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

     

     

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

        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

        Giving Back

        Careers

        Schedule a Demo

        Contact us

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