Crm For Use With Wild Apricot

wild-apricot-review

How do you manage a small business? Have you ever thought about how to manage a small organization?

And don’t forget the members. These are the people who keep coming back for your services. There’s software that can help you organize your life. Wild Apricot is the name. Membership coordination will never be the same again.

This review will cover Wild Apricot’s capabilities and pricing, whether you would plan to use it on your own business. Let’s get started, shall we?

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Before you go on, you may want to watch this video by Wild Apricot Membership Software on YouTube that gives a quick review. After, you’ll want to read the rest of the article for a more comprehensive review of Wild Apricot.

Management at Your Fingertips Crm For Use With Wild Apricot

Wild Apricot, a cloud-based management tool that allows you to track any transaction in your business, is available. They include members, events, and cash transactions.

The software has a 30-day free trial for up to 50 members, albeit with limited features.

Its robust set of features can make administration within reach. Wild Apricot is available on the web, or you could use their mobile app for both iOS and Android devices. This allows you to make it easy for key personnel in your institution to access Wild Apricot.

Useful Features for Your Business

If you’re especially running a non-profit business, Wild Apricot got it covered for you. Wild Apricot offers a drag-and drop website builder, which makes web development easier.

The software also has financial reporting tools to track any transaction, whether cash, debit, or credit. All of them are kept in an all-in-one platform for any coordination necessary.

This can offer specific services that will benefit your business in addition to its standard offerings. The UI may be a bit all over the place at first, yet its many features make it a cut above the rest.

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Database of Members

The software reduces the number of manual work into one automated data built-in. This information can be accessed via the internet or mobile apps. The database can be used to customize membership levels, renewals, and it’s easily manageable.

Members of the organization have access to their personal information and can update it whenever they wish. Members can access their profiles to gain more services.

For the owner’s side, you could create a directory for the members to follow. What will be put up in the database is synced in real-time.

This won’t be a problem, especially that you don’t have to personally reach out to the member.

Events

Wild Apricot can help you determine the best time to host any event for your members.

Events can be presented visually in a calendar format or as a list format. It doesn’t matter what format you prefer. You can customize them to suit your needs and the members’ wishes, so that each side receives their own benefits.

You could also put up some added perks to make things enticing.

Let’s take an example: A live webinar can bring in new members while a private session encourages peers to sign up. Business owners can also gain from their arranged events by having a specific number of registrations.

As Wild Apricot is cloud-based, the staff in charge can schedule anything on the dot, as long as you have an Internet connection.

It is not integrated into any social media. Meaning you have to share the information manually, even if it’s all set up in the software. It can be troubling when you heavily rely on those channels.

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Comprehensive Financial Reports

The software has a financial tracking system to organize all finances. You can generate financial reports showing any payment status, income source and any outstanding debts.

This is the right place for you if you are a business that requires cash flow analysis. They can be sorted into any form of the transaction too!

Website

All Wild Apricot’s subscriptions include website hosting through AWS. You can create a website using premade templates, or drag and drop.

This is a good option if you don’t want your members to be sorted into another site for another company. There are many themes to choose from or you can make your own. The editor can customize your page, and they are saved through the cloud.

A paid subscription may be necessary if your company requires a custom domain. Free plans only get a subdomain, not a personal one.

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Donations

To make extra money for non-profit organizations, you could set up a digital tip box on your website. Although it might seem odd, it’s a good way to find another source of income. Money is what makes the world go around, as they say.

Wild Apricot lets you add a donation button, include goals, and a progress widget. This can be exported into data with the number of donations received.

Online Store

As part of Wild Apricot’s features, you can set up an online store with their service. You can add, remove, or sort out seasonal prices for products. The system will securely process payments.

Wild Apricot also has the option to let them be the ones in charge of logistics. They accept any product, digital or physical. You can also sell ebooks or videos.

Let’s take an example of ebooks: basic recipes or basic math. Any form of education that’s easily digestible will make your products worth buying. They also benefit their members by having a purpose.

Payments

Wild Apricot Payments is the channel that makes payments. It works the same way as any other online payment gateway. Simply enter your card details and the payment will be processed. Rest assured that this process is secured both ways.

There are processing fees of 2.9% and $0.30 per transaction. Any payment is sent directly to your bank account.

There would be invoices and receipts to know that you’ve made a deal. These documents can be exported to.csv file.

This is not possible in all countries. Wild Apricot clients who are based in the United States or Canada cannot receive these perks. Clients or members based in other countries might need to look for alternative payment options. But they can at least still use the software for its other useful features.

Members can use popular payment channels like PayPal or Stripe if one is not based in the countries mentioned. It also means you do not have to manually process all of it.

Marketing and Outreach to Members

Wild Apricot lets you choose any form of marketing to promote your organization.

Email marketing is one of them. You can limit or increase the number depending on what you like.

With various email templates to select from, you can have a professional email or a personal one that’s even mobile-friendly. Wild Apricot tracks all the emails’ delivery, clicks and opens. This data will be needed to know whether your strategy is working.

Pricing Plans

As it was noted before, there’s a free trial available for up to 50 members. There are 7 options available if you’d like to have more features for a larger group. The table below summarizes their offerings at present.

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It’s a great deal with a starting price of $48, which is quite reasonable. This table shows that Wild Apricot won’t give up on its fight against its competitors.

One advantage is that Wild Apricot can cater to various demographics, whether some are niche or generally known to many. All plans are flat-rate, meaning there are no cancellation fees or additional fees.

You have the freedom to avail any plan. You can use it with or without a plan.

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Conclusion and Recommendations

Wild Apricot is recommended for any business or non-profit organization. Crm For Use With Wild Apricot

Its ubiquitous trademark being the website builder by having no web development background can make website management secure. It can track all data, from cash transactions to marketing performance. This is a sure-fire way to increase sales. Crm For Use With Wild Apricot

Although its interface may need to be redesigned for new technology, it is still compatible with older devices. You could use it even on the Free plan.

Frequently Asked Questions (FAQs) Crm For Use With Wild Apricot

What is Wild Apricot?

Wild Apricot is a cloud-based management software for organizations of all sizes that arranges events, members, and sales.

What devices are compatible with Wild Apricot?

Wild Apricot can be accessed online and via a mobile application. It’s compatible both with iOS and Android devices.

Wild Apricot offers customer support

Yes! Yes! Your questions will be addressed promptly.

Are there any hidden transaction fees?

No. No hidden fees are included in any of the plans. Wild Apricot plans have a flat rate. You don’t need to pay an additional cancellation fee if your account is terminated.

What does the Free trial have?

For 30 days, you get access to the base software features. After 30 days, you can choose to continue your Free or ad-free subscription. Wild Apricot is up to you if it’s something that you wish to keep using.

Can you use your emails for Wild Apricot?

Yes. Wild Apricot uses email as one of the main channels of communication between the owner and members. To keep everyone involved, you can send reminders, invoices and invitations.

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