Option 1: Jotform + Make.com
Basic Automation Solution
Features
- Complete Form Reconstruction
- Make.com Account Setup
- Optimized Jotform Workflow Setup
- Stripe Integration for Automated Data Updates
- Multi-Currency Payment Processing
- Send Payment Forms Upon Approval
- Personalized Email Communication
- Automated & Personalized Payment Reminders
- Report Creation and Delivery
- System Testing and Quality Assurance
- User Training for Easy Management
- Member Portal
- Dashboard
- CRM
- Forum
- Membership Matrix Management
Pros
- Significantly reduced form maintenance
- Only one additional software required (Make.com)
- All data consolidated in Jotform
- Create and print reports directly in Jotform
- Make.com is intuitive and user-friendly
Cons
- No Dashboard for data visualization
- Not native functionality; requires some code writing
- May require developer support for future fixes
- Limited ability to handle complex membership matrix
Costs & Timeline
Setup Fee
$4,000
Yearly Cost
+$150
Estimated Time
7–10 days (includes testing & training)