Software Solutions for Membership Organisations

We work with a growing number of membership organisations and professional associations, implementing and hosting their membership management systems and supporting the teams that use them.  
We use CiviCRM which provides an extensive range of features for membership management. Good additional integration with other back office systems such as Sage or Xero accounting software and even Outlook makes it a complete solution for your organisation. Here are some of the areas where CiviCRM could help you offer better service to your members:

Membership levels and renewals

With CiviMember it’s simple to set up multiple membership levels, each with different lengths, grace periods, and renewal rules. So if you have lifetime memberships which are never renewed, monthly and annual paid memberships, and premium levels that give special access to information, that’s all easy to set up.

Billing

You can bill and automatically collect member dues through recurring credit card payments or direct debit at frequencies that you define through simple configuration. The system will also track any subscriptions, event payments, advertising payments, donations etc. so you have a complete payment history against every contact. Automating this service will allow your staff to spend more time working on what matters to your members.

Subscriptions and communications

The software contains a highly functional mass mailer, just like MailChimp or Campaign Monitor, that can automate newsletters to users you define and can also provide self-service signup through the integrated website. Newsletter content can be added directly to the website and automatically fed into the newsletter if required. Subscriptions can be free to all, restricted to members, or available at additional cost.  

You can also communicate via SMS if you sign up to an SMS service such as Clickatell.

Website

With CiviMember, you get a built in, tightly integrated web content management system. This allows you to publish information to the general public, maintain members-only resources and even run social media-type sections for members. And of course membership applications and event registrations are included.

Membership Directories

It’s easy to manage a members’ directory – a simple directory is included in the setup, however you can change the fields visible to the public or members. Your members’ directory could reveal organisation name and logo to the public, but include a contact name and email address for privileged users, e.g. current members and staff.

Cloud based

Our solution is hosted on a fully managed, highly resilient cloud environment so you don’t have to purchase hardware or software, and we keep everything updated for you so you benefit from new features as soon as they become available. The entire system is accessed through a web browser so your team can work from any computer on the internet as long as they can provide authentication.
For more information on our hosting services, please visit the hosting section of our website.

Data protection

Your data is kept safe and secure on our servers which are kept to PCI compliance levels of security. Daily backups are stored securely both on server for quick recovery in the event of user error and off-server. We also ensure that your data will never leave the UK.
For more details on the high levels of security we maintain, please see our security page.

Qualifications and CPD

If you help your members obtain qualifications and professional accreditations you can record all this in CiviMember. And if you manage the process of awarding the qualifications or accreditations, CiviCase can help you to monitor each application process.
 
We also build custom workflows to support organisations that have specific requirements using our extensive expertise in developing for CiviCRM.
 
If you would like us to help you provide a better service for your members, please do not hesitate to contact us today on 0117 909 6967 or by filling in our online contact form.
 

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