Member Management System

The BoldBox Digital Member Management System was born from the idea that it was time to design and build a member management system for all chambers of commerce that are engagement-minded, budget-conscious and who's staff and members span across the generations with a like-minded approach to succeed!  We've also seen what's out there and we've worked with chambers long enough to know what to develop (and what not to).

Our Member Management System is your next-generation System that's fully cloud-based, adaptable, highly versatile and focused on increasing your members' engagement.  And "member engagement" isn't just a catch-phrase to us.  Sure, some (if not most) of the other systems out there bundle things like surveys, blogs and discounts to sell you on the idea of engagement.  While these are all very important components to connect, it usually ends there. Our System quantifies and scores member engagement.

Imagine. A member management system that, not only gives you the tools to connect with your members, but also helps you and your staff gain detailed, real-time insight on member engagement. Talk about real growth with your members!  You’ll be able to see what works, quantify the health of those connections, prioritize where you should improve, and even focus on who’s ready to upgrade a membership or who needs that little extra attention.  An easy, powerful and affordable system built for everyone. Problems solved:  The BoldBox Digital Member Management System.

Member Management

The Member Management System includes the ability to:

• Manage member and contact information
• Manage categories
• Manage dues, credits, and discounts
• Export or print member data
• Provide front-end business directory module to your website
• Provide enhanced member listings
• Provide online applications for both new members and renewals
• Add other various forms to your website and collect and organize the submissions
• Track member views and clicks

Event Management

The Member Management System includes the ability to:

• Create and manage events
• Manage registrations and sponsorships
• Build various event ticket options
• Build and view budgets, goals, and income/sales
• View, export, and print event details, registrations, and other data
• Provide front-end events calendar and upcoming events modules to your website
• Track event views and clicks
• Manage post-event member engagement

Engagement Management

The Engagement Module provides associations with the ability to:

• Manage all events and sponsorships with engagement tracking
• Prioritize and weigh each event
• Aggregate scores by event for members
• Assign normalization to raw data
• Measure data to gain understanding of engagement scores
• Improve events and attendance by connecting with members

Financial and Billing Management

The Financials Module allows associations to:

• Create invoices
• Generate manual invoices on the fly
• Customize invoices
• Send (and schedule) invoices electronically
• Accept payments online for memberships, renewals, and events
• Offer various types of payments / settlements to members, including credit card, ACH / check, cash, trade / in-kind, comp

The Financials Module is also integrated with QuickBooks®, which saves time and eliminates the hassle of double-entry.

Reports Management

The Member Management System provides an extensive Reports Module.  There are so many, we'd have to type for hours to list them.  But, here are a few categories:

• Member data
• Event data
• Engagement data
• Membership financial data
• Sales and prospect data

With our Custom Report Builder, you can export just about anything!

Potential Member and Relationship Management

The Customer Relationship Management (CRM) is a built-in Module - not 3rd party software.  It allows associations to:

• Manage contacts, leads, prospects, and opportunities (potential members)
• Schedule calls, emails, and meetings
• Schedule reminders
• Assign and schedule tasks to association staff
• Record communications and notes
• Quickly convert opportunities to members
• Manage groups (committees and affiliates)

Communication Management

The Member Management System provides many tools to engage and communication, including the ability to:

• Email groups and individuals
• Ingretrate with Constant Contact®
• Create, send, and post surveys and polls
• Create and post jobs/careers
• Offer member login portals and dashboards
• Work remotely and message and share files internally with staff members