Pricing: Contact
Overview
Keep members coming back year after year with smart automation.
Turn membership admin from burden into retention-driving machine when you automate the complete membership lifecycle, from registration to renewal. Flexible communications framework lets you send personalised messages at crucial points in the member journey while integrated payment processing (direct debit, card, invoicing) makes everything that bit easier.
Key Features
- Automate the complete membership lifecycle, from registration to renewal
- Ease the payment processing headache with integrations to cover single card payments, recurring direct debits, and invoicing
- Create and submit direct debit files automatically thanks to integration with service providers — eliminate manual reconciliation
- Support all member lifecycle events (new registration, renewal due, lapsed member, and more) with flexible, personalised communication triggers via Customer Insights
- Easily handle promotional options, gift memberships, and referral memberships to increase uptake
- Automate correct processing of VAT and Gift Aid for top-up donations made during member registration
- Run application approval workflows and utilise fixed tenure tracking for committee roles to support professional body governance
- Generate complete audit trail of who has held which committee role over time, and set rules — such as preventing renewal if term limit is reached
Compatibility
Requires Dynamics 365 CRM (to include Customer Insights for the communications framework). Integrates directly with a Direct Debit service provider and card payment processors.