Associations / CRM+
Unify Your Business Communication, Numbers, and More with Our Advanced CRM Solution
From customer interaction to accounting to invoicing, our robust, customizable, and flexible software is designed to make your life easier. Built to support needs across your organization, MemberOS allows for a level of customization you can’t get anywhere else.
From Client Interactions to Business Metrics—See It All In One Place.
Customer History
No more scattered contact lists and disjointed communication. Easily see all history, communication, sales, and interactions with your customers—all in one place.
Accounting
Our automation tools are built to supercharge your accounts receivable efficiency. With lightning-fast invoicing, your team can save time and process payments faster.
Reporting
Get a real-time view of your business vitals, KPIs, client interactions, and key metrics at a glance. Choose from hundreds of pre-made reports, or create your own.
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View a Complete History of Your Contact with a Customer.
Our CRM+ centralizes all your client communication and organizes it in one place, so you can easily see your complete contact history.
We fully integrate with your email, meaning if you send or receive emails within the system, it will automatically log that interaction in the customer’s file. Our RingCentral integration gives you full in-bound and out-bound call handling as well.
Easily Manage and Segment Your Customers
Easily group and segment customers based on preferences, purchase history, and interactions, so later you can laser-target your marketing, messaging, and offerings to each individual segment.
Get a Real-Time View of Your Business with Customizable Dashboards
Gone are the days of having 5,000 different reports and graphs siloed in different spreadsheets. Our CRM+ lets you access real-time data at a glance—however you want to view it. With our custom dashboards, you choose the KPIs and insights that’re most important to you and the health of your business.
You can even share these dashboards and reports with others in your business, whether that’s your team, other key leaders, or your entire company. It’s up to you.
First Class Customer Support.
Best-in-Class User Experience.
From onboarding to ongoing training and support, you always have an expert in your corner with MemberOS. We teach your team to set up, customize, and master our features.
MemberOS’ customizable interface partners with your teams to increase cross-department productivity, reduce duplicate data entry, and streamline your key processes.
Unify Your Tech Stack
MemberOS is an integrated solution for all of your business needs, so you can create a unified experience for your members AND yourself.
Subscriptions & Memberships
CRM & Omni-Channel Management
Accounting & Reporting
Expo Floorplans & Ticket Sales
Forums, Paywalls, & Event Calendars
Newsletters
Don't Just Take Our Word for It.
Thousands of media properties and media businesses trust our CRM software to increase their sales potential. But don’t just take it from us. Check out our Capterra reviews to see what verified MemberOS customers have to say about our software.
“Customer service with MemberOS has been amazing. Anytime we have had issues they have walked us through. The training videos are extremely helpful as well.”
Kelly F.
Publisher
“Implementation of the MemberOS software was a game-changer. Our departments are all utilizing the same source for information for the first time in our company’s history.”
Mike P.
CEO
“MemberOS is by far the very best cloud-based CRM and all-in-one publishing solution in the media business.”
Sean D.
President & Publisher
“We switched from our old platform 2 years ago and could not be happier. The system is so user friendly and the customer service far exceeds any other CRM I have used.”
Colleen D.
VP of HR
