Features MembershipEdge has the features churches need to manage mailings, member records, contributions, pledges, attendance, event schedules, visitors, small groups, and more.

◊ Individuals and Families

• Names, addresses, phone numbers, birth dates, family relationships
• Skills and interests
• Photos - individual and family
• Reports - members, birthdays, anniversaries, baptisms, membership history, photo directory, phone list, skills, and many more
• Customize report content - flexible selection criteria
• Export to Word, Excel, PhoneTree dial list
  
• Mailing Labels, Contact Files - integrate with M/S Office applications
• Easily create e-mail messages to individuals and groups

◊ Groups, Small Groups, Events, and Resources

• Define any number of groups or teams and optionally, track membership
• Comprehensive support for Small Groups - when, where they meet, whom to contact, ...
• Schedule meetings and events - include in Church Calendar
• Optionally track individual attendance and overall attendance at events (such as worship services, Sunday schools, team meetings, etc.)
• Identify attendance patterns of individuals
• Resources - book reservations tied to events and meetings, avoid scheduling conflicts
• Easily create address labels, and/or e-mail messages to group members

◊ Contributions and Pledges

• Track donations and contributions by individual
• Maintain history of bank deposits from contribution sources
• Set up Accounts / Funds and distribute contributions into designated funds
• Create annual Statements to Members suitable for mailing.
• Create periodic Pledge Statements showing amounts pledged and contributed (optional)
• Link Contributions to General Ledger Accounts

  Funds can be defined as Annual (Fiscal Year) recurring, or as Special Period with variable start and end dates for one-time special projects Pledge summary and detail reports by Account / Fund and by Member
  

◊  Integration with Microsoft Office and PhoneTree

• Many reports can be downloaded and saved as Word or Excel files
• Mail Merge - addresses import directly into Word Mail Merge
• Contacts - address and phone numbers Import directly into E-mail contact folder
• Dial Lists - easily export dial lists for Import directly into PhoneTree

◊ Visitations - Assimilation (CareTrac Feature)

• Easily track Visits, Information Requests, Consultations, etc.
• Create follow-up plans for automatic scheduling of calls, e-mail's/letters to send
• Track visitor card information
• Individual Calendar shows follow-up assignments, scheduled appointments, etc.
• Scheduling feature integrates with your personal calendar in Outlook, etc.
• Templates feature lets you predefine e-mail messages, form letters, discussion points, and use them again and again
• Keep Notes from calls, meetings, etc.
  
  

◊ Church Website Integration (SiteLink Feature)

• Link your Church website to your MembershipEdge information sources
• Publish your Events Calendar, Membership Directory, Small Group Listings on your website
• Includes a Public and a Members Only section requiring login
• Select what information is shown
• Immediate update - changes posted to your MembershipEdge database are immediately available to your website users
• SiteLink is an optional, added charge feature.

◊ Smart Phone Interface

• Access your MembershipEdge Account from any Web-Enabled Smart Phone
• BlackBerry®, iPhone™, .... any phone with web-access
• Lookup church members, visitors, etc. and quickly phone or e-mail them
• Check on group membership, check the church calendar, birthdays, anniversaries, etc.

◊ Accounting and Payroll

• MembershipEdge does not have Accounting and Payroll modules
• This frees you to use any Accounting and Payroll system you choose
• We think this gives you added flexibility and freedom to change your church management system or accounting system without impacting the other
• We are an affiliate of Quickbooks from Intuit and offer discounts on purchases made from our website (see our Tour: Accounting and Payroll page)
  

◊ Customization

• User defined text fields, checkbox fields, and date fields
• Default values for data field inputs can be customized to save data entry time
• Reports - flexible choice of selection criteria and report results

◊ Security

• Access is limited to defined users with a User Name and Password assigned by the "security administrator'.
• "Role' base authorizations. Access to each function can be selectively granted to only those users who have the responsibility to maintain the information and create reports based on it.
• Uses easy to understand names for roles. For example, users who manage information about groups are granted "Group Manager" authority.