Option 2: Jotform + Airtable
Scalable Management Solution
Features
- Complete Form Reconstruction
- Make.com Account Setup
- Optimized Jotform Workflow Setup
- Multi-Currency Payment Processing
- Send Payment Forms Upon Approval
- Personalized Email Communication
- Automated & Personalized Payment Reminders
- Report Creation and Delivery
- Unlimited Dashboards
- Basic CRM Setup
- Chapter-Specific Data Management
- System Testing and Quality Assurance
- User Training for Easy Management
- Membership Matrix Management
- Scalability for Future Growth
- Member Portal
- Forums
Pros
- Significantly reduced form maintenance
- Airtable's native automations simplify workflows
- Flexible interface for dashboards and reporting
- Expandable to client portals with future Glide integration
- Printable reports from Airtable
- Better handling of complex membership matrix
Cons
- Client portal functionality requires additional tools (e.g., Glide)
- More complex setup due to membership structure
Costs & Timeline
Setup Fee
$9,000
Yearly Cost
+$250
Estimated Time
4–6 weeks (includes testing & training)