Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
WeRise is a modern software solution that enables unions to efficiently administer all aspects of their memberships and provides a platform for organizers to rally union members. WeRise is built from the ground up on the Microsoft Power Platform.
Key Features
Membership Management - Ease of gathering and maintaining membership information
Employer Management - Peace of mind of consistent administration and CBA compliance by capturing key employer data and mapping the relationships between employers and members
Billing - Ensure accurate and timely dues billing, tracking and discrepancy identification
Checkoff Processing - Administer exception-based comparisons to employer deductions and process member dues payments accurately with an audit trail
Information Update - Update a variety of member information types en masse or through an accept/reject decision making interface
Engagement - Segment, map relationships and engage with members via email and SMS communication, plus many more tools for organizers
Experience the ease of a single membership database with WeRise.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Access
No
Microsoft Excel
No
Microsoft Word
No
NationBuilder
No
Integrations
Microsoft Access
Yes
Microsoft Excel
Yes
Microsoft Word
Yes
NationBuilder
Yes
Pricing Details
Pricing is tailored to each team. Contact MyRolodex for a quote.
Free Trial
No
Free Version
No
Pricing Details
$149/user/mo.
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)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MyRolodex
Founded
2025
Country
United States
Website
myrolodexcrm.com/
Vendor Details
Company Name
Bursting Silver
Country
Canada
Website
www.werise-unions.com
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
Product Features
Association Management
Chapter Management
No
Committee Management
No
Dues Management
Yes
Election Management
No
Email Marketing
Yes
Event Management
Yes
Financial Management
Yes
Fundraising Management
No
Jobs Board
No
Member Communities
No
Member Directory
Yes
Member Portal
Yes
Membership Management
Yes
Website Management
No
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
Yes
Email Marketing
Yes
Event Management
Yes
Member Directory
Yes
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
No
Payment Processing
No
Website Management
No