CRM for Membership Organisations
LEARN HOW TO RETAIN, ENGAGE, AND INCREASE MEMBERSHIP REVENUE
How does it work? Take a look!
Learn how our tailored membership CRM solution could help you to:
Improve retention rates
Get real insight into who your members are and analyse their behaviour
Keep on top of payments and direct debits
Save time and money by automating your reminders and renewals
Microsoft Dynamics 365 – UK’s No 1 CRM for Membership
- Easy integration with your existing software platforms, including your finance system
- Automated renewals
- Single view of member data
- Marketing automation
- Data insights & reporting
- Easily manage your membership renewals, prices and upgrades
- Customise & improve your member journey
- Grow your membership
- Maximise your team’s productivity
- Enjoy the peace of mind that comes with a Microsoft product
Approved by Memberwise, trusted by Microsoft
We’re proud to be a Memberwise Recognised Supplier of Microsoft Dynamics 365, and a Microsoft Gold Partner for CRM.
Get your FREE Health Check Now
Not sure where to start? Find out what Dynamics can do for you.
Your 20-minute session includes:
- Time with our experienced Membership CRM Consultants.
- Analysis of your current systems and your goals.
- Provision of a business health score, measured against other organisations in your sector.
- Guidance and suggestions for improvement.
What do your members want in a post-COVID world?
Your organisation is past survival stage, now it’s time to thrive. Cloud CRM helps you keep up with the increasing demands of modern members. Go digital or get left behind.
Trusted by Membership Bodies
“We were impressed with Cloud9 from the beginning. They were very quick to respond to questions , they took the time to understand our requirements, and they just ‘got’ it.”
Improve retention rates
Provide relevant and timely communications
Get real insight into who your members are and analyse their behaviour
Easy integration with your other systems
Keep on top of payments and direct debits
Save time and money by automating your reminders and renewals process
MICRO
Quick start with Dynamics 365 for Membership- ✔ Lead and Opportunity Management
- ✔ Member, Account and Contact Management
- ✔ Communication tracking
- ✔ Dashboards and Reporting
- ✔ Account and contact management
- ✔ Data import
- ✔ Training
- ✔ 3 Months of Enhanced Support
FAST TRACK
Dynamics 365 Core Module for Membership- ✔ Lead and Opportunity Management
- ✔ Member, Account and Contact Management
- ✔ Email Marketing
- ✔ Forms and surveys
- ✔ Customer journey automation
- ✔ Events management
- ✔ Dashboards and Reporting
- ✔ Data import
- ✔ Training
- ✔ 3 Months of Enhanced Support
STRATEGIC
Tailored CRM solution for Membership- ✔ Lead and Opportunity Management
- ✔ Member, Account and Contact Management
- ✔ Communication tracking
- ✔ Email Marketing
- ✔ Forms and surveys
- ✔ Customer journey automation
- ✔ Events management
- ✔ Dashboards and Reporting
- ✔ Advanced reporting and analytics
- ✔ Process automation
- ✔ Integration with Third-Party applications
- ✔ Integration with Website
- ✔ Portal
- ✔ Account and contact management
- ✔ Data import
- ✔ Training
The effect of the pandemic on Membership: How associations are putting their trust in technology
How is the pandemic affecting membership organisations? Our survey of UK associations found that membership bodies have been putting their trust in technology in the wake of COVID-19.
