Member Management

The membership module allows you to create, modify and manage all of your customers in a single area.

You can create segmented groups based off customer attributes and easily edit or look up customer details, right down to transaction history, sign up date or loyalty status.

You also have the ability to create online orders on behalf of your customer for a complete customer service experience.

The membership module can be integrated with your offline database and your email system ensuring your database is constantly up to date and managed as a single entity.

Member Creation

Create member accounts and save custom information.

Member Login

Allows users to update details and see special pricing/site content such as loyalty and VIP points, balances, exclusive offers and more.

Transaction History

Users have access to previous orders and tracking numbers. For B2B and wholesale there is support to extend standard views to allow customers to re-order.

Solutionists Membership and Customer Groups

Group Members

Users can belong to multiple segments or user types.

Solutionists Criteria-Based Membership and Customer Groups

Smart Groups

Filter your database using certain criteria or customer attributes.

Import/Export Members

Ability to export member groups as spread sheets, or manually import members.