CRM

KRush
Participant

Membership Organization

Hi there,

 

I work for a membership organization.   The membership sits at the organization level vs. with a specific contact.    I'd like to figure our a way to track renewal dates (renews annually) and the membership fees.  Any suggestions on how to best do this?

 

Any other membership orgs or associations out there?

 

TIA!

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2 Replies 2
Jnix284
Guide | Partner
Guide | Partner

Membership Organization

Hi @KRush  - happy to help work through a solution (or two) to make HubSpot work better for you.

 

A few basic questions to get a better understanding of your setup:

 

Are you using Companies to track the Organizations and associate to the Contacts?

 

Are you currently tracking the membership renewal and fee information at the Contact level?

 

Do you have Automation/Workflows included in your HubSpot subscription?

 

The others might have additional questions, but I think this is enough to get the conversation started. 🙂

TiphaineCuisset
Community Manager
Community Manager

Membership Organization

Hi @KRush 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @Josh @Chriso-mwx @Jnix284 do you have some advice for @KRush on this?

 

Thank you!

Best,

Tiphaine


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