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MemberOutreach
MemberOutreach provides web-based Membership, Fundraising and
Event Management for associations, universities, foundations and unions. The incredibly
intuitive interface allows for staffers that rarely use the system to easily retrieve the
information they need. The transparency of all accounting transactions will leave any CFO
delighted with the ability to sail through audits without any surprises.
MemberOutreach is comprised of a core suite of member demographic and financial modules.
These modules provide awesome categorization, tracking and cross linking capabilities. You
then add the modules that fit your organization, saving money and complexity by getting only
the features you need. The list of modules now offered includes:
Membership
The membership module provides for tracking of rolling or fixed memberships. Additionally,
your members demographic data will be conveniently centralized in one easy to access application
that will assist interdepartmental communication. This module provides the flexiblity of creating
multiple memberships for one individual. Each membership is tracked at three levels; category,
classification and status. Other exciting features include:
- Automated renewal invoicing.
- Automated non-payment drop processing.
- Dues cash receipts, with full accounting functionality.
- Comprehensive reporting and analytics.
- Ability to manage memberships for multiple associations or chapters simultaneously
Fundraising
Our fundraising technology will allow your association to strengthen its
relationship with donors, and tools to locate prospective donors.
- Build stronger relationships by fully understanding your supporters. Understand the donor. Are they a volunteer? What sorority did they belong to? Are they friends with another donor? We help you answer these questions and more.
- Collect information regarding your supporters and prospects from numerous sources, including their website usage history.
- Track major donors, prospects, volunteers, members, activists and beyond. Our powerful customization tools allow you to adjust our system to meet your specific needs.
- Manage Auctions, Campaigns, Donated Items, Planned Giving, and Raffles.
- Associate Giving Levels with Campaigns to better quantify and group your contributors.
- Coordinate your team by tracking all correspondence with your donors and prospects.
- Set reminders and follow ups for yourself or other staffers specific to a donor or prospect.
Events
Our event module has proven to be powerful enough for professional meeting planners,
but intuitive enough to be used to organize a fundraising dinner. Manage all aspects of a
meeting, including:
- Attendees and Wait Lists
- Badges and tickets
- Venue information
- Speakers (including honorarium, evaluations and required equipment)
- Audio/Visual Setup
- Catering Setup
- Booths and Exhibitors (integrates with ExpoCad™ to manage floor plans)
Sales
Our sales module allows for full invoicing and cash receipt processing. The accounting
aspects of the system are designed to provide full and easy auditing. Associated accounting
transactions are displayed in for payments, invoices, transfers etc. Supporting functionality
includes management of:
- Products and packages.
- General Ledger/Account Codes.
- Batch management and posting.
- Accounting software integration.
- Bulk invoice printing.
- Full reporting, including Aged Receivables, Deposit Reports, Product Listings, Sales Reports, Distribution Journal and more.
- Refunds, write-offs, adjustments, returns and customer credits.
- Long-term and short term A/R.
Education
Professional associations will find our education module invaluable. Use it to
award and track designations, based on the following features:
- Track and manage educational sessions, including attendance and related credits.
- View full education credit history, including upcoming awards or designations.
- Credits may be associated with products or events, and may be awarded automatically or manually.
- Improve the quality of educational sessions by tracking evaluations.
Contact Management
Better understand your members by tracking their full profile, including:
- Demographics, including multiple addresses with seasonal ranges.
- Affiliations between individuals and organizations. Each type is unlimited, allowing you to capture high school, college, employer, church, spouse, children etc.
- Memberships, with a full historical tracking.
- All financial transactions, including invoices, payment, refunds, credits, write-offs and adjustments.
- Charitable contributions, including pledges, contributions, and donated items.
- Educational credits and designations.
- Event registrations
- All communications from your staff, including phone calls and emails.
- Group memberships.
Reporting Integration
MemberOutreach fully integrates with Microsoft Reporting Services, which allows for export
of all reports in multiple formats, including Excel, PDF, CSV, TIFF etc. Additionally users
may subscribe to reports and receive them via email.
Other System Features:
- Full audit logging of data.
- Role-based security architecture.
- Context sensitive help system.
- Set reminders or create notes for any object in the system.
- Cutting-edge technical platform with a stunning interface.
- The system is web-based, resulting in a lower cost of ownership and access by staff from any computer with an internet connection.
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Products
The Debut of MemberOutreach
