CRM for membership

engage more members
deliver more success

CRM for membership

engage more members
deliver more success

We have helped our membership services customers deliver significant value.  We have created standards compliant, personalised and integrated solutions to solve operational challenges, all delivering membership services more efficiently.

Flexible and fast

theCRM‘s flexible and perfect for creating fast for solutions for membership organisations to manage your business more efficiently.  Manage, track and automate your processes so your data management is robust and your business is more effective.

Start small and scale up

Start small with simple, marketing, and membership tools.  Then scale up to manage, track and automate all activity from invoices, online membership services and complex event management to automated reporting on key activities.

Why not automate membership application and renewals online? 

“delivering membership services is now much more
efficient”

CITF Case Study

Integrate

theCRM is fast to integrate with third party systems.  Provide your teams with a complete view of all contact interactions to deliver the best online member services.  Avoid manual data re-entry to maximise operational efficiency.

Integrate with;

  • Website integration to automatically manage online member access.
  • Marketing automations tools.
  • Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
  • Email, integration to automatically track all communication with members.
  • Any third party system with an API.

Integrate

theCRM is fast to integrate with third party systems.  Provide your teams with a complete view of all contact interactions to deliver the best online member services. Avoid manual data re-entry to maximise operational efficiency.

Integrate with;

  • Website integration to automatically manage online member access.
  • Marketing automations tools and Event management such as Eventbrite.
  • Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
  • Email, integration to automatically track all communication with members.
  • Any third party system with an API.

“CRM-UK have helped us to run our business more efficiently. It is now much easier to manage events and report on member activity. We now deliver our membership services much more efficiently and have strengthened the relationship with our members.”

Nici Ward, Project Manager

CITF (Collaboration Innovation Technology Forum) Case study

Get in touch!

We'd love to help you achieve more

Get in touch!

We'd love to help you achieve more