Membership renewals engine on Salesforce

Zherpa is Zentso’s membership renewals engine delivered on the Salesforce platform with our middleware, CloudToolz, conducting secure and validated payment processing and other integrations.

Key features:

  • Members can join online and pay their membership fee by direct debit
  • Staff can add members and set up their direct debit mandates
  • Membership plans can be annual, monthly or rolling with options to create custom fee rules and instalment plans
  • Memberships are automatically renewed and paid for based on the saved configurations
  • All financial transactions are recorded in a sub-ledger that can be exported to external accounting systems
  • Both anniversary and calendar date fees cycles are supported with pro-rata capabilities
  • Renewals configuration templates can be saved to selectively renew batches of members
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Core features

Zherpa makes member joins and membership renewals easy and cost-efficient for you.

Online Joins

  • Set up online join forms and approval workflows
  • Create membership plans
  • Manage member data and enable self-service options on the member portal
  • Paperless Direct Debit mandate creation
  • Flexible join form templates based on Salesforce Screenflows

Renewals engine

  • Automated and flexible formula based fee calculations
  • Collect fees via direct debit
  • Customise your fee rules and instalment plans
  • Create renewal templates for selective membership renewals
  • Export transactions to your accounting system
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