ChilliDB Membership centralises your membership management, leveraging the whole of ChilliDB to support you in your day to day business. Set up membership packages and choose to charge for memberships or create a non-paying membership package. Add contacts to the membership to assign a person to each one and migrate contacts onto these packages.
Our membership module allows you to segment your clients by creating customised membership packages. Maintain these memberships easily and set up custom fields such as payment details and category information. Use advanced search and search to filter through memberships.
Accurate Member Information
Members can register for events and update their details without requiring staff involvement. ChilliDB’s securely stores conversations, documents, emails and more centrally.
Quick Access to Information
Quickly retrieve details, participation and interaction history for any member to form an accurate view of their level of involvement with you.
Improve Industry Engagement
Through extensive mail list management tools, online surveys and event management. Store historical data and combine your organisation’s collective knowledge into one database.
Measure the Performance
Measure the Performance of your organisation quickly and unobtrusively, gain a holistic view of your entire organisation’s activities with ChilliDB’s reporting suite. You can monitor activities, collect statistics and see emerging trends as they occur.
Reference Data Setup
Use the Reference Data to check for the Membership module. Easily keep track of current members through our automatic membership cancellation. Avoid the need to cancel overdue members manually. In order to take advantage of this feature ensure your membership are tracking renewal dates.
Create your membership packages for the year ahead through annual processing.
Save time by importing your members (Prospects, Members and Cancelled Members) from one or more existing Membership Packages.
Create A Membership Package
Create a membership structure for contact or organisation
Automatically generate and maintain distribution lists for electronic communication containing your members and prospects.
Track renewal dates
Use Member No. Settings can be used to generate member numbers with prefixes, suffixes, or padding.
Manage Membership Packages and Members
You can manage your membership packages and your Prospects, Members and Cancelled Members
Add contacts to your membership package to create members
Manage members and record information about their payments
Toggle the Members’ status, or to alter other information about that member’s membership.
Expire a member and remove them from a package completely.
Membership just got even better!
Save time by enabling the new Auto Cancellation option for members who are overdue. Just select the number of days a member is overdue in the renewal section and ChilliDB will cancel the member when they become overdue and record the reason.
Tracking your membership stats just became easier with visualisation. Now you can view live membership statistics like the current member counts, joined and cancelled members and more just by clicking on the visualization tab.