iMIS Software Features


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Want to learn more about iMIS? You can watch a product overview tour or request a personal demo.

 
iMIS Membership Contact Management Software

Contact Management

 
Get a unified view of every interaction with your members, supporters, and other constituents.
  • Manage contacts, address, and demographic information for individuals, organizations, or groups
  • Verify addresses at the point of entry or through batch address cleansing
  • Create unique reciprocal relationships between individuals or organizations
  • Allow designated users to manage contact information for companies, chapters, or committees
iMIS Membership Contact Management
 
iMIS Membership Management Software

Membership Management

 
Boost member engagement, satisfaction, and retention.
  • Manage individual or company memberships and membership fees for multi-tiered, variable duration, and other complicated membership models
  • Allow members to join or renew memberships online, manage their own profiles, and view purchase history
  • Send automated, personalized email reminders about deadlines or scheduled payments
  • Manage chapter membership and track committee participation
iMIS Membership Management
 
iMIS Fundraising Software

Fundraising Management

 
Improve donor communication, engagement, and giving levels.
  • Process pledges/gifts of all types, including annual, major, recurring, planned, and tribute
  • Allow supporters to give online, manage their own profiles, and view donation history
  • Send automated, personalized email pledge reminders, gift acknowledgements, and donation receipts
  • Track and measure appeal, campaign, or fund performance
iMIS Fundraising Software
 
iMIS Financials and Accounting

Financials & Accounting

 
Get a complete picture of your organization's finances.
  • Easily manage daily financial batches, invoices, and adjustments
  • Accept payments securely with integrated payment processing that meets the highest standard for security
  • Utilize separate bank accounts for different types of payments such as membership fees, donations, event registrations, or product sales
  • Simplify processes by integrating with your accounting software, such as MS Dynamics or QuickBooks
iMIS Financials and Accounting
 
iMIS Membership Events Software

Events Management

 
Transform your events into experiences with the latest mobile features and convenience your attendees want.
  • Manage the planning, logistics, communication, and registration for events of all types and sizes
  • Offer flexible pricing based on registration date, membership type, or other demographic information
  • Allow registrants to apply discount codes for special pricing
  • Automate reminder and thank you emails
  • Easily create a responsive event microsite with agenda, registrant directory, Twitter feed, and more
iMIS Membership Events Software
 
iMIS Certification and Education Software

Certification & Education

 
Streamline and automate your credentialing, licensing, and certification processes.
  • Define multiple certification programs — each with a different set of criteria
  • Specify any combination of requirements for certification, including event attendance or product purchases
  • Allow applicants to apply and monitor their certification progress online
  • Send automated email reminders and notifications to applicants and certificants
iMIS Certification Software
 
iMIS Product Sales and Online Store Software

Product Sales & Online Store

 
Manage online product sales and other financial transactions with a unified shopping cart experience.
  • Easily create a sophisticated online store with tax and shipping calculations
  • Allow users to buy products, renew membership fees, make donations, or register for events in shopping cart
  • Increase revenue by offering promotions and discounts across all payment areas
  • Ensure the highest level of security for credit card data with a PCI-Validated solution
Product Sales and Online Store
 
iMIS Advertising Sales for Membership

Advertising Sales

 
Track and manage advertising opportunities from sales through insertion.
  • Process orders for many types of ads, including display, classified, and digital
  • Automate the placement of display and classified ads
  • Summarize ad activity by publication, account, territory, sales rep, time period, and ad type
  • Analyze sales performance with forecasting, competitive tracking, goals, and quotas
iMIS Advertising Sales for Membership Organizations
 
iMIS Membership Campaign and Email Software

Campaigns & Email Marketing

 
Engage your constituents with personalized, automated, and integrated marketing campaigns.
  • Manage a coordinated series of marketing activities including lists, sourcecodes, budgets, goals, and results
  • Easily define and save list segments for repeated use
  • Create, manage, and track complex sales opportunities including account ownership
  • E-mail individuals or groups and track delivery, opens, and click through rates
  • Easily personalize your email campaigns with data right from your iMIS system
  • Schedule and automate emails, including receipts, reminders, and updates
iMIS Membership Software
 
