Flexible Membership Plans

Offer monthly, yearly, or lifetime options, with the ability to provide free tiers, paid trials, or direct paid memberships for individual as well as group.

Trial and Renewal Options

Create trials with or without payment details, and support grace periods to make renewals easier for members.

Member Access and Benefits

Control access to newsletters, community spaces, and other member-only resources.

Adjustable Membership Pricing

Easily manage membership pricing for individuals and groups, adjusting for duration and number of members.

Custom Package Branding

Highlight packages with badges, logos, and custom text, appearing wherever your packages are featured.

Allow members to sign up seamlessly through your website or directly from the community portal using Google and Facebook logins or email verification.

Simplify the process by sharing secure links that help members set up their membership with ease.

Set up and manage new memberships directly within Salesforce for complete control.

Flexible Membership Controls

Pause, extend,close, upgrade, or downgrade memberships as member needs change.

Payments and Billing Management

Update payment details, share secure links, mark transactions as paid, and generate invoices with ease.

Group, Community, and Growth Management

Organize group memberships, assign points of contact, and manage member access, while driving growth through promotional codes, special offers, and referral codes that reward members for inviting others.

Use reports and dashboards to reduce churn, boost engagement, and gain insights into member activity.

Smart Package Switching

Automatically adjust membership packages for upgrades or downgrades, ensuring uninterrupted access without creating new memberships.

Automated Membership Status Management

Automatically pause, downgrade, or move memberships into grace when trials expire, payments fail, or grace periods apply, and deactivate lapsed or paused members to keep community access current.

Renewals and Payment Follow-Ups

Automatically renew memberships based on billing cycles and send timely reminders for upcoming or failed payments, reducing missed payments and manual effort.

Notify members instantly when memberships are paused, cancelled, or in a grace period.

Monitor member activity through logins, and renewals to identify engagement trends.

Members can log in using their username and password, or choose quick access with Google, Facebook, or email verification.

Manage Payment Details with Ease

Update or change saved payment details directly from the portal.

Control Your Membership Plan

Upgrade to a higher package, pause when needed, or close your membership and add members to the plan.

Manage Your Membership Profile

Easily update your profile to keep information precise and up to date.

Make it simple for members to sign up and stay updated on all their events.

Featured industry solutions

Customize membership packages and benefits with flexibility.

Simplify membership setup and onboarding.

Manage memberships through connected workflows.

Automate repetitive membership operations.

Strengthen engagement through connected community experiences.

Relevant Insights

Associations & Memberships FAQs

Can we automate member communications?

Member communications such as emails, reminders, and notifications can be automated based on member activity, reducing manual effort and improving engagement.

Does this solution support online payments for memberships?

You can accept payments using multiple payment methods including credit cards, direct debit, and digital wallets. All transactions are linked directly to member records for accurate tracking. To know more, click this link.

Is this solution scalable for growing organizations?

Whether your membership base has hundreds or hundreds of thousands of members, our solution scales to support growth without affecting performance.

Can members sign up through my website?

Members can join directly from your website or via secure payment links sent via emails.

Can members manage their own memberships?

Every member gets their own personal portal access. Members can upgrade, pause, or close memberships directly through the portal.

Can membership levels or tiers be managed?

Membership levels or tiers can be configured with unique benefits, pricing structures, and renewal schedules to suit different member segments.

Can I manage recurring memberships and lifetime memberships?

Our solution allows you to manage both recurring and lifetime memberships. Automated reminders and renewal notifications ensure members never miss a cycle.

Can I see reports on member activity?

Our membership package includes custom dashboards and reports that give you a real-time view of member engagement scores, renewal rates, payment history, and membership growth trends.

How do members update their payment details or view benefits?

Members can log in to a secure self service portal. They can update personal information, view benefits, check payment history, and access programs anytime.

Can we send personalized communications to members?

Salesforce allows segmenting members by interest, activity, or membership tier to send targeted messages that improve engagement.

Does the solution support group or family memberships?

The solution supports group and family memberships, allowing a primary contact to manage multiple members efficiently under a single account.

Can members pause or suspend their memberships?

Membership status can be updated to paused, suspended, or inactive, while tracking their history for future reactivation.

How do I handle failed payments or declined transactions?

Failed transactions can trigger automatic alerts to both staff and members, and the system can schedule retry attempts to reduce revenue loss.

Can we customize membership benefits for specific groups?

Membership benefits can be customised for different member groups or tiers, with the ability to track and manage these benefits directly within Salesforce.

Salesforce clouds we live in

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Salesforce Platform

Our Salesforce services

Advisory Services

Salesforce Implementation

Salesforce Re-implementation

Salesforce Custom Development

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The industries we serve

Nonprofit Organisations

Wealth Management

Sales Agency

Allied Healthcare

Membership Organisations

Business Services

Featured industry solutions

Payments for Salesforce

Quickstart Solutions

Nonprofit Solutions

Associations and Membership Management

Allied Health CRM

Order to Cash with Xero & Salesforce

Featured industry solutions

Customize membership packages and benefits with flexibility.

Simplify membership setup and onboarding.

Manage memberships through connected workflows.

Automate repetitive membership operations.

Strengthen engagement through connected community experiences.

Relevant Insights

Why Managing Memberships Inside Salesforce Changes Everything

How Membership Portals Strengthen Community Engagement

How to Offer Members More Value Without More Work

Associations & Memberships FAQs