Membership & CRM

Complete membership management - easy for your team, great experience for your members.

  • Easy membership applications - seamlessly join and pay online
  • Simple to switch membership grades and subscription levels
  • Self service - members can update details, access documents and book events
  • A single view of data - see all members interactions - website visits, email opens, bookings and purchases

Payments and accounting

Faster and easier member payments:

  • Take the stress out of renewals with reliable online payments and direct debits
  • Track transactions and easily troubleshoot failed payments
  • Integrate with trusted payment providers including WorldPay, Opayo and Stripe
  • Automated calculation of digital product tax based on purchaser’s location
  • Easy accounting with Xero integration - transactions and invoices automatically generated both ways

Events management

Create and manage virtual, hybrid and in-person events:

  • Set ticket types and pricing for easy online booking
  • Integrate with Zoom, Goto webinar and Vimeo; launch and manage streams in-platform
  • Add value with online chat, exhibitor zones and in-depth session pages
  • Extend monetising opportunities with online sponsorship
  • Manage speakers, abstract & paper submissions and table plans

Communities

Empower membership groups - create forums and committees with admins who can:

  • manage group membership and business
  • Edit and share documents
  • create and publish content
  • send group emails
  • organise and promote meetings

Web & digital

Create beautiful, content-rich websites and enticing emails:

  • Personalisation - target page content at members with specific interests
  • Create automated email reminders and website nudges to drive uptake of events and services
  • Develop sophisticated engagement campaigns based on user insights

Analytics and reporting

Download reports and get full analysis of your membership base to shape your digital strategy:

  • Dashboards - report on membership growth, subscriptions, engagement rates and more
  • Piwik Pro integration  - get non-aggregate user data - fully GDPR compliant analytics
  • Google Tag Manager integration - get full visibility of your website tags
  • Integrate with Business Intelligence tools like Qlik, Tableau and Power BI


Other features

Awards

Reward your members with an exceptional awards experience. Manage all aspects of awards from organising nominations and judging, to promotion and online booking. Your team can manage:

  • awards nomination and shortlisting 
  • automated invitation emails with zoom links
  • automated email programmes - from event awareness, to booking nudges and count-down reminders
  • table-planning
All data is integrated in the CRM - so you can easily see who is attending your members' celebration.

 

 

Engagement app

 

Engage your members all year-round and manage virtual, hybrid and in-person events with the engagement app.  Your members can easily access services and information with just one tap.
Teams can use the app to:

  • Deliver relevant & timely content
  • Facilitating connections
  • Communicate directly with members
  • Deliver events
  • Generate revenue 
Your organisation can manage all aspects of your app – including branding, menus, notifications, content, and ad spaces.