ReadyMembership Features

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Adjust communications based on previous interactions or personal preferences

Add customized logos and colors to align with company branding

Reminders sent via email

Accounts held by members of an organization

Create and send email blasts/campaigns

Manage tickets for specific events

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Store and organize documents in a centralized system

Accept and process credit card transactions

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Pre-made examples and templates for emails

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Use AI to generate content in the form of text, images, videos, etc.

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Access the system via a mobile application

Gauge satisfaction and receive information for improvement and success

Timed notification for any upcoming task, deadline, appointment, or activity

Accept, record, and reconcile financial transactions

Manage the enrollment and onboarding of all new members and accepted applications

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Registration process to become members by providing relevant information and agreeing to terms

Handle various types of membership based on groupings

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Offers drag-and-drop form building tools to build registration, entry, and payment forms. Supports multiple forms of media attachments.

Displays real-time timers for submission deadlines.

Allows users to create customized landing pages for specific competitions and outline submission guidelines, as well as track timelines.

Allows applicants to view all past and current applications.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Supports creation and management of committees, special interest groups, and sub‑groups.

Creates, promotes, and manages event registration and attendance tracking.

Provides shared calendars and scheduling for meetings, conferences, and association activities.

Track products that are for sale at a reduced price or part of coupon promotions

Record, update and manage waiting lists

Design, communicate, and distribute incentives to perform a specific action

Schedule and manage the logistics of activities and other gatherings

Track and collect membership dues

Built-in website builder or integration with third-party site

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, manage and store the applications of potential future members, customers or candidates

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Database of members to track personal information of individuals and families

Create and update newsletter content to increase engagement

Activities related to raising money for a specific cause

A list of events with their respective dates

Allows members to update profiles, renew membership, and manage their account online.

Stores and updates detailed member profiles and track membership status.

Automatically bill members and process recurring membership renewals.

Online portal through which end users can access the system, manage tasks, or obtain information

Supports event ticketing, event landing pages, and public acknowledgement of award winners.

Automates communications to applicants informing them of final results.

Offers a built-in CRM or integration with CRMs to manage contact information for applicants, judges, donors, and event volunteers.

Creates standard and customizable reports to keep track of KPIs and data points.

Sorts applicant entries and streamlines judging panel assignments. Enables randomized, manual, or category-based assignments.

Enables multiple rounds of scoring to be configured if necessary.

Allows judges to easily score each submission and leave any necessary comments that can be viewed by either judges or entrants.

Consolidates applicant information into a digestible dashboard that judges can customize to view relevant metrics before and after judging.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Integrates with accounting and third‑party financial systems.

Sends segmented email campaigns and automated reminders to members.

Processes secure payments for dues, events, and other fees with invoicing.

Produces reports on engagement metrics like event attendance and communication effectiveness.

Seamlessly integrates with 3rd party websites