Follow 

Contact

Share

Oversold Handling of Corporate Memberships

Customer Service
3
Ease of Use
3
Reliability
4
Customization
2
Version: 
Oasis
Membership Size: 
101-500
Industry Type: 
Construction
Organization Type: 
Trade Membership
Primary Job Function: 
Chief Staff Officer (#1)
Number of Years Using the AMS: 
1-3 years

While the setup and implementation process went fairly well, it quickly became apparent that this product is better suited for individual membership organizations, and they have band-aid fixes to make it work for corporate memberships. Our members are very frustrated with our inability to designate AP contacts. As time goes on (we launched Nov 2018) we get more and more individual contacts being imported into our Quickbooks software,  and it is messy having invoices spread over organizations and individuals in both MemberClicks and accounting. We have a $350K operating budget with 2.5 FTE staff, so our options were limited during the RFP process. Be sure to budget for 5% annual increases if you go with this company. How I wish we could increase our dues by that amount every year! Lucky to get that every two.