Every relationship on one record
Priya SharmaOne record
Member since2023
RSVP · October mixerYes
RenewalInvoice sent
Renewals · March
Renewed141
In pipeline71
Mercleo for membership groups.
Belonging is a relationship, not a mailing list. Mercleo keeps members, their events and their emails together; priced per organization, however many belong.
How Mercleo helps. The membership year, one system.
A roster you can finally trust
Members as real contact records: lists, lifecycle stages and dedupe, with memberships and chapters held as custom objects: record types you define yourself, with your own fields.
Mixers, AGMs and everything ticketed
Registration, ticketing, discounts and day-of check-in, for the monthly mixer and the annual gala alike.
The newsletter they actually get
Branded campaigns with unsubscribes and preferences handled, sent to segments of the roster rather than a stale export.
Renewals without the shoebox. Or the mail merge.
Each membership is its own object with your fields on it. Renewal season becomes a pipeline you can see, and the invoice goes out from the record it belongs to.
- Memberships as custom objects, your fields
- Renewal season as a pipeline
- Quotes and invoices from Deals
Mentorship between members. The reason they renew. Early access
Member-to-member connection is what a network sells. Run mentorship as a real program (applications, matching, agreements and check-ins) in your own Engagement Hub.
- Applications and matching
- Agreements both sides sign up to
- Check-ins that keep pairs moving
The products doing the work. Start with one; the record is already shared.
Know your audience before you meet them
Member news · Oct
Delivered1,212
Opened704
PreferencesHandled
The facts. For the next board meeting.
- Your members
- $0: members register, RSVP and sign in to your Engagement Hub without costing a seat.
- Events
- Registration, ticketing, discounts, refunds and day-of check-in.
- Mentorship
- Member-to-member matching, agreements and check-ins are in early access.
- Imports
- Bring the roster in from CSV; lists, lifecycle stages and dedupe are built in.
Nothing: pricing is per organization. A thousand members and forty members cost the same.
Yes: track memberships as custom objects, run renewals through a pipeline, and send quotes and invoices from Deals.
Yes: events publish to your own site with registration, ticketing and refunds handled; check-in happens at the door.
Yes, in early access: applications, matching, agreements and check-ins, delivered through your Engagement Hub.