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. If you ever need software to get things arranged, there’s one who’ll do the job. Wild Apricot is its 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 going, shall we?
Before you go on, you may want to check out this video by Wild Apricot Membership Software on YouTube that gives a quick review. Afterward, you’ll want to read the rest of the article for a more comprehensive review.
Management at Your Fingertips Wild Apricot Crm
Wild Apricot is a cloud-based management software to keep tabs on any transaction within your business. They include members, events, and cash transactions.
You can get a 30-day trial of the software for as many as 50 users, but only with certain features.
The robust features make it easy to manage. Wild Apricot can be accessed online or via their mobile app. It is compatible with both iOS and Android. 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.
Financial reporting tools are also available to help track all transactions, cash, debit, and credit. They all can be accessed from one platform, allowing for easy coordination.
This can offer specific services that will benefit your business in addition to its standard offerings. Although the UI is a little confusing at first, its many features make it stand out from the rest.
Software reduces manual work and creates one integrated data system. Information collected here can be through the web or through 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 even access their own profiles to get more services they wish to.
You could also create a directory that the owners can follow. The database will be synchronized in real time.
This won’t be a problem, especially that you don’t have to personally reach out to the member.
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.
Here’s an example: A live public webinar can attract potential new members, while a private session can encourage peers to join. A specific number of participants can help business owners reap the benefits of their events.
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. This means that you will have to manually share the information, even though it is already in the software. This can be problematic if you rely heavily on these channels.
Comprehensive Financial Reports
The software has a financial tracking system to organize all finances. There’s an option to generate financial reports that show any payment status, income by source, and measuring any existing outstanding debts.
This is the right place for you if you are a business that requires cash flow analysis. They can also be used to sort any type of transaction!
All Wild Apricot subscriptions include AWS website hosting. Like before, you can build a website with premade templates or through 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. You can personalize your page using the editor, and these are saved to the cloud.
If your organization needs a custom domain, you may need to consider having a paid subscription. Free plans only get a subdomain, not a personal one.
For non-profit organizations, you can set up a digital tip jar on your websites to get some extra cash. While it may be irregular, it is best to get 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. You can export this data to see the total number of donations received.
As part of Wild Apricot’s features, you can set up an online store with their service. Products can be added, removed, or sorted out with seasonal prices. 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. In other words, you can sell ebooks and videos.
Let’s take an example of ebooks: basic recipes or basic math. Your products will be worth purchasing if they are easy to understand. They also benefit their members by having a purpose.
Payments are made through their own channel called Wild Apricot Payments. How it works is like any other online gateway: enter your card details, and the payment will be transacted. Rest assured that this process is secured both ways.
They have processing fees at 2.9% plus $0.30 per transaction, where any payment goes directly to your bank account.
There would be invoices and receipts to know that you’ve made a deal. These can also be exported to .csv files.
This is not possible in all countries. Wild Apricot clients who are based in the United States or Canada cannot receive these perks. Members or clients based outside of the said countries may need to find alternatives to payments. They can still use the software’s other useful features, however.
If you are not located in one of the mentioned countries, members can still use popular payment channels such as Stripe or PayPal. It also means you do not have to manually process all of it.
Marketing and Outreach to Members
Wild Apricot allows you to choose from any type of marketing to promote the organization.
Email marketing is one of them. They can be limited or unlimited depending on your liking, so you can control the number of engagements.
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. These data are necessary to determine if your strategy is effective.
As it was noted before, there’s a free trial available for up to 50 members. And if you want to get more features for a bigger group, you have 7 options for you to choose from. Below is a summary of their current offerings.
Having the starting price at $48, it’s rather a reasonable deal. This table shows that Wild Apricot won’t give up on its fight against its competitors.
Wild Apricot caters to a variety of demographics. All plans follow a flat rate which means there are no additional fees and no cancellation fees.
You have the freedom to avail any plan. You can use it with or without a plan.
Conclusion and Recommendations
Wild Apricot is recommended for any business or non-profit organization. Wild Apricot Crm
Website management can be made easy by its ubiquitous trademark, the website builder. Adding the fact it can even track any form of data from cash transactions to marketing performance, it’s a surefire way to get more sales. Wild Apricot Crm
While its UI may need a redesign for more advanced technology, having it compatible with older devices is an advantage in itself. You could use it even on the Free plan.
Frequently Asked Questions (FAQs) Wild Apricot Crm
What is Wild Apricot?
Wild Apricot, a cloud-based management tool for all sizes of organizations, organizes members and sales.
What devices can be used with Wild Apricot
Wild Apricot can be accessed online and via a mobile application. It’s compatible both with iOS and Android devices.
Does Wild Apricot offer customer support?
Yes. Yes! They make sure your inquiries will be taken care of.
Are there any hidden transaction fees?
No. No hidden fees are included in any of the plans. Wild Apricot’s plans are flat rate and you do not need to spend an additional cancellation fee if you want to stop using the service.
What is the Free Trial?
You have access to the base software features for 30 days. After the 30 days pass, you have the option to avail yourself of any subscription ad-free or continue the Free plan. Wild Apricot is up to you if it’s something that you wish to keep using.
Can you use your emails for Wild Apricot?
Definitely. Wild Apricot uses email as one of the main channels of communication between the owner and members. You can send out reminders, invoices, and event invitations to keep everyone engaged.