Membership management (CRM)

Make managing membership easier for your members and for your team. 

  • Members can easily join and renew online - create seamless online workflows and capture deep insights into members.
  • Manage organisational & individual membership - easily create and configure subscriptions, grades 
  • A single view of member data - See subscription history, orders, payments & event bookings at a glance 
  • Member directories - organisational or individual profile listings managed by members, approved & published by you. 
  • Data insights - see what members are clicking and opening and personalise content based on their behaviour 
  • Flexible subscriptions - ease for you to create grades & pricing, easy for members to join or upgrade
  • Automate renewals - email reminders, direct debit, invoicing and renewal confirmation
  • Self-service tools - members can manage personal profiles & preferences, directory listings, event bookings, and access exclusive resources
  • Payments - automatically collect subscriptions by connecting to payment providers including Stripe & GoCardless
  • Accounting - integrate with leading software like Xero, Sage & quickbooks