{"id":921,"date":"2025-11-05T13:18:55","date_gmt":"2025-11-05T17:18:55","guid":{"rendered":"https:\/\/wildapricot.wpengine.com\/?p=921"},"modified":"2025-11-10T12:38:28","modified_gmt":"2025-11-10T16:38:28","slug":"association-crm","status":"publish","type":"post","link":"https:\/\/www.wildapricot.com\/blog\/association-crm","title":{"rendered":"Association CRM: Choosing One That\u2019s Right For You + Our Top 11 Picks"},"content":{"rendered":"<p><span data-preserver-spaces=\"true\">From member payments to stewardship touchpoints to event registrations, associations big and small have a lot to track. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">If you&#8217;re in charge of managing these processes, the right association CRM can quickly become your new best friend.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">In this post, we\u2019ll go over:\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">What an association CRM actually is\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The difference between an AMS and a CRM, and how to decide which is best for your association\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The top 12 association CRMs on the market today\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">An implementation guide to make it quick and easy for you to get started\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-preserver-spaces=\"true\">Read on to find out everything you need to know about choosing the right CRM for your association! \u00a0<\/span><\/p>\n<h2><strong><span data-preserver-spaces=\"true\">What is an Association CRM?<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">An association CRM, also known as <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/memberclicks.com\/blog\/top-12-crms-for-associations-membership-organizations\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">a membership CRM<\/span><\/a><span data-preserver-spaces=\"true\"> or <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/blog\/association-management-software-options\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">association management software<\/span><\/a><span data-preserver-spaces=\"true\">,\u00a0is\u00a0an all-in-one tool for managing your association&#8217;s administrative activities, specifically geared toward member-based organizations. It includes features spanning member payments, a website builder, a member database, event registration, and more. Two of the most commonly used are WildApricot and MemberClicks.\u00a0<\/span><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">What\u2019s The Difference Between an Association CRM, an AMS, and a CRM?<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">As we said above, an <\/span><strong><span data-preserver-spaces=\"true\">association CRM<\/span><\/strong><span data-preserver-spaces=\"true\"> is the same as an AMS (association management software), a term you might be more familiar with. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">A <\/span><strong><span data-preserver-spaces=\"true\">traditional CRM<\/span><\/strong><span data-preserver-spaces=\"true\">, on the other hand, stands for <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/blog\/nonprofit-crm\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Customer Relationship Management<\/span><\/a><span data-preserver-spaces=\"true\">, sometimes referred to as constituent relationship management in the nonprofit realm. These platforms focus specifically on managing your organization\u2019s pipeline and conversions, rather than serving as an all-in-one platform \u2014 think tracking how someone who\u2019s filled out a form on your site eventually becomes a donor, then integrating with the email platform you\u2019d use to communicate with them. Two of the most well-known options are Salesforce and HubSpot. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">To help break it down, here&#8217;s a helpful comparison table\u00a0with all the differences:\u00a0<\/span><\/p>\n<table data-tablestyle=\"MsoNormalTable\" data-tablelook=\"1696\" aria-rowcount=\"9\">\n<tbody>\n<tr aria-rowindex=\"1\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Software<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><strong>Association Management Software (AMS) or Association CRM\u00a0<\/strong><\/td>\n<td data-celllook=\"4369\"><strong>Customer Relationship Management (CRM)\u00a0<\/strong><\/td>\n<\/tr>\n<tr aria-rowindex=\"2\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Primary User Base<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559737&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:279}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Membership-based organizations looking to manage and engage members, run events, and process renewals and payments<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Any organization looking to manage relationships and interactions with individual contacts; this\u00a0can be\u00a0members, but could also be donors, volunteers, prospects, or customers<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"3\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Core Features<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Managing membership operations: event registration, certifications, forums and finances (ie: dues\/renewals\/donations)<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Contact management: tracking communication, engagement, marketing automation and sales\/donation pipelines<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"4\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Customizations<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Configuration-based: fine tune existing set-up<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Highly flexible: usually built from scratch<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"5\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Technical Skill Needed<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Low, most are ready &#8220;out of the box&#8221; for association needs<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Moderate to high; developer may be needed<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"6\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Integrations<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Some, but not as important; designed to be a one-stop shop for associations, focused member needs (event, LMS, email etc.)<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Extensive: designed to connect with a wide range of tools (marketing, sales, comms etc.) since it\u2019s focused more specifically on one use case<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"7\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Data Insights and Reporting<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Focused around the member lifecycle: renewals and engagement. Might also contain information around donor management \u00a0and fundraising if those capabilities are present. