Because It's All About Your Members

Portal for Members

A Customized & Branded CRM Member Portal

A customized Portal for members, catered to their exact needs and permissions so they only see the information most relevant to them. All the features connect seamlessly with Salesforce, keeping your data in one centralized place.

How It Works

The Power of Salesforce with a
Chapter-Specific Member Portal

Member Portal Features

Helping Your Members Make the
Most Out of Their Experience

The Portal is the primary online site for your organization’s members, donors, volunteers, and other constituents. Members can search for fellow members, view exclusive member benefits and opportunities, see their giving history, manage their chapters, and more.

Roster

Connect with members and alumni, send Portal invites, and more. With custom permissions, members only see what matters to them.

Recruitment

Create and track potential new members and report them as official members, making the recruitment process easy to manage.

Roles

View all officers in a member’s group and organization, giving the ability to connect with group leadership or reach out to alumni volunteers.

Profile Accuracy

Members can update their own profiles and information in the Portal, helping your data remain accurately reflected in Salesforce.

Prompts

Ensure accurate data by requiring members to complete certain information before they can access the Portal or specific features.

Status Updater

Keep your organization’s statuses current by giving select users permission to change or view member statuses for their chapter.

Track Activity

Track, view, and update engagement in member activities, such as service hours, philanthropy, event attendance, meals, and more.

Forms

Add forms to your Portal to acquire and track information from members, which automatically creates a record on Salesforce.

Other Portal Features

Contact Directory

The Contact Directory allows users to search for other contacts within the organization, such as members, volunteers, donors, and more.

Role Directory

The Role Directory allows users to browse the group role holders within the organization.

Other Features

The Portal is packed with other features, allowing members to track their activity such as service hours, complete forms, and access a contact directory. See the video above to learn more about the Portal.

Real Customers. Real Results.

Gives us a platform where we can continually make improvements and make sure our tools keep up with us."

Tri Delta

Learn how other organizations have utilized our platforms to transform their processes, improve staff efficiency, and enhance the user interface.

See How re:Members Can Transform Your Organization

Experience firsthand why today’s leading fraternal organizations choose re:Members to exceed member expectations and streamline operations.

Request a personalized demo today.