Membership software developed by TSG
A suite of integrated membership management software for Membership Organisations and Professional Bodies
TSG is one of the UK's leading suppliers for Sage and Pegasus business software.
TSG's Membership Software, EnterpriseMRM, has been designed for all membership-based organisations whose requirements include the maintenance of member details, subscription renewals and communication with their members and prospects.
The product has been developed over the last 10 years and instills the concept of 'relationship management' over and above the simple recording of data.
In addition, our Membership Software, EnterpriseMRM, is available with a number of optional modules to enhance functionality and to provide a totally integrated solution servicing the needs of all departments within your membership organisation whilst minimising duplication of effort.
Membership software database
TSG's Membership Software is a highly configurable Member, Prospect and Donor database featuring:
Records and Profiling
Individual and corporate records
Unlimited addresses per record
Linked/Related records
Multi-datatype profiling
Full and detailed notes history
Customisable field names so that your terminology is maintained
Subscriptions and Financial
Comprehensive subscription handling with flexible and unlimited subscriptions
Multiple payment methods
Automatic invoicing and reminding system
Unlimited document layouts
Direct Debit automation option
Integrated credit card processing option
Foreign currency processing
Detailed financial and subscription history
Donation management and Gift Aid option
Communications
Easy to use mailing and email broadcast facilities
Uses Microsoft Word and Outlook so no retraining required
Flexible reporting using the poweful Crystal Report writer
Options to update record history automatically with communications generated
Membership Software for Subscriptions
With unlimited subscriptions and extensive rules behind them, EnterpriseMRM will be able to meet your requirements. Whatever type of subscription scheme being operated, the features available allow you to handle these subscriptions with ease.
Each type of subscription may be configured with these following options:
Optional joining fees
Definable subscription periods (1 month to life membership)
Pro-rata subscriptions for first year
Fixed renewal dates
Automatic subscription change based on a members' age
Automatic lapsing after a defined period of months where the subscription remains unpaid
Instalment options
Extensive renewal document configuration and generation
Automatic assigning of next years fees when appropriate
In addition, the following features are a standard part of the membership system:
Full year on year subscription history
Multiple concurrent subscriptions
Audit trail from subscription record directly into your accounting system
Automatic collection of subscription dues by direct debit or credit card with appropriate software
Generation of documents and subscription status is automatically recorded within your members history record
Individual renewal document reprints
Renewal documents and invoices can be sent to alternative records within your database - such as to a named individual in the case of a corporate subscription.
Standard Membership Software (EnterpriseMRM) Features
Below are detailed various items extracted from our comprehensive feature set and are by no means the full representation of everything contained as standard within our software. Please click on a link for more details.
All of the above are contained as standard within the package with no additional costs.
Additional Modules for your Membership Software
One of the strengths of the Membership Software from TSG is the integration and interfacing with third party products and applications to extend and enhance the functionality of your membership system.
Each of the following modules may be purchased as required ensuring you only pay for the functionality you require and they may be added to any existing EnterpriseMRM system at any stage.
Replace your manual PDQ card terminal machine with an integrated system for credit card authorisation and processing with the option of being able to batch collect payments for subscriptions or orders via the same mechanism. Read more about Credit Card Authorisation...
Collect your subscription dues by the most efficient method available by using the BACS module. Take control of your own direct debits and replace the cost and inconvenience of using a direct debit processing bureau. Read more about Direct Debit Collection...
Using the scheduling power of Orbis Intelliware's TaskCentre you can be alerted to specific events that occur within your membership or accounting database. Read more on Alerts...
Make the processing of new records and address changes a simple affair with the Rapid Addressing option. Read more on Rapid Addressing...
Validate your bank accounts numbers and sort codes at the point of entry. Read more on the Banking Module...
Seemlessly link your website and your membership database together. Read more on PortalPlus for Website Integration...
Membership Software for Donations, Grants and Pledges
Maintaining the approach of having all donor and beneficiary data in one place, our membership management software provides for the processing of donations and grants directly within the database with a link to Sage software and Pegasus software to remove the need for repeated entry of the same data.
The following are all standard features of our membership management system
- Unlimited funds available for allocation of your transaction
- Grant handling to beneficiaries
- Donation analysis by source for improved marketing and fundraising
- Automatic receipt generation for thankyou letters etc
- Automatic recurring entries for standing orders
- Soft credit facility to record 'in memoriam' type donations
- Pledge entry and the conversion of pledges to donations together with conversion summary reports
Extensive analysis of your donations and grants are provided through the reporting options available within the database and with the Report Writer (optional with EnterpriseSCS), any report provided within the system may be amended to suit your specific requirements.
