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  • Why Traction Rec
  • Features 
    • Membership Management
    • Program Management
    • Child Care and Camps
    • Financial Management
    • Facility Booking and Rental
  • Accelerators 
    • Member Service Accelerator
    • Lead Management Accelerator
  • Who We Serve 
    • YMCAs
    • JCCs
    • Boys & Girls Clubs
    • Education
  • Resources 
    • Success Stories
    • Blog
    • Events
    • Our Partners
    • Newsletter
  • Careers
  • …  
    • Why Traction Rec
    • Features 
      • Membership Management
      • Program Management
      • Child Care and Camps
      • Financial Management
      • Facility Booking and Rental
    • Accelerators 
      • Member Service Accelerator
      • Lead Management Accelerator
    • Who We Serve 
      • YMCAs
      • JCCs
      • Boys & Girls Clubs
      • Education
    • Resources 
      • Success Stories
      • Blog
      • Events
      • Our Partners
      • Newsletter
    • Careers
    GET A DEMO

     

     

    • Why Traction Rec
    • Features 
      • Membership Management
      • Program Management
      • Child Care and Camps
      • Financial Management
      • Facility Booking and Rental
    • Accelerators 
      • Member Service Accelerator
      • Lead Management Accelerator
    • Who We Serve 
      • YMCAs
      • JCCs
      • Boys & Girls Clubs
      • Education
    • Resources 
      • Success Stories
      • Blog
      • Events
      • Our Partners
      • Newsletter
    • Careers
    • …  
      • Why Traction Rec
      • Features 
        • Membership Management
        • Program Management
        • Child Care and Camps
        • Financial Management
        • Facility Booking and Rental
      • Accelerators 
        • Member Service Accelerator
        • Lead Management Accelerator
      • Who We Serve 
        • YMCAs
        • JCCs
        • Boys & Girls Clubs
        • Education
      • Resources 
        • Success Stories
        • Blog
        • Events
        • Our Partners
        • Newsletter
      • Careers
      GET A DEMO
      • Get end-to-end control of your membership process

        Truly understand your members, improve the employee experience and increase customer engagement.

        Schedule a demo
      • Built on Salesforce, the world’s leading cloud platform, Traction Rec simplifies the membership sales and validation process for your constituents, staff and administrators by defining customized memberships and automating processes.

         

      • Easy Workflow for Front Line Staff

        New Member Management

        Track membership leads, customer interations and conversion rates through the sales process and stages with integrated web forms, and automated communications.

         

        Seamless On-Boarding

        Create interest-dependent plans for new members with assigned and scheduled on-boarding tasks, paperless contracts and waivers, and targeted communications.

         

        Process Amendments Easily

        Freeze/Unfreeze memberships, cancel, or transfer membership to another type. Add a member or include add-on(s) to existing memberships.

      • Complete Control of Business Processes For Admin Staff

        Custom Sales Configuration

        Define membership categories and types (perpetual, term, guest pass, punch passes) with add-ons for other products and services through dynamic and paperless enrolment processes.

         

        Pricing and Discounts

        Define one-time and recurring fees, or assign automatically applied discounts for promotions. 

         

        Define Facility Access

        Manage facility access by membership type, integrated with access control systems. Utilize scanning stations for group or 1:1 check-in with punch pass decrement. 

         

      • Executive Vision of the Whole Member 

        360-Degree Constituent View

        Gain complete visibility to the relationship individuals have with your community, whether member, donor, or volunteer, from a single constituent record.

         

        Real-time Reporting

        Leverage amplified reporting on any area of the business, including monitoring membership counts (by type such as age) and facility usages.

         

        Dashboards

        Set up dashboards for each department with a simple drag-and-drop interface. Create customized dashboards for revenue reporting by GL accounts and various discounts. Define revenue recognition policies.

      • A Modern and Easy Member Experience

        Mobile ready

        The integration capabilities of the Traction Rec platform extends to every mobile device connected with your organization. For both members and staff, interact and engage anytime, anywhere, on any device.

        Simplified transactions

        Easily review household transactions and upcoming payments with account statements, receipts and details organized by month.

        Complete profile view

        Members can manage household information from a single view, complete with enrolments, payment information, signed waivers and required documents.

      • Next Level Functionality with Best-in-Class Integrations

        Strengthen your tech stack with these best-in-class integrations to help drive your association's membership management.

        Send, sign, and simplify contracts and agreement processes.

         

        Streamline Child Watch and Kids Club check-in.

         

        Easy to use and robust funtionality for WhatsApp and SMS communications.

         

      • CUSTOMER SUCCESS STORY

        Transforming the Member Experience

         

        YMCA of the North Shore was seeking a unified and standardized lead process that was consistent and manageable across several locations. More than just a database of information, the Y needed a solution to better convert prospects into members, decrease administrative burden and support incoming members.

         

        After optimizing its lead management workflows with Traction Rec, the YMCA has reinvented the way their organization manages leads and are averaging near 600 lead engagement tasks per month.

        READ THE FULL STORY
      • "...Salesforce with Traction Rec has allowed our team the platform with which we can ensure we’re connecting leads to the right staff and services, as well as prompting our team to complete key onboarding and 90-day retention efforts so our new members are supported and successful over their first three months at our Y.”

        Gerald MacKillop, Jr., MBA, YMCA of the North Shore
      • Discover what transformation can look like.

        Schedule a demo
      • Subscribe for really useful news and thought-provoking events.

      PRODUCT FEATURES

      Membership Management

      Program Management

      Childcare & Camps

      Financial Management

      Facility Booking and Rental
      Integrations
       

      Member Service Accelerator

      Prospect Accelerator

      COMMUNITY

      Events

      Success Stories
       

      Community Centers

      JCCs

      Boys & Girls Clubs

       

      COMPANY

      Our Story

      Careers

      Schedule a Demo

      Contact us

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