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Contact relationship: lead tracking and revenue insights. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"8\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Analytics<\/span><\/b> <b><span data-contrast=\"auto\">and<\/span><\/b> <b><span data-contrast=\"auto\">Reporting<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Membership KPIs: renewals, event attendance, certifications<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Data analysis: sales, donations, sponsorships, <\/span><span data-contrast=\"none\">ROI<\/span><span data-contrast=\"auto\">, retention<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"9\">\n<td data-celllook=\"4369\"><b><span data-contrast=\"auto\">Best for<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Professional or trade associations<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Chambers of commerce<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Clubs and community orgs<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">HOAs and condo associations<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Nonprofits<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"4369\"><span data-contrast=\"auto\">Businesses<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Coalitions<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Foundations<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Professional service orgs<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><strong><span data-preserver-spaces=\"true\">Should Your Organization Use an AMS or CRM?<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Our perspective is that most associations should use an AMS or a CRM for associations. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">That\u2019s because associations have specific needs around event registration, member engagement and fundraising, which an all-in-one platform like an AMS can support without needing your association to purchase more than one tool or worry about integrating multiple platforms. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">However, there are a few scenarios in which a traditional CRM is the right choice for your association. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Here are a couple of questions to help you figure it out: \u00a0<\/span><\/p>\n<table style=\"font-weight: 400;\" data-tablestyle=\"MsoTableGrid\" data-tablelook=\"1696\" aria-rowcount=\"7\">\n<tbody>\n<tr aria-rowindex=\"1\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">Question<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">AMS<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">CRM<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559737&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"2\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">What&#8217;s our core goal?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Managing everything: <\/span><b><span data-contrast=\"auto\">memberships, renewals, and events<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Building and tracking <\/span><b><span data-contrast=\"auto\">relationships, donations and communications<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"3\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">How membership-driven is our organization?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">Dues-paying members<\/span><\/b><span data-contrast=\"auto\"> who need renewals, portals or tiered benefits<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">Contacts, leads or donors<\/span><\/b><span data-contrast=\"auto\"> without formal memberships<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"4\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">What data do we need to manage?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><span data-contrast=\"auto\">A variety: <\/span><b><span data-contrast=\"auto\">memberships, donations, and events<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><span data-contrast=\"auto\">Only <\/span><b><span data-contrast=\"auto\">communications, pipelines and engagement history<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"5\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">How much customization do we want to do?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">We\u2019re looking for a simple, out-of-the-box solution,<\/span><\/b><span data-contrast=\"auto\"> that\u2019s built for associations<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">We have a specific vision in mind, including flexible, custom workflows<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"6\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">What tools do we already use \u2014 and how do they integrate?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><span data-contrast=\"auto\">We\u2019re moving off spreadsheets, and need an <\/span><b><span data-contrast=\"auto\">all-in-one platform<\/span><\/b><span data-contrast=\"auto\"> that covers all our needs<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">Separate systems<\/span><\/b><span data-contrast=\"auto\"> we already love (for events, payments, websites)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<tr aria-rowindex=\"7\">\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">How many staff will use the system \u2014 and for what?<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">Multiple departments<\/span><\/b><span data-contrast=\"auto\"> or roles (membership, finance, events) need access, to do different tasks<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<td data-celllook=\"0\"><b><span data-contrast=\"auto\">It will only be used by a small team<\/span><\/b><span data-contrast=\"auto\"> for specific needs around\u00a0member tracking<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span data-preserver-spaces=\"true\">It ultimately comes down to one question.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Do you want an <strong>all-in-one platform<\/strong> that includes features like event registration, recurring payments and a website builder, along with your member database? \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">If so, <strong>choose an AMS or association CRM<\/strong>.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">But if you\u2019re looking specifically for a place to <strong>track contacts and how they convert to members<\/strong>, a <strong>CRM<\/strong> might be the right choice for you. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">The bottom line is that the largest benefit of traditional CRMs is also where they fall short when it comes to their use by associations: they&#8217;re not customized for associations&#8217; additional needs. