Membership Software for Sage & Pegasus Users

Membership Software for Sage & Pegasus integrated with your website

PortalPlus seamlessly links your website and your Membership Management Software together.

The world of the Internet provides vast opportunities to communicate with your members more efficiently. Whilst many organisations have informative websites, we are now being asked to extend their capability by interacting with their back office database.

EnterpriseMRM PortalPlus has been designed to allow you to quickly add interactive forms to your website to enable your members to communicate and transact directly with your back office membership database.

Our Membership Management Software for Sage and Pegasus provides a series of standard screens and functions which can be added to your existing website allowing your members to maintain their own details, subscribe, buy products or register onto your events.

How is this achieved?

Keep your existing website
Simply add buttons and frames to link to your membership software, PortalPlus
Quick and easy implementation

Registration and Log In

The standard screens allow new contacts to register themselves onto the website using their email address with full password control

Forgotten passwords are easily remedied by the standard utilities with the website automatically emailing the password after the completion of an optional security question

Optional email verification process to reduce mistyped or non-existant email accounts being used

Registration prompts with a series of on screen boxes to complete. The boxes that appear are selectable from a list of those data fields provided by the membership software

Online Postcode addressing can be provided allowing for fast and accurate data entry (additional licence charge for the PAF is required for this option)

A customisable confirmation email is automatically sent to all new registrants

Email validation where a new registrant has to click on a link within an email in order to validate the account is a system option

Customisable Screens

The information of each member or visitor that is shown on the website can be displayed on a series of user defined screens thereby creating your own view

As with EnterpriseMRM, each category of record may have a different set of fields available

For existing members, the screens will show with the data already completed allowing the member to update as little or as much of the data as you require

Fields may be set as mandatory, editable or just visible

Entry ranges may be applied to dates and numbers enforcing a valid range and text fields can be defined to meet minimum or maximum length requirements

Feature to allow your contacts to upload images such as photographs or company logos complete with online resizing to predefined dimensions and file formats

Upload image files for photo ID or company logo's

Event Registration

Based on data already entered within the Event Manager module

Members or non-members may register themselves on to any of the events that you allow

Delegates can enter their credit card details online in a secure environment or be invoiced on account

Events may be grouped together for display purposes or shown individually

Events may be turned on or off for website booking and waiting lists can be brought into operation when the Event is full

Multiple delegate bookings are allowed for delegates from the same organisation

New delegates can also be added 'on the fly'

Multiple price lists can cater for member, non-member and concessionary price structures. Prices may be determined on a category by category basis

More than one event can be booked in a single session with a single payment taken

Live availability of spaces available may be optionally configured (coming soon)

Online Subscriptions

Prospects, if allowed may join by taking one or more of the subscriptions available from our Membership Software, EnterpriseMRM

Existing members may renew existing subscriptions or subscribe to other options

Existing members may cancel online if this function is enabled

Product Sales

Product details may be uploaded to the website from your Membership Management Software for Sage with their appopriate price lists

Products may be grouped for easier management and selection at the website

Extended descriptions for your products may be added such as abstracts from publications

Extended information such as authors or ISBN numbers may also be stored

Product images may be sent to the website to display alongside your product details

Customisable producy search engine available

Ability to configure related products

Record Search

Customise different searches for different purposes i.e. a public search or a member-to-member search

Specify which fields are used in the search engine even combining multiple database fields into a single search option

Specify which fields are used in the results output

Restrict which categories of records may perform a search

Restrict which categories of records are included within the search results

Multiple views available for output

User custmoisable sort order for the results including a random order option

Shopping Basket

The shopping basket allows the member to review all purchases, subscriptions or event registrations

Credit cards can be taken online and verified with the details passed to a secure trading partner or sent to the back office for processing

As an option, you may allow members to selected the 'Invoice Me' option which will prompt for an order umber and allow the entry of an alternative invoice address

Confirmation emails, customised to that of the organisation will be automatically sent

Delivery address prompt when sending tangible objects

CV2 and Address verification options available

My Account

The my account feature allows the user to view the status of current orders

Definable order status descriptions

Option to include other purchases such as event registration and subscription payments

Authorisation and Review

All data has to be authorised before it will automatically update your back office membership software database

If back office credit card processing is utilised then credit cards are authorised at the review stage

Data that is not authorised may be retained for future follow up or deleted if it is not required

Amendments made on the website are recorded on the contact record within the membership software automatically

3rd Party Integration

A webservice function is available that allows a host website or other third party to query the authentication details securely to allow login to restricted content on the host site

For more information on Membership Management Software for Sage or Pegasus please follow one of the links below.