The problem
What goes wrong without it
Member lists and fee payments are kept separately and renewals are chased by hand.
The solution
How Membership works in SmartERP
Membership sells membership products to contacts, invoices the fee and keeps the member status and validity dates on the contact.
Main features
What you can do with Membership
Membership products
Define membership types and fees.
Member status
Free, paid, invoiced and expired status per member.
Invoicing the fee
Invoice memberships through Accounting.
Member lists and reports
Filter members by status and date.
Workflow
How the work flows
Each step hands its data to the next, so nothing is typed twice.
Sign up
A member is added.
Invoice
The fee is invoiced.
Payment
Status becomes paid.
Renewal
Expired members are followed up.
See it working
Ask for a live walkthrough of Membership
We show the application on realistic sample data, then on your own processes.
Roles
Who uses Membership
Membership officer
Adds members and follows renewals.
Finance
Invoices and collects fees.
Industries
Where Membership is used
Sectors whose starting set includes this application. See all on the solutions page.
Related applications
Works with
Integrations
What it connects to
Uses Accounting for invoices and CRM contacts for members. Recurring automatic billing is not part of the standard service.
Availability and pricing
How to get Membership
Available
Part of the SmartERP cloud service. It is included in the plans and industry editions shown on the pricing page; there is no separate price for this application.
FAQ
Questions about Membership
Next step
See Membership in action
Book a guided demo, or start a trial workspace and try it yourself.