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">If, like many of the associations we hear from, you have a limited budget, an all-in-one platform like an AMS will likely suit you better since it eliminates the need to pay for multiple tools. \u00a0<\/span><\/p>\n<h2><strong><span data-preserver-spaces=\"true\">Top 11 Association CRMs Your Organization Can Choose From<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Have we convinced you yet that an association CRM is the right choice for you? \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">If so, it\u2019s time to learn more about the different options on the market. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Read on to learn about the 11 most popular association CRMs, what type of association they\u2019re best suited for, how they\u2019re priced, and some key features.\u00a0<\/span><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">1. WildApricot<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Plans start at $63\/month\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Trial:<\/span><\/strong><span data-preserver-spaces=\"true\"> Free 60-day trial available\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Small to mid-sized associations, that are looking for a DIY tool to manage their members\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Thousands of associations use <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/association-management-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">WildApricot<\/span><\/a><span data-preserver-spaces=\"true\"> to manage their members every day. <\/span><span data-preserver-spaces=\"true\">WildApricot <\/span><span data-preserver-spaces=\"true\">has<\/span><span data-preserver-spaces=\"true\"> an open API that <\/span><span data-preserver-spaces=\"true\">allows<\/span><span data-preserver-spaces=\"true\"> you <\/span><span data-preserver-spaces=\"true\">to<\/span><span data-preserver-spaces=\"true\"> customize the software to your specific needs, plus integration with WordPress and QuickBooks.<\/span><span data-preserver-spaces=\"true\"> It also includes an online store, so your organization can easily sell merchandise and other items to supplement the revenue you get from membership fees.\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Drag-and-drop <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/membership-website-builder-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">website builder<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Built-in <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/contact-database-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">emailing system<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/li>\n<li><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/mobile-app\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Mobile app<\/span><\/a><span data-preserver-spaces=\"true\"> for members and admin\u00a0<\/span><\/li>\n<li><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/membership-management-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Membership database\u00a0<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Member portal with membership directory\u00a0<\/span><\/li>\n<li><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/online-event-registration-software\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Event management<\/span><\/a><span data-preserver-spaces=\"true\"> with customizable registration forms\u00a0<\/span><\/li>\n<li><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/features\/online-payment-processing\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Automated member payment<\/span><\/a><span data-preserver-spaces=\"true\">s and renewals\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-preserver-spaces=\"true\">Given its ease of use, ability to customize and multiple features, WildApricot packs a lot of bang for its buck, making it an especially great choice for associations <\/span><span data-preserver-spaces=\"true\">who are<\/span><span data-preserver-spaces=\"true\"> on a budget but still want to provide a lot of value for their members. Unlike many other membership CRMs on this list, there\u2019s also no surcharge for additional features or setup fees \u2014 what you see is what you get! \u00a0<\/span><\/p>\n<p><a href=\"https:\/\/register.wildapricot.com\/OpenFreeAccountNew.aspx\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-12181\" src=\"https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1-1024x205.png\" alt=\"CTA Membership Management Software\" width=\"1024\" height=\"205\" srcset=\"https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1-1024x205.png 1024w, https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1-300x60.png 300w, https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1-768x154.png 768w, https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1-1536x307.png 1536w, https:\/\/www.wildapricot.com\/wp-content\/uploads\/2024\/02\/CTA-1.png 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/register.wildapricot.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Start your free 60-day trial of WildApricot now!<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">2. MemberClicks<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong> <a class=\"editor-rtfLink\" href=\"https:\/\/memberclicks.com\/membership-software-pricing\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Available upon request<\/span><\/a><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Mid-sized trade and professional associations and chambers of commerce, looking for an all-in-one solution \u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/memberclicks.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">MemberClicks<\/span><\/a><span data-preserver-spaces=\"true\"> builds integrated membership management software solutions specifically for small-to-midsize professional associations, trade associations and chambers of commerce. It\u2019s an excellent choice for associations who want a little more help getting set up or have more robust reporting needs, as well as those who have organizations or businesses, rather than individuals, as members. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Intuitive reporting and analytics tools\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Learning management software\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Event management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Job board software\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">3. ThreeSixty<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Enterprise-level associations that also want to be able to manage front-desk processes and meetings through their AMS\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/personifythreesixty.