Membership Management Software

There is nothing I truly dislike about Novi. I would say a challenge of ours that has to do with our own capacity, is staying abreast of the features from releases. I've never opened Novi and felt 'lost,' but there have been times when we've realized that a feature that has already been released could improve our own workflow. Novi publishes easy-to-read release notes, hosts webinars on big releases, has a plethora of helpful support articles, and is incredibly easy to get ahold of for questions. Again, this is on us for our ability to implement process changes, not on Novi. Review collected by and hosted on G2.com.

Novi has streamlined so many processes for us. The integration with QBO reduces administrative burden, the committee management helps us keep track of volunteers and their meeting attendance (automatically!), collects NPS scores, helps us identify which of our members may be at risk for non-renewal, offers pre-built and custom reports to create any report you could possibly need, and serves as an integral part of our business operations. Review collected by and hosted on G2.com.

While the platform is excellent, we have found that system upgrades sometimes take longer than expected. Review collected by and hosted on G2.com.

It streamlines our administrative workflows by maintaining a clean and well-structured database. It helps us maintain database integrity while keeping all our member information easily accessible Review collected by and hosted on G2.com.

With our current version, which hasn't been updated yet, the data analytics could have more options. Review collected by and hosted on G2.com.

We use Ready Membership for the CMS, CRM, Events, Payments and Email Centre. Each of these provides a solution. The CMS is great - very intuitive and allows us to easily update our website and provide our members with diverse and highly customisable content. The CRM allows us to track membership, follow individual members and categorise different groups of members. The Events function is wonderful, as it allows us to create a range of events with details and communications. We are able to charge various amounts for different types of registrations and include sub-events (which is how we are creating the event page for our conference). Payments are effective and there is a flexibility for the members and our staff. The Email Centre is great for communicating with members as a whole, and groups of members. Review collected by and hosted on G2.com.

It will take quite a bit of time to set up and configure your account. You may need to allow more time for the setup process than your implementation manager will want you to take, so keep this in mind when planning. Also worth noting is that you have an allowance for events and contacts and if you want to increase that, you will need to amend your contract with Glue Up. Review collected by and hosted on G2.com.

We have been able to combine data from multiple sources, and this has been a big time-saver. We also use the platform for membership management, which has made tracking membership expiration much more efficient than it was previously. Finally, the ability to manually approve event registrations is essential for us and we use it extensively for our largest annual event, which has also saved us a lot of time. Review collected by and hosted on G2.com.

Some of our processes and policies are a bit unconventional, and the options for customization in those areas are somewhat restricted. As a result, we've had to come up with creative workarounds to function effectively within the system. We've also encountered a few challenges with the setup of the web store, but we've been able to manage and make it work for our needs. Review collected by and hosted on G2.com.

Since we have a small team, it's important for us that everything is user-friendly and accessible to everyone for collaborative work. It's also preferable to minimize the number of programs we need to buy and manage. GrowthZone meets both of these requirements for us. Review collected by and hosted on G2.com.

Just like any software, it can be down for some period of time and that means we don't have access to profiles at that time and therefore cannot provide the service we would like to provide until it comes back up again. Review collected by and hosted on G2.com.

Dashboard assists with providing us with the relevant information regarding sellers profiles which helps us in achieving our overall goal of providing the best service to our clients. Review collected by and hosted on G2.com.

Honestly, I do not have any complaints. I suppose if I had to say anything in the "dislike" category, it is that there are so many capabilities that it can be a bit overwhelming for the first few hours (although I feel like I was easily up and running before my first day of development was over). Review collected by and hosted on G2.com.

I use it to offer online content restricted to a specific set of users (courses and other pay-for-access content). MemberPress has enabled me to do this in a fraction of the time it would take me to develop this myself, and with a way better outcome Review collected by and hosted on G2.com.

The content editor can have glitches at times. I've noticed that it can add extra characters after publication and can be finicky with special characters. Additionally, it is very important to save work if you are working on the same content for a long time - I've experienced (the hard way) that you could be logged out of your account and lose all your work. Review collected by and hosted on G2.com.

I often need to update the content of our website - MemberLeap makes this frequent updating easy and the layout looks great! Review collected by and hosted on G2.com.

It was a little hard to integrate with Re: Members Review collected by and hosted on G2.com.

We need to quickly share information with state members and have a way for them to share resources and ask questions Review collected by and hosted on G2.com.

I was also able to discover that its integration with our existing accounting software was challenging to implement. Invoicing is a procedure that includes several stages, and the customization of templates in invoices is not convenient. Review collected by and hosted on G2.com.

I spend on administrative work that ChamberMaster has greatly helped me to improve on the task of managing my chamber. The information about the members is now easily retrievable, and the process of organizing events has been made easier. Review collected by and hosted on G2.com.

1) limitations to see members across chapters

2) limited capability to create one newsletter and then copying other different chapter

3) No phone support or support on weekends or Canadian holidays

4) limited CRM capabilities

5) SEO limitations Review collected by and hosted on G2.com.

It hasn't worked for us after a significant investment of time and money. Review collected by and hosted on G2.com.

