Membership Management for CRM

Bespoke membership management add-on for Microsoft Dynamics 365

Membership management

We have configured Microsoft Dynamics CRM to create a bespoke Membership Management add-on for charities, not-for-profits and membership associations. This CRM solution is tailored to allow organisations to effectively manage memberships and can be used as part of our complete charity CRM system, or as a standalone add-on to allow you to easily manage and retain your members.

Microsoft Dynamics CRM

Increasingly, charities are turning to Microsoft Dynamics CRM, as legacy systems become unsupported, stagnant or too inflexible to adapt to their way of working. Our membership management software is built on Microsoft Dynamics CRM so you can enjoy the benefits of Microsoft Dynamics without needing to pay for additional custom development for membership management.


  • Manage multiple memberships
  • Sponsored memberships
  • Flexible payment methods
  • Flexible payment schedules
  • Auto create next payment
  • Track anniversary dates
  • Track membership sources
  • Analyse sign-up trends
  • Automatic reminders
  • Track lapsed members
  • Flexible product base

Membership Management and Charity CRM

Our Membership Management CRM can be implemented as a stand-alone add-on or as part of our complete bespoke Charity CRM solution built on Microsoft Dynamics 365. Charity CRM includes all the membership management features listed above, as well as:

  • Donation management
  • Appeal management
  • Event management
  • Funding and trust pipelines
  • Automatic payment processing and Gift Aid claims
  • Marketing automation and analytics

This out-of-the-box solution gives charities a tailored CRM solution, specific to charities’ needs while also being able to take advantage of benefits of Microsoft Dynamics CRM including its flexibility, scalability and progressive roadmap. As Microsoft Dynamics CRM is highly flexible we can also work with you to customise the solution to make it even more bespoke to your charity.




Find out more about our Charity CRM solution here.



MemberWise Recognised Supplier

We are a MemberWise Recognised Supplier, which shows our commitment to the membership sector and building solutions to meet their unique needs.

To find out more about our MemberWise status, you can view our profile in the Supplier Directory here.


Why Microsoft Dynamics 365CRM?

  • Highly scalable

    Microsoft Dynamics CRM can be used by a small team or large organisations so if you grow, you don’t have to think about moving to a different system.

  • Progressive

    Microsoft have a clear product roadmap and ambitious plans for Microsoft Dynamics CRM, which is why they are continually adding new features and improvements.

  • Customisable

    Built on the .NET platform, Microsoft Dynamics CRM can be completely tailored to fit how you work through custom development, so if the way you work ever changes then your CRM can be changed.

  • Integration

    Microsoft Dynamics CRM seamlessly integrates across Microsoft stack but can also integrate with bespoke systems thanks to its flexibility to allow you to have a connected and streamlined system.

  • Large community and support

    Microsoft is an extremely well-known organisation with a large backing and investment and a large community of users, which offers support, articles, advice and reassurance.

  • Intuitive

    Microsoft’s intuitive look and feel can help increase user adoption and reduce the amount of training required, as many users are more familiar with the Microsoft experience.

Project Delivery

We follow an agile project delivery and the Microsoft SureStep methodology to ensure that our CRM projects are delivered on-time and on-budget. We offer a complete end-to-end service to ensure everything from consultancy and scoping to training and ongoing support can be provided so that your organisation gets the most from its CRM.


You can find out more about our Project Approach here.


What next?

Download our overview document to find out more information on our Membership Management solution or contact us today for a live demo.