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">ThreeSixty<\/span><\/a><span data-preserver-spaces=\"true\"> is a powerful, modular, and configurable membership management platform that empowers enterprise-sized, mission-driven associations.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">The platform is particularly useful for managing finances and e-business on top of the usual member management tools. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Marketing and communications tools\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Inventory management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Certification programs\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Analytics capabilities\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Event registrations\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Dues collection tools\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">4. Brilliant Directories<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Plans start at $145\/month\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Organizations who care most about having a public-facing member directory\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/www.brilliantdirectories.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Brilliant Directories<\/span><\/a><span data-preserver-spaces=\"true\"> is a good option for larger associations looking for a website-focused solution and professional branding. The software lets you select a directory theme to easily launch a new member website. Users are able to sync the software with over 5,000 different apps for more streamlined administration.\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Website design assistance\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Email marketing\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Content publishing\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Automated payments\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Membership database\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">5. Glue Up<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Starts at $2,500\/year\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Associations that care most about online community features\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/www.glueup.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Glue Up<\/span><\/a><span data-preserver-spaces=\"true\"> is a centralized membership CRM that is focused on member insights and engagement. With their comprehensive data analytics and financial management, you can deepen your relationships with members while boosting revenue.\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Cloud contact database\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Task management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Customizable dashboards\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">List segmentation\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Revenue forecasting\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">6. Easy HOA<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Homeowners&#8217; associations that aren\u2019t as focused on building community\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">As its name implies, <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/easyhoa.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Easy HOA<\/span><\/a><span data-preserver-spaces=\"true\"> is an association CRM with <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/blog\/hoa-software\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">features tailored for homeowner associations<\/span><\/a><span data-preserver-spaces=\"true\">, such as architectural requests and maintenance tracking. They\u2019re less focused on providing an online community or on member engagement compared to others in this list, and are more focused on delivering a better back-office experience for HOA staff. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Violation and request tracking\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Centralized communications\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Online payments and automated payment reminders\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">7. NonProfitEasy<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Starts at $280\/month for their Donor Management Plus package, which includes member management functionality for up to 25K contacts\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Associations with a lot of fundraising needs\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/nonprofiteasy.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">NonProfitEasy <\/span><\/a><span data-preserver-spaces=\"true\">specializes in donor management. This can make it a great choice for associations whose members are also often donors, and who also want to track grants alongside their donations. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Member management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Event registration and management, along with sponsorship reporting\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Pledge and grant management \u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Crowdfunding \u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">8. memberplanet<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Standard plans start at $50\/month, plus payment processing fees. Enterprise prices are available upon request.\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Video demo available on website\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Associations with a limited budget that just want a simple platform \u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/www.memberplanet.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">memberplanet<\/span><\/a><span data-preserver-spaces=\"true\"> is one of the least expensive association management platforms, making it a good choice for organizations <\/span><span data-preserver-spaces=\"true\">who<\/span><span data-preserver-spaces=\"true\"> are ready to move away from managing their members in spreadsheets but don\u2019t need all the bells and whistles other platforms <\/span><span data-preserver-spaces=\"true\">offer<\/span><span data-preserver-spaces=\"true\">.<\/span><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Survey tools\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Email communications\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Mobile optimization\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Personalized donation pages\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">API integrations\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Marketing automation\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">9. MemberLeap<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Starts at $230\/month for up to 200 active records and their most basic set of features\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Associations that have a very specific set of features they are willing to pay for\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/www.memberleap.