There’s a bit of a learning curve at the beginning, especially if you’re transitioning from a simpler system or spreadsheets. Some of the customization options can feel a little overwhelming until you get the hang of it. I also wish a few of the reports were a bit more intuitive right out of the box. I’ve had to play around with filters and settings to get what I need. That said, the support team and knowledge base are super helpful, and once you get comfortable, it’s a really powerful tool. Review collected by and hosted on G2.com.

Before Neon CRM, we were juggling donor data, emails, events, and reporting across multiple platforms — and it was easy for things to slip through the cracks. Neon has centralized everything in one place, which has saved us time and helped us stay more organized. It's made it easier to build relationships with donors, track engagement, and follow up consistently. We're also seeing better data insights, which helps us make more informed decisions and show real impact to our supporters. Overall, it’s helped our small team feel more confident and capable in managing growth. Review collected by and hosted on G2.com.

The main problem with this tools is it's monthly subscription plan which is too costly for us as they charge it everytime on a monthly basis and we have small employees group who all are active on this platform. So, for us it has not been that affordable so far but trust me it is a good people management software mostly for large companies having multiple employees groups. Review collected by and hosted on G2.com.

Our experience has been gradually improved because they have worked alot on their interface and also made the software more user-friendly from in these last few months. There were lots of glitches in their web version but now they have a clean and better user interface and that makes much easy for our team to manage employees group well and keep track record of all the little and important details about them. Review collected by and hosted on G2.com.

They can improve their customer support and can make their user interface more interactive. Review collected by and hosted on G2.com.

As an association management it provides users to track expenses, process invoices, and generate financial reports. Review collected by and hosted on G2.com.

The person - account setting is fine, works great. But it does present challenges when you try to work with 3rd parties who 'integrate' with Salesforce. The person-account is something they need to understand and handle, which evidently is not common. You cannot 'create contacts' directly from an API, you have to let Salesforce create the person-account, which will automatically create the connected 'contact' object and be properly linked. This is Nimble's problem only because Nimble uses the person-accounts setting of Salesforce.

The basic Nimble license (based on a Salesforce PLATFORM license) does not include several objects that Salesforce itself might include if it were a regular Salesforce license. (Campaigns is one example). You may need to make sure you have the correct licenses for objects you will need.

When we first went live in 2017, Nimble didn't have a lot of hands on training for those who would be administering Nimble and Salesforce. I believe this may have improved since then. I wish they had short 'how-to' videos for super-users/admins. They have great documentation, but I am the "show-me" kind of learner.

Understanding that they are not the Salesforce guru for you & their best expertise is their own product - at the beginning, not being already a Salesforce guru myself, it was painful figuring out what was Salesforce and what was Nimble. I get it now, but not so much when I started. Review collected by and hosted on G2.com.

Our complex online join needed us to tweak the Community Hub, but is working great. We reduced all physical paper needed to be submitted in order to be considered as a member. We do not let anyone join automatically w/out a human review, but the process is so much better now.

The member web interface is almost out-of the box. It is easy now for our members to buy products, register for events, and edit their own data online.

The annual renewal is done with payments online using the Express URL featurer after the bulk renewals are run - No more mailing of renewal notices and hardly any checks have to be processed.

Easy way to manage committees, new events, and manage the relationships of people to companies and companies to companies in rosters. Review collected by and hosted on G2.com.

Hopefully most of these "sour grapes" will go away once we implement both Fonteva Payments AND Fonteva Platform 15.0.

As said "sour grapes" come mostly from having to do extra work when handling credit notes and memos over multiple SO's.

Yes, we were given a workaround, but no, one cannot use a workaround for too long as it hurts adoption. Review collected by and hosted on G2.com.

Everything eCommerce on Salesforce, of course. It also shapes and manages our Stripe Payments. Spark Admin, we are now finally digging into the more advanced features, and how they can help us be more productive with some chores and features, such as Rollup Summaries (for Lookup Relationships) Review collected by and hosted on G2.com.

It would be really helpful if there were a way to preview the form as members will see it while you're creating it. Review collected by and hosted on G2.com.

MemberClicks serves as a comprehensive platform for our organization, storing all of our data in one place. It streamlines the membership join, renewal, and registration processes, manages payments, and supports our fundraising efforts. The software also assists with website management and provides an Event Speaker Evaluation tool. Additionally, it features a dedicated microsite for conferences with advanced editing options, and it allows us to track educational credits as well as committee activities. Review collected by and hosted on G2.com.

Some support tickets take a while to receive a response. Review collected by and hosted on G2.com.

Organization of records and ease of editing records on the backend to help our members. Review collected by and hosted on G2.com.

I would like to be able to import data to any table, including invoices, payments, etc. THere are a few things that can be imported, but there needs to be many more.

I am disappointed that I am limited to using specific merchant services. We have an alliance with a service that we had to stop using when we moved to MemberSuite.

Our users sometimes have difficulty accessing and interacting with their portal accounts. Review collected by and hosted on G2.com.

Make sure you understand the capabilities and limitations Review collected by and hosted on G2.com.

Ease of member experience, accurate financials, intuitive processes for our staff. Review collected by and hosted on G2.com.

Hard to learn for new users and also high cost of Implementation. customer support is bit slow. Review collected by and hosted on G2.com.

One of the main benefit is robust industry specific functionality for helps to streamline the complex processes. Review collected by and hosted on G2.com.