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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

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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:

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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 

Screenshots View All

Screenshots View All

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 

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