members-and-crm

Members & CRM

Manage members, track contacts, and use CRM tools to grow your program

Central hub for managing all wine club memberships, with links to detailed guides on filtering, editing, bulk actions, statuses, and notes.

Search, filter, and navigate the members table to find specific memberships quickly.

Open the member sidebar to view details, change tiers, switch clubs, pause, resume, cancel, and manage individual member settings.

Select multiple members to apply labels, activate staged members in bulk, and export member data.

What each membership status means, how members transition between them, and what happens during staged activation.

Add, edit, and manage notes and flags on member profiles for your team and POS terminal.

A unified view of everyone connected to your business - prospects, staged members, ecommerce customers, and active members.

Use the import wizard to upload a spreadsheet of contacts, map columns, review data, and import in bulk.

Track and manage prospects through your pipeline - from first contact to club membership.