Features

Membership Management

Track unlimited members, automate renewals, and manage dues in one integrated system. No per-contact fees—ever.

Schedule a Demo
Unlimited Member Records
Automated Renewals
Built‑In Metrics
No Per-Contact Fees

What's Included

All features available on both Core and Pro plans

  • Organizational Memberships
  • Custom Fields
  • Member Types & Pricing
  • Unlimited Member Records

  • Scheduled Renewal Reminders
  • Automated Dues Collection
  • Installment Payments
  • Renewal Late Fees
  • Payment Processing

  • Member Self-Service Portal
  • Application Review Workflow
  • Grace Period Management
  • Promo Codes & Discounts

  • Retention Analytics
  • Advanced Segmentation
  • Contact Types
  • Data Import Wizard
  • QuickBooks Export

  • Email Integration
  • API Access
  • Mobile-Responsive
Organizational Memberships

Companies with multiple contacts

Custom Fields

Custom data fields for any information

Member Types & Pricing

Unlimited tiers with custom rates

Unlimited Member Records

Active, lapsed, prospects—no limits

Schedule Renewal Reminders

Customizable email campaigns

Automated Dues Collection

Auto-charge stored payment methods

Installment Payments

Spread dues over monthly payments

Renewal Late Fees

Automated late fee assessment

Payment Processing

Credit card, eCheck, invoices

Member Self-Service Portal

Update info & renew 24/7

Application Review Workflow

Board approval before activation

Grace Period Management

Keep access during renewal window

Promo Codes & Discounts

Member-get-member campaigns

Retention Analytics

Real-time renewal & retention rates

Advanced Segmentation

Filter on fields or activities

Contact Types

Organize contacts into custom groups

Data Import Wizard

Guided import with video tutorials

QuickBooks-Compatible Export

Export transactions for QuickBooks

Email Integration

Built-in email campaigns

API Access

Free REST API for integrations

Mobile-Responsive

Staff & member access on any device

Need more details on specific capabilities?

Applications Member Data Renewals Self-Service

Key Differentiators

No Per-Contact Pricing

Unlimited member records at any plan level. Store active, lapsed, and prospect records without increasing costs.

All-in-One Platform

Members, events, email, website, and payments in one system. No importing between disconnected tools.

Built for Associations

Purpose-built for membership organizations, not adapted from CRM software. Since 1996.

Membership Applications

Customize applications to match your membership model

Configuration Options
  • Multiple member types: Student, Professional, Retired, Corporate, Lifetime, etc.
  • Custom fields: Collect any information you need from applicants
  • Chapter/SIG fees: Let members select optional upgrades
  • Promo codes: Limit to new or renewing members, or specific membership categories
  • Application fees: One-time fees separate from dues
  • Application review: Hold for board approval before activation
Organizational Memberships
  • Company as member: Organization pays dues, multiple individuals have privileges
  • Individual limits: Control how many individuals per organization
  • Mixed models: Support both organizational and individual memberships simultaneously
  • Organizational data: Company-specific fields separate from individual contacts

Member Records & Data

Complete member profiles in one place

Individual member profile showing contact information, membership details, and activity history
Complete member profile with contact info, membership history, custom fields, and transaction data
What's Stored in Member Profiles
  • Contact information: Name, email, phone, address, photo
  • Membership details: Type, join date, expiration, renewal history
  • Custom fields: Industry, specialty, certifications, interests, demographics
  • Activity history: Committees, events, continuing education
  • Transactions: Dues, event fees, purchases, balances
  • Email preferences: Opt-in status by email type
Member Types & Contact Types
  • Unlimited member types: Different dues rates by category
  • Membership upgrades: Guide transition to new category at renewal (Student → Professional)
  • Contact types: Tag members with additional roles (Board, Chapter, Volunteer)
  • Segment for campaigns: Email specific groups (all Board Members, all Texas Chapter)

Renewals & Retention

Automate renewals and track retention metrics

Individual member profile showing contact information, membership details, and activity history
Real-time retention dashboard with renewal rates, membership trends, and automated campaign setup
Customizable Email Campaigns
  • Schedule campaigns to members expiring in 30, 60, or 90 days
  • Set once, run automatically every month
  • Recipient list updates automatically
Automated Dues Collection
  • Auto-charge stored payment methods on renewal date
  • Members renew without taking action
  • Optional—members can opt in/out
Payment Options
  • Credit card, eCheck, invoice
  • Saved payment methods for faster renewal
  • Monthly installment payments
Retention Metrics
  • Retention rate: % of members retained by type or overall
  • Renewal rate: % who renewed when membership expired
  • Average tenure: How long members stay
  • Membership by month: Year-over-year trends
  • New members by month: Acquisition tracking
Segmentation & Targeting
  • Expiring soon: Members expiring in 30/60/90 days
  • Newly joined: Welcome campaigns
  • Recently lapsed: Re-engagement campaigns
  • In grace period: View expired members still active
Related Resource