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">MemberLeap<\/span><\/a><span data-preserver-spaces=\"true\"> can be used by associations, large or small, though features vary greatly between levels. <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.memberleap.com\/association_management_software.php\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">Its higher plans<\/span><\/a><span data-preserver-spaces=\"true\"> include some specific features that other platforms don\u2019t offer, like volunteer management and the ability to organize legislative campaigns. However, relative to other platforms, its lowest tier is quite expensive and doesn\u2019t offer as much functionality (for example, event management isn\u2019t included, and its mobile app is only included with the highest tier). We\u2019d recommend it only if your association has very specific needs that are addressed by its more expensive plans, and you have the budget to match.\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Website content manager and web hosting\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Call for proposals and abstract management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Volunteer management \u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">10. StarChapter<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Starts at $103\/month for 150 members and 1K additional contacts, with a $1,169 one-time setup fee\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Multi-chapter associations, where the parent organization wants one place to manage organizations\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/starchapter.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">StarChapter<\/span><\/a><span data-preserver-spaces=\"true\"> is focused on serving multi-chapter organizations, primarily professional and trade associations in the United States and Canada. Its functionality is relatively basic, but it can be a good choice for multi-chapter organizations managed by a single parent organization or board, since their focus is on providing consistency across chapters. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Event registration and management \u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Pre-designed website layouts, so that all chapters can have matching sites\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">eCommerce tools\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Membership management tools\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">11. CiviCRM<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><strong><span data-preserver-spaces=\"true\">Pricing:<\/span><\/strong><span data-preserver-spaces=\"true\"> Free download option is available, paid starts at $15\/month\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Demo:<\/span><\/strong><span data-preserver-spaces=\"true\"> Available upon request\u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Best for:<\/span><\/strong><span data-preserver-spaces=\"true\"> Associations that don\u2019t have much budget, but that do have technical resources\u00a0<\/span><\/p>\n<p><a class=\"editor-rtfLink\" href=\"https:\/\/civicrm.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">CiviCRM<\/span><\/a><span data-preserver-spaces=\"true\"> is an open-source association CRM \u2014 meaning the software itself is free, but you&#8217;ll need to pay a partner to set it up if you don\u2019t have technical resources on staff. However, if you&#8217;re a truly DIY association and ready to handle hosting, setup, maintenance and support, this can be a great choice. \u00a0<\/span><\/p>\n<p><strong><span data-preserver-spaces=\"true\">Key features:<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Case management, in addition to the usual contact management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Email and SMS marketing\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Event management and promotion\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Peer-to-peer fundraising \u00a0<\/span><\/li>\n<\/ul>\n<h2><strong><span data-preserver-spaces=\"true\">How to Implement an Association CRM<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Once you\u2019ve selected one of these options, it\u2019s time to start thinking about how you can set it up for your association. \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Implementing any new software does take some time and planning, but the eventual time savings you\u2019ll get are well worth it in the end! \u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Here&#8217;s a timeline of what to expect when adopting an association CRM, along with key considerations to keep in mind.\u00a0<\/span><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">1. Define Goals and Requirements (2\u20134 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Before diving into the selection process, it\u2018s essential to determine why you want to select a new CRM for your association. \u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Define the outcomes you want with your new association CRM\u00a0(better member engagement? More donations?) \u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">List the must-have features your organization needs (a member database? A website builder?)\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-preserver-spaces=\"true\">Of course, if you&#8217;re reading this article, you may have already completed this step!\u00a0<\/span><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">2. Choosing Your CRM Platform (2\u20136 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Once you&#8217;ve outlined goals and agreed with stakeholders on what features you need, it\u2019s time to research \u2014 if you need anything beyond this article, of course. We&#8217;ve already done some of the work for you here, but don\u2019t forget to keep these considerations in mind as well: \u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">How the platform integrates with your existing tech\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Cost \u2014 both upfront, add-on, set-up, and staff time \u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Ease-of-use and support\/training available\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Alignment with your membership model\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">3. Data Audit and Preparation (3\u20136 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Auditing your financial and membership data is vital for success with a new CRM. You&#8217;ll want to do these steps before implementation to ensure a seamless transition:\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Review current databases (Excel, AMS, email lists, etc.)