Integration with CRM for Donor and Member Management

[bthurman]

We are a small museum and have been using Square for two years now. We have an annual membership that grants benefits like free admission and discounts in our gift shop and on programs. Right now, we have a membership button which is a $0 sale. It enables us to see how many members visit us in a year, but it does not let us see which members are visiting or buying things in the gift shop. We can add them as a customer, but that's a lot of manual entry. It also doesn't automatically update when a member does not renew or a new member joins. 

I would love an integration to a CRM so we can do the following:

1. See who are members

2. Have membership cards with a barcode for checking them in and selling gift shop merchandise

3. Add or renew memberships

4. Track purchases

We currently use Little Green Light but would be willing to switch to another CRM that integrates with Square. This feature would be SO incredibly helpful to us, and I know there are many other museums who use Square who would also use this feature. 

We have looked into switching to all-in-one softwares like Versai, Veevart, Doubleknot, and Altru, but we would rather stay with Square if at all possible.

[Kassi_]

Welcome back to the Community, @bthurman - 

Your feedback and insight on this feature request is greatly appreciated. Since this particular feature isn’t currently available on our platform, I have updated the status to “Open”.

Once more information becomes available from our Product Team, a Community moderator will update the status to the next phase. Keep an eye out for the email once this change has been made.

Thank you! 

[Itchycomp]

I’ve been using Square and totally get the need for better tracking beyond just payments. Keeping everything in one place without jumping between tools would save loads of time and make resource allocation way smoother, especially when trying to manage donations and memberships. A more built-in system would help avoid spreadsheets and make it way easier to see where everything’s going and what needs attention.

[Philip404]

@Kassi_ any updates on this feature? I volunteer for a community house that offers memberships, and this sort of feature would be amazing.