How to Reduce Membership Churn: 10 Proven Strategies

Learn how to use retention analytics and at-risk member tracking to prevent member loss. Includes actionable strategies, implementation timelines, and success metrics from 30 years of building membership management software.

Member Self-Service Portal

Give members 24/7 access to manage their own data

Member self-service portal showing profile update, renewal, and transaction history
Member portal where members update contact info, renew memberships, and manage preferences
What Members Can Do
  • Update contact info: Email, phone, address, job title
  • Renew memberships: Online payment with saved methods
  • View history: Join date, expiration, renewals
  • Manage email preferences: Opt in/out by email type
  • View transactions: Invoices, receipts, balances
  • Upload profile photo: For directory and staff use

Self-Service Benefits:

Members reduce your administrative workload by managing their own contact information, renewals, and preferences—all without staff intervention.

Solutions

Membership Management for Your Organization Type

See how associations like yours use i4a to manage members

Trade Associations

Organizational memberships with multiple contacts per company, automated renewals, and custom member types.

Learn more
Professional Associations

Individual memberships with custom fields, automated renewal reminders, and flexible dues pricing.

Learn more
Membership Nonprofits

Simple dues collection with multiple payment options, member types, and automated renewal reminders.

Learn more
AMCs

Manage multiple client associations on one platform with separate databases and consistent staff workflows.

Learn more

Common Questions

i4a uses flat-rate pricing with unlimited member records. Whether you have 1,000 members or 50,000+ members, your price stays the same. No per-contact fees as you add lapsed members or prospects to your database. See pricing details

Yes. Use our guided import wizard to bring in data from spreadsheets, your old AMS, CRM, or any system that exports to CSV/Excel. Video tutorials guide you through mapping fields.

Yes. i4a supports individual memberships (where the individual is the member) and organizational memberships (where a company is the member with multiple employees/contacts). You can have both types in the same database.

Yes. You can create as many membership types as you need, each with its own pricing, benefits, and renewal schedule (annual, monthly, rolling, fixed date, etc.).

Yes. Create unlimited member types (Student, Professional, Retired, Corporate, etc.) with different dues rates. Set prospective rates (future pricing) and offer promo codes.

Create an email campaign once and schedule it to send automatically to members expiring in a date range you set (e.g., "expiring in the next 30 days"). The recipient list updates automatically each time it sends.

Members can pay with credit card, eCheck/ACH, or request an invoice. You can enable saved payment methods, offer monthly installment payments, and optionally enable automated dues collection to auto-charge stored payment methods.

Yes. Set member types to hold applications for review. Applicants submit and pay dues, but membership isn't activated until staff or board confirms it. You can send custom confirmation or decline emails.

Yes. Our certification module tracks credits, continuing education, expiration dates, and can generate certificates. Members can view their credit history in the member portal.

Yes. Members can be assigned to chapters, committees, interest groups, and other segments. This is useful for targeted communications, reporting, and access control for member-only content.

Explore Related Features

See how our integrated platform works together

Event Management

Manage meetings, conferences, and events with custom registration forms, attendance tracking, and automated communications.

Learn more about Event Management

Email Marketing

Create targeted campaigns, newsletters, and scheduled campaigns to keep members engaged and informed.

Learn more about Email Marketing

Member Directory

Create searchable, customizable member directories that facilitate networking and showcase your membership community.

Learn more about Member Directories
See All Platform Features

Membership Retention Guide

Proven strategies to reduce churn and improve renewal rates—from onboarding to at-risk intervention.

Read the Guide

Member Engagement Guide

Strategies to deepen relationships, boost participation, and turn passive members into advocates.

Read the Guide

Ready to Stop Paying Per Member?

See how i4a's association management software with flat-rate pricing and unlimited contacts lets you grow your membership without increasing software costs. Schedule a 30-60 minute demo tailored to your organization's size and structure.

Schedule a Demo