MembershipEdge

MembershipEdge is a web-based service offered by Cimarron Valley Solutions, LLC, designed to assist churches and faith-based organizations in managing their operations more effectively. According to the vendor, this all-in-one solution provides a range of tools and features to handle various aspects such as member management, attendance tracking, event scheduling, contribution and pledge tracking, as well as integrated communication capabilities. MembershipEdge is suitable for churches and faith-based organizations of all sizes.

Key Features

Individuals and Families: According to the vendor, MembershipEdge allows users to manage information about members, visitors, attendees, and their families. This includes capturing names, addresses, phone numbers, birth dates, and family relationships. The software also offers the ability to track skills and interests of individuals and store their photos.

Reports and Customization: Users can generate various reports such as member lists, birthdays, anniversaries, baptisms, membership history, photo directory, and more, according to the vendor. The software provides flexibility in customizing report content with selection criteria and exporting reports to Word, Excel, or PhoneTree dial lists. Integration with Microsoft Office applications enables the creation of mailing labels and contact files.

Groups, Small Groups, Events, and Resources: MembershipEdge allows users to define and track groups or teams, including membership within groups, according to the vendor. The software offers comprehensive support for Small Groups, including scheduling, contact information, and meeting details. Users can schedule meetings and events, track attendance, and manage resources tied to events and meetings. Address labels and e-mail messages can be created for group members.

Contributions and Pledges: According to the vendor, users can track donations and contributions by individual and maintain a history of bank deposits from contribution sources. MembershipEdge allows users to set up accounts and funds to distribute contributions and generate annual statements suitable for mailing. The software also provides the ability to link contributions to general ledger accounts and generate pledge summary and detail reports.

Integration with Microsoft Office and PhoneTree: MembershipEdge seamlessly integrates with Microsoft Office applications, according to the vendor. Users can download and save reports as Word or Excel files, import addresses directly into Word for mail merge, and import contacts into e-mail contact folders. The software also allows users to export dial lists for import into PhoneTree.

Visitations - Assimilation (CareTrac Feature): According to the vendor, MembershipEdge offers features to easily track visits, information requests, consultations, and more. Users can create follow-up plans for automatic scheduling of calls, e-mails, and letters, and keep notes from calls, meetings, and other interactions.

Church Website Integration (SiteLink Feature): MembershipEdge allows users to link the church website to information sources within the software, according to the vendor. Users can publish events calendar, membership directory, and small group listings on the website. The software offers the option to include public and members-only sections requiring login, with immediate updates of changes made in MembershipEdge to the website.

Smart Phone Interface: According to the vendor, users can access their MembershipEdge account from any web-enabled smart phone. This allows them to look up church members, visitors, and more, quickly phone or e-mail contacts, and check group membership, church calendar, birthdays, anniversaries, and more.

Accounting and Payroll: MembershipEdge does not have accounting and payroll modules, according to the vendor. However, it can be used with any accounting and payroll system, including Quickbooks. Discounts on Quickbooks purchases made from their website are also available.

Customization and Security: Users can customize text fields, checkbox fields, and date fields, according to the vendor. The software allows for setting default values for data field inputs to save time and provides flexibility in creating reports with selection criteria and results. Access to the database is limited to authorized users with role-based authorizations and login credentials for enhanced security.