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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

MemberSuite offers a comprehensive, integrated SaaS solution designed specifically for association management, allowing your organization to streamline all operations within a single platform. Staff members can utilize the Console to take advantage of our extensive features, while the Portal serves as a self-service interface for your members to engage with. You can oversee member activities, manage different chapters and sections, and facilitate communication through effective email marketing campaigns. The platform also automates the bulk billing of membership fees, sends an unlimited number of payment reminders, and allows you to track the progress of billing runs in real-time. You have the ability to set invoice terms, execute mass billing procedures, and seamlessly export sub ledger entries to your accounting software. By centralizing the contact information for members, donors, and prospects, you can easily keep track of the individuals who contribute to your organization’s success. Additionally, you can monitor the activities of committees and subcommittees while linking them to various organizational layers, chapters, or sections, ensuring that all aspects of your association’s operations are efficiently managed. This all-in-one approach empowers your organization to enhance its effectiveness and member engagement.

Description

MyRolodex serves as a customer relationship management system tailored for luxury concierge and lifestyle management teams. It provides each team member with a personalized profile that captures preferences, family information, significant dates, and past requests, ensuring that there is a seamless transition when a different team member steps in. This platform integrates member requests, vendor details, and billing into a cohesive workflow that includes features for directing requests to the appropriate concierge staff and monitoring booking commissions. Teams can maintain their existing communication methods via phones and email, while conversations remain linked to the corresponding member. Moreover, the billing processes are streamlined to aggregate dues, pass-through charges, and fees into a comprehensive member statement. MyRolodex is specifically crafted for organizations focused on nurturing ongoing, personalized connections with a select group of members, setting it apart from traditional sales-oriented systems. The result is an efficient and tailored approach to luxury service management that enhances member satisfaction and operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GTR Yes 
Microsoft Outlook Yes 
Oasis LMS Yes 
ProgramBook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
The Echo by Event Farm Yes 
Tradewing Yes 
Validar Yes 
fielddrive Yes 

Integrations

GTR No 
Microsoft Outlook No 
Oasis LMS No 
ProgramBook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
The Echo by Event Farm No 
Tradewing No 
Validar No 
fielddrive No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Pricing is tailored to each team. Contact MyRolodex for a quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MemberSuite

Founded

2008

Country

United States

Website

www.membersuite.com

Vendor Details

Company Name

MyRolodex

Founded

2025

Country

United States

Website

myrolodexcrm.com/

Product Features

Association Management

Chapter Management Yes 
Committee Management Yes 
Dues Management Yes 
Election Management Yes 
Email Marketing Yes 
Event Management Yes 
Financial Management Yes 
Fundraising Management Yes 
Jobs Board Yes 
Member Communities Yes 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

Membership Management

Application Management Yes 
Automatic Renewals Yes 
Committee Management Yes 
Dues Management Yes 
Email Marketing No 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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4.8 out of 5 stars