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Recurring revenue

Membership Management

Grow recurring revenue with memberships on autopilot.

Sell unlimited membership tiers with recurring billing, automate renewals and receipts, and give every member their own self-serve portal.

All connected to the same contact records, dashboards and automations.

Memberships dashboard with active members, MRR, renewal rate, a member growth chart and a tier breakdown
End-to-end memberships

Everything you need to run a membership

Manage unlimited membership levels with recurring billing, automated renewals and self-service portals, all connected to the same contact records and dashboards.

Capabilities

What you get with Membership Management

  • Unlimited membership levels and multi-memberline support
  • Automated renewal reminders and recurring payments
  • Stripe integration with split payments for revenue sharing
  • Per-member payment history and automated receipts
  • Custom member portal pages and a self-managed portal
  • Post-signup workflows
  • Multi-language capabilities and dashboard analytics
  • Call, text or email members from one screen
Plans & billing

Tiered plans with recurring billing

Create as many membership levels as you need, each with monthly or annual recurring pricing and its own benefits. Secure Stripe checkout handles payments, split revenue and receipts automatically.

Three membership plans — Basic, Pro and VIP — with recurring monthly pricing and benefits
Promo codes

Run promotions with built-in promo codes

Create discount codes in seconds to win new members, reward loyalty or run a seasonal push. Set percentage or fixed-amount discounts, usage limits and expiry dates — then track every redemption.

  • Percentage or fixed-amount discounts on any plan
  • Usage limits, expiry dates and audience targeting
  • Apply to new sign-ups, renewals, events or courses
  • Live redemption tracking and revenue impact
Promo codes manager showing active discount codes with usage and status, plus a create-code panel
CPD points

Track CPD points for every member

For professional associations, SmartDesk CX tracks Continuing Professional Development points automatically. Points are earned from courses, events and webinars, logged to each member's record, and measured against their annual requirement.

  • Assign point values to courses, events and activities
  • Auto-log points to each member as they participate
  • Track progress against annual CPD requirements
  • Members view their balance and download certificates
CPD points tracker showing a member's progress toward an annual requirement and a log of point-earning activities
Explore more

More of the platform

Every module shares one customer record — turn on what you need and add the rest as you grow.

See Memberships in action

Book a personalized walkthrough and we'll show you how it fits your team — and the rest of the platform.