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features 0 out of 5 stars
design 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

Membersy serves as a comprehensive membership management platform, specifically designed for dental service organizations (DSOs) and group practices, and is utilized by countless practices across the country. Its primary goal is to enhance the accessibility of dental services while offering a tailored experience for patients. Among its robust offerings are Membersy Connect, Membersy Payments, Membersy Marketplace, and Membersy Concierge, all contributing to its reputation as a leading solution in the field. The platform boasts over 1 million active subscribers nationwide, showcasing its widespread appeal and effectiveness. By leveraging subscription billing, Membersy streamlines recurring invoicing and payments, boosts member retention through automatic renewals, and minimizes churn with intelligent payment retry systems powered by AI. Furthermore, with Membersy Payments, users can effortlessly allocate subscription revenue to various stakeholders, determine payout methods, and much more. Additionally, the platform facilitates the promotion of in-office dental plans directly to individuals and families within local communities through its direct-to-consumer online marketplace, thereby expanding its reach and impact.

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

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Membersy

Founded

2015

Country

United States

Website

membersy.com

Vendor Details

Company Name

MyRolodex

Founded

2025

Country

United States

Website

myrolodexcrm.com/

Product Features

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

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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