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Clean and consolidate records (remove duplicates, correct outdated info and fill missing fields)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Define a data structure (how you\u2019ll categorize members, sponsors and partners)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Decide on custom fields (membership tier, engagement score, etc.).\u00a0<\/span><\/li>\n<\/ul>\n<p><em><strong>Read More: <a class=\"editor-rtfLink\" href=\"https:\/\/memberclicks.com\/resources\/guides\/the-dirty-data-guide-unlocking-the-power-of-clean-data\/\" target=\"_blank\" rel=\"noopener\">The Dirty Data Guide: Unlocking the Power of Clean Data\u00a0<\/a>\u00a0<\/strong><\/em><\/p>\n<h3><strong><span data-preserver-spaces=\"true\">4. System Setup and Configuration (4\u20138 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">We&#8217;re getting to the fun part! This is where you get to customize the CRM for your organization, making sure it&#8217;s a perfect fit for your needs. Here are some of the steps you\u2019ll need to take: \u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Configure user roles and permissions\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Set up contact categories, pipelines and fields\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Integrate your email, website and event systems\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Build automation workflows (welcome emails, renewal reminders, etc.)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Design dashboards and reports\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">5. Data Migration (1\u20133 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Once you&#8217;ve found the right CRM, cleaned up your data, and set up all your customizations, it\u2019s time to take the plunge and migrate all your data over from your previous system. To make this process as seamless as possible, be sure to:\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Test small batches to avoid massive fixes\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">After importing your data, ensure accuracy\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Map all relationships (members \u2192 organizations \u2192 committees) correctly\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">6. Staff Training and User Testing (2\u20134 weeks)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Seeing success means your staff needs to have alignment and proper training. Ensure anyone managing the CRM and your contact data knows exactly what to do.\u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Train on navigation, search and workflow management\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Walk through real scenarios (\u201chow to log a call\u201d or \u201chow to send renewal reminders\u201d)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Create documentation or quick reference guides for new staff or FAQs they may have\u00a0<\/span><\/li>\n<\/ul>\n<h3><strong><span data-preserver-spaces=\"true\">7. Launch and Continuous Improvement (Ongoing)<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h3>\n<p><span data-preserver-spaces=\"true\">Once you go live with your CRM, the work isn&#8217;t done. Remember the goals you set in the beginning? Make sure your software is meeting these by: \u00a0<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">Monitoring your association\u2019s KPIs (member engagement, communication response, renewals, etc.)\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Adjusting workflows and automation based on feedback\u00a0<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Scheduling regular reviews and updates with your team and board, gathering feedback and changing your processes as needed\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-preserver-spaces=\"true\">We recommend evaluating your software yearly to ensure it&#8217;s meeting your needs and growing as you do.\u00a0<\/span><\/p>\n<h2><strong><span data-preserver-spaces=\"true\">Choose an Association CRM to Grow Your Membership Organization<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><\/h2>\n<p><span data-preserver-spaces=\"true\">Choosing the right association CRM is a win-win: it will help your staff <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/www.wildapricot.com\/blog\/nonprofit-burnout\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">avoid burnout<\/span><\/a><span data-preserver-spaces=\"true\"> by simplifying their operations, and it will improve your members\u2019 experience by creating a space where they can come together and connect.\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">While selecting new software can feel overwhelming, we hope this piece has helped you understand which platform <\/span><span data-preserver-spaces=\"true\">will<\/span><span data-preserver-spaces=\"true\"> best <\/span><span data-preserver-spaces=\"true\">suit<\/span><span data-preserver-spaces=\"true\"> your organization and provided a quick overview of <\/span><span data-preserver-spaces=\"true\">some<\/span><span data-preserver-spaces=\"true\"> top options and what to expect once you choose one.<\/span><span data-preserver-spaces=\"true\">\u00a0<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">And of course&#8230; signing up for <\/span><a class=\"editor-rtfLink\" href=\"https:\/\/register.wildapricot.com\/\" target=\"_blank\" rel=\"noopener\"><span data-preserver-spaces=\"true\">a free 60-day trial of WildApricot<\/span><\/a><span data-preserver-spaces=\"true\"> is a great place to start!\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>From member payments to stewardship touchpoints to event registrations, associations big and small have a lot to track. \u00a0 If you&#8217;re in charge of managing these processes, the right association CRM can quickly become your new best friend.\u00a0 In this post, we\u2019ll go over:\u00a0 What an association CRM actually is\u00a0 The difference between an AMS&#8230; <a class=\"read-more\" href=\"https:\/\/www.wildapricot.com\/blog\/association-crm\" aria-label=\"Continue reading Association CRM: Choosing One That\u2019s Right For You + Our Top 11 Picks\">Read More<\/a><\/p>\n","protected":false},"author":33,"featured_media":12184,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[3,7],"tags":[],"class_list":["post-921","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-website-and-technology","category-organizational-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Association CRM: Choosing One That&#039;s Right For You + Our Top 11 Picks<\/title>\n<meta name=\"description\" content=\"Not sure what software to use to manage your association? 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