iMIS Online Forms

Online Forms

 
Easily design and deploy beautiful and functional online forms
  • Design and layout attractive forms using any combination of contact, address, user-defined or activity fields from iMIS
  • Use a full-featured HTML template to apply custom styling and graphics to your forms
  • Existing iMIS data can be dynamically prefilled into any form
  • Add complex automation to your forms with post-submission processing
 
iMIS Payment Processing

Payment Processing

 
Simple, secure, and affordable payment processing with iMIS Pay Central.
  • Enjoy next-day funding, directly to your bank account
  • Supports fully integrated voids and refunds, eliminating the need to process/post between separate systems and reducing the potential for human error
  • Includes automatic updates to expired and outdated card information daily
  • Access a secure, online portal to see your transactions in real-time, process reconciliations, run or export reports, and accept credit card payments offline
iMIS Payment Processing
 
Manage Membership Websites with iMIS CMS Software

Website Management

 
Build a new website or connect to your current one.
  • Select from a gallery of configurable and responsive site templates to quickly and affordably design your website
  • Quickly build sophisticated web pages using highly configurable out-of-the-box web parts, such as menus, lists, charts, calendars, user profiles, and more
  • Let staff and volunteer leaders easily create and manage branded websites for committees, chapters, councils, ad hoc groups or special events
  • Use a unified search option to find web content as well as information from your iMIS database, including contacts, events, products, documents, and more
Manage Membership Websites with iMIS CMS Software
 
Engage Members with Clowder for iMIS App

Mobile App

 
Engage members, supporters, and other constituents with the Clowder for iMIS year-round app.
  • Replace one-time use event apps
  • Facilitate member-to-member networking
  • Provide a new line of communication to members
  • Produce new ad revenue streams
Engage Members with the Clowder for iMIS App
 
See how effectively you engage Members with iMIS Scoring

Engagement Scoring

 
Easily measure, track, and improve engagement with your members, donors and constituents.
  • Measure individual and company engagement with dashboards
  • Calculate engagement using components such as event attendance, products purchased, donations, committee participation, volunteer hours, online community participation, email opens and website visits
  • Track engagement scores by week, month or year
Engage Members and Donors on any device with iMIS Responsive CMS Software
 
Automate tasks with iMIS

Process Automation

 
Improve staff productivity by automating manual tasks and communications.
  • Improve staff productivity and constituent engagement by automating manual tasks and communications
  • Schedule tasks — such as an email, report, or stored procedure — based on changes to database tables in iMIS
  • Automate emails, including new-member welcomes, donation thank yous, and event reminders without burdening your staff — so nothing falls through the cracks
  • Display personalized announcements to your website users, including member renewal reminders, donation requests, or event announcements
  • Alert staff when viewing a constituent record in iMIS when data is missing (such as an email address) or there is a special status (volunteer, committee member or major donor)
Automate tasks with iMIS
 
iMIS Membership Software

Dashboards & Reports

 
Achieve continuous performance improvement through real-time measurement of KPIs.
  • Powerful, flexible, self-service ad hoc reporting, dashboards and analytics powered by Exago BI
  • Easily configure standard dashboards and reports for your specific needs or create new ones with drag-and-drop simplicity
  • Export reports to PDF, XLS, CSV, or RTF files; email reports with a simple click; and schedule recurring report deliveries to keep their teams up to date
  • Drill into charts, link to related reports, adjust filter settings, resort data values, change chart types, and refresh report elements all from the fully responsive dashboard display screen
iMIS Membership Software
 

Learn More

Want to learn more about iMIS? You can watch a product overview tour or request a personal demo.