Knowledgebase & Support

The Membership Management Module in MokoCRM supports associations, nonprofits, and membership-based organizations in tracking, organizing, and renewing member records, dues, and statuses. It integrates seamlessly with CRM and Accounting modules for a full-cycle member experience.

The Membership Management Module in MokoCRM supports associations, nonprofits, and membership-based organizations in tracking, organizing, and renewing member records, dues, and statuses. It integrates seamlessly with CRM and Accounting modules for a full-cycle member experience.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Foundation Members
2. Click the “Activate” icon to enable
3. Configure defaults under Setup → Module Setup → Members

👤 Adding Members

1. Go to Members → New Member
2. Complete the form:
   • Member Name and contact details
   • Membership Type (e.g., Student, Annual, Corporate)
   • Start Date, duration, and fee
   • Optionally link to a Third Party (company contact)
3. Save the member and generate a membership card or confirmation if desired

💳 Managing Subscriptions and Renewals

Memberships include:

• Validity period (start/end dates)
• Payment history
• Renewal and cancellation status

To renew:

1. Open the member’s profile
2. Click "Renew Membership"
3. Enter the new validity dates and fee
4. Save to log the renewal

🧮 Membership Types

Define under Members → Setup → Membership Types

Customize:

• Type name and visibility
• Default subscription duration
• Associated amount or fee
• Public/private flags

Useful for automating member plans and pricing tiers.

📊 Tracking and Reporting

Use filters to find:

• Active, expired, or pending memberships
• Specific membership types or date ranges

Export reports to CSV or PDF for internal use or communication campaigns. Use integrated email templates for reminders and outreach.

📌 Best Practices

• Link members to third parties for better CRM integration
• Configure automated renewal notices
• Use built-in tools to generate receipts or ID cards
• Regularly audit member status and payment completeness
• Combine with the Accounting module for financial tracking