Related features:
Event Management for Membership Software
Many membership organisations have a need to organise events and meetings for their membership base and beyond. With the optional Event Management software, this may be integrated with your Enterprise database in order to maintain the philosophy of one central storage database.
Integrating directly using the same user accounts as Enterprise, Events may be configured with some of these following options.
Unlimited events may be configured
Events may contain a single session or be split into numerous for pricing, available space or both
Unlimited price lists with automatic selection based on dates e.g. "early bird" pricing
Extensive user defined fields for event specific recording of booking data
Table allocation for dinners and speeches etc
Seating allocation for theatre type events
Copy event facility to avoid the complete recreation of similar events
Once created, bookings are added to events and the source data can be searched directly from the Enterprise membership database to bring through names, addresses and key record status information (such as being a current member for the purpose of benefiting from say a members special rate).
Once a booking is created, delegates are added to that booking and may be one of the following three types.
Directly retrieved from the Enterprise database
Named as a one-off against the booking on that event (for example, spouse details that may not be required to be stored within the membership database)
Anonymous i.e. one delegate and 3 guests
New records may be added to the Enterprise database directly from the Event Management system thus providing marketing opportunities to turn delegates into potential members.
Some of the other booking features are:
Event attendance is automatically recorded against records within Enterprise providing a detailed history of your members' activities
Invoicing and receipting is handled directly from Event Manager with a direct link to the transaction history of the member or delegate record providing one central area where all financial dealings are recorded
Separation of the person making the booking and the delegates or a simple system of making the booker also an attending delegate
Ad-hoc pricing capability
Overbooking prevention
Automatically generated booking history
Extensive booking or delegate notes
Process monetary receipts at the point of booking creation
The transactions generated by Event Manager are recorded directly in the transaction file of Enterprise and will ultimately be posted to your accounting system during the next batch update.
An overview function provides the following capabilities:
Event Summary of provisional, confirmed and cancelled delegates together with income totals
Table and seating allocation from bookings made
Session attendance summaries
From the overview, the amendment of an existing booking is a double-click of the mouse away and new bookings may be added if required.
Costs incurred may also be recorded against individual events in order to produce an income and expenditure summary on an event-by-event basis or for multiple events if required to ensure that your Events are not running at a defecit.
Point of Sale for Membership Software
Your retail Point of Sale solution does not have to be separate from your membership software and stock systems
With an integrated Electronic Point of Sale (EPOS) solution your stock system in Sage and your membership database can all be linked into one system. Some benefits of such a system are:
Members may benefit from preferential pricing
Sales are written back into the Enterprise database for historical recording purposes and for subsequent updating to your accounting package
Marketing data from past purchases may be analysed and used more effectively
Your Stock ledger is made available for sales through the Point of Sale terminal for live stock levels
Swipe systems using Membership smart cards are available
Loyalty card scheme option available with membership smart cards
Promotions catered for through automatic discounts, multi-buys and 'Mix and Match' offers.
Touch screen or keyboard based till systems supplied
Swipe systems for quick and accurate reading of credit and debit cards
Barcode scanners for efficient processing of sales
No re-keying of data involved
Point of sales systems can be used in shops and in hospitality and each may be configured independently in order to provide specialised systems for the requirement in hand.
Accounting Integration for your Membership Software
One of the biggest causes of incorrect data and wasted time in many charity based organisations is the recording of information in a database and the subsequent manual re-entry of that same data into an accounting system.
Membership Management Software from TSG eliminates this by tightly integrating with your accounting system.
Our Membership Software links to Sage Line 50 or Sage Line 100 (EnterpriseSCS links only to Sage Line 50)
Our Membership Software links to Sage MMS, Sage's new Mid-Market Software for accounting
Our Membership Software links to Pegasus Opera II
Our Membership Software links to the stock ledger of Line 50, Line 100 and MMS
Batch transfer of data for EnterpriseMRM
Live posting of data for EnterpriseSCS
Preview reports of data to be transferred prior to committing it to your accounting system for validation and checking
Extensive reports available to produce debtors listings, chasing letters and analysis reports on your sales etc
Data is entered only once thus eliminating reconcliation errors
Such a system can save hours of extra work in keying alone and that is before factoring in the cost in staff time or audit fees should a discrepancy between the two systems arise.
TSG is fully accredited in IT support, sales and development arenas for all of the accounting systems supported by our Membership Software, EnterpriseMRM. Capitalising on over fourteen years as a top UK Sage Solution Centre, the interfacing between our integrated solution and your Sage software or Pegasus software is as efficient as it is effective.If you are not currently a Sage or Pegasus accounting user, read further information on the product capabilities.
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