woodlawn Street" or in "Woodfin, NC". The reporting is usually adequate, and customized lists can be generated. But if a company considering this product needs any very complex or detailed lists, ask for a demo of the SPECIFIC detail needed. For example, we have to combine two exported spreadsheet lists to get websites included; some reports do not include them.
Most disturbingly, without notice to their clients Member365 turned off the display of opted-in personal information in the online Membership Directory, across their entire platform. This was apparently in response to the spring 2018 change of European privacy regulations. However, most of our members do not HAVE "organizational" info to display, and this step made our Directory useless. Apparently many clients objected, and in short order M365 promised a restoration "soon". It has been 3 months, and still no estimated date of restoration.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Natalie T.

Member365 software gets better by the day, with new features being released every week.

Reviewed on 14/12/2015
Review Source: Capterra

One of the best things about the Member365 system is that the developers are continually working on updates, and they get released to the customers. Our organization uses this system at a high level, and every time we think "it would be really great if the system could do THIS"....a new update to the system comes out over the next couple of weeks to answer our prayers! So the system is very "fluid."

The customer service has been a strength as well - the sales and technical teams have been in contact with us throughout the entire process, and are quick to answer concerns. They have rarely ever told us "that can't be done." They generally say that everything can be done, and they discuss as a team how to give us what we need.

The software is pretty user friendly. After a week it is easy to become very familiar with the day-to-day aspects of the system. However the software is so robust that after three months we have yet to get into all of the features.

Our most successful part of the software has been the Continuing Education (CE) portal. It took a few extra weeks to get exactly what we wanted, but it was worth it. Our members now enter their CE on their own, and it works very well. We have a lot of CE "rules" and the system manages everything as well as we had hoped.

Our biggest hurdle has been getting the financial aspect of the software to align with our accounting needs - however the developers have been in daily contact with our accountant to ensure that the system ultimately gives us exactly what we need. This goes back to the "fluidity" of the system - if you need something, it can be created and added to the system at any time. You just have to ask!

Rating breakdown

Ease of Use
Customer Support

Randy R.
Industry: Higher Education
Company size: 51-200 Employees

Happy 'ish

Used Daily for 1-5 months
Reviewed on 2/11/2016
Review Source: Capterra

Our organization signed up to use member365 just this past summer and the on boarding support was excellent. I do find the site fairly easy to use with navigating through some aspects not necessarily intuitive. When creating events, the publish button on the bottom is sometimes not as visible as it could be which did initially create great frustrations when creating tickets and having them disappear.

The support I found in the last month has been slower to respond then I had hopped. I did have to send a second email checking on the update of one issue and still haven't heard back regarding another (sent Oct 18). Fortunately we have been able to work around these issues, but I would expect a better response then that.

Pros

All the components that exist in the product and the ability to link it to our current web site.

Cons

The only issue I have experienced is the slow or non response of the support desk

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Imbaw S.
Industry: Nonprofit Organisation Management
Company size: 13-50 Employees

Member365 is meeting our complex requirements.

Used Daily for 1+ year
Reviewed on 26/02/2017
Review Source: Capterra

The Member365 product has advanced greatly since we started working with it. At first I didn't think it would be able to meet our complex multi-sport offerings but I have since been proven wrong. We use Member365 to register numerous adult membership categories as well as youth sport camps. We checked out other solutions and did not find anything that could match Member365 in quality for price. Looking forward to continuing to work with Member365 and I would recommend that other recreational sport groups give it a try.

Pros

It's not a custom solution that I have to keep paying to upgrade each year.

Cons

Still in development

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8.2/10
Based on 20 user ratings
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Member365 Pricing

Member365 Pricing

Starting from
US$149.00/month
Free Trial
Subscription
Value for money
Value for Money
4.3/5
Based on 20 user ratings
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Member365 Features

Member365 Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.4/5
Based on 20 user ratings
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Categories

Additional information for Member365

Additional information for Member365

Key features of Member365

  • Approval workflow
  • Automated membership applications
  • Collaboration and self-service
  • Committee management
  • Contact records (CRM)
  • Credit card processing
  • Directories
  • Email marketing
  • Event management
  • Financial management
  • Form builder
  • Fundraising
  • Integrated online store
  • Job boards
  • Learning management
  • List builder
  • Manage both member and non-member contacts in one system
  • Manage distribution lists and templates
  • Manage simple and complex ticket configurations
  • Member portal
  • Member reports
  • Online training
  • Publish member directories
  • Renewals and reporting
  • Subscription settings

Benefits

Member365's smart tagging and smart lists enable users to identify campaigns, tag special member requirements, and identify common interests shared by members.

The 360-degree view feature allows users to view every contact's history and activity, without managing multiple data sources and spreadsheets.

The solution provides instant access to real-time membership reporting, so users know which members are active or lapsed.

Member365 lets users broadcast eNewsletters to members and non-members, as well as send automated reminder messages for member renewal, event registration and surveys.

Member365 provides users with free automated software updates ensuring the latest version.

Member365 FAQs

Member365 FAQs

Below are some frequently asked questions for Member365.

Q. What type of pricing plans does Member365 offer?

Member365 offers the following pricing plans:

Starting from: US$149.00/month

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Member365?

Member365 offers the following features:

  • Approval workflow
  • Automated membership applications
  • Collaboration and self-service
  • Committee management
  • Contact records (CRM)
  • Credit card processing
  • Directories
  • Email marketing
  • Event management
  • Financial management
  • Form builder
  • Fundraising
  • Integrated online store
  • Job boards
  • Learning management
  • List builder
  • Manage both member and non-member contacts in one system
  • Manage distribution lists and templates
  • Manage simple and complex ticket configurations
  • Member portal
  • Member reports
  • Online training
  • Publish member directories
  • Renewals and reporting
  • Subscription settings

Q. Who are the typical users of Member365?

Member365 has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Member365 support?

Member365 supports the following languages:

English, French

Q. What type of pricing plans does Member365 offer?

Member365 has the following pricing plans:

Subscription

Q. Does Member365 support mobile devices?

We do not have any information about what devices Member365 supports

Q. What other apps does Member365 integrate with?

We do not have any information about what integrations Member365 has

Q. What level of support does Member365 offer?

Member365 offers the following support options:

Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials