Scaling the Member Experience Across Heritage Golf Group
“The partnership with Jonas and MembersFirst is really unique because You have POS, billing, tee times, dining reservations, court reservations, and events all flowing through the same system.”
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"As Heritage Golf Group has grown from six clubs to 41,
Heritage Golf Group built an integrated platform that connects every stage of the member journey.
When a prospective member submits an inquiry online, their information flows directly into the CRM. At the same time, automated responses are triggered while membership teams are alerted to follow up immediately.
Once onboarded, member data seamlessly transfers into the engagement platform, enabling teams to manage:
- Events and calendars
- Dining and reservations
- Tee times and court bookings
- Communications and outreach
This unified system ensures that every department operates from the same source of truth, improving both efficiency and the overall member experience.
As Heritage expanded from six clubs to more than 40, leadership needed visibility across the entire portfolio.
The platform provides real-time insights into:
- Revenue performance across properties
- Member activity and engagement trends
- Sales pipeline and reporting
- Operational efficiency across departments
This allows leadership to evaluate performance at both the individual club level and across the organization.
With centralized data and reporting, teams can make faster, more informed decisions that support both growth and consistency.
By bringing together member engagement, operations, and financial reporting into one system, Heritage has created a unified foundation that supports both growth and consistency. Teams across every property can access the same data, streamline workflows, and deliver a seamless experience at scale.
With Jonas Club Software and MembersFirst, Heritage is equipped to continue expanding its portfolio while maintaining the high standard of service that defines its brand—ensuring every club, and every member, benefits from a fully connected experience.