Membership Management Software Evaluation Guide

You’ve decided that your organization needs a membership management system to help save you time, automate administrative tasks, improve your website and email communication, and basically, manage all of the moving parts of your organization.

We realize that the selection and evaluation process can seem like a daunting task. But it’s worth all of the effort. After all, the system you choose will play a critical role in helping you manage your organization and grow your membership. And we can help.

We've developed this guide to help you understand the ins and outs of what to look for when evaluating membership management software. It will help you make a well-informed decision when you are finally ready to take the leap.

What follows is a step-by-step process to help you evaluate membership management system providers. We’ve offered up ideas, questions and tips to help you:

1. Figure out what you really need
2. Create a list of potential membership management software providers
3. Evaluate your options in terms of:
  • Functionality
  • Usability
  • Support and service
  • Longevity/Scalability
  • Reliability
  • Security
  • Comparing Costs

4. Make your selection

You can read the full guide by downloading this PDF here

Creative Commons Licence

Membership Management Software Evaluation Guide by Wild Apricot is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License

Based on a work at

Please include a link to if you copy, distribute or re-transmit any of the documents that make up this guide. For permissions beyond the scope of this license, contact us.

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