CRM for Membership Organisations

Membership Management Software to Support your Organisation

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Intelligent Membership Management Software

Organisations are facing rapid changes to the way customers engage with memberships. Consumers are increasingly expecting to receive a personalised, hassle-free experience when it comes to purchasing, renewing memberships or booking events. This comes in many forms, but predominately people want to engage with organisations when they want, on any device they want.

Microsoft Dynamics 365 provides a comprehensive CRM solution for Membership Organisations, which can be tailored to suit the individual needs of each business. Whether a Professional Body or a Club, Dynamics 365 will enable you to effectively manage your data and gain a 360-degree view of member interactions.

Our Membership Management CRM Software is suitable for:

Professional Bodies

Sports Clubs

Museums & Galleries

Any Membership Organsiation!

Common Challenges Membership Organisations Face:

Here at PragmatiQ Solutions, we understand the challenges Membership Organisations face. If you recognise these within your organisation, read on to find out how our CRM software overcomes these hurdles…

Poor integrations with current systems

Organisations are often using multiple systems which are poorly integrated with each other, and also the website. This can result in data getting lost or miscommunicated, resulting in wasted time amending errors. Having a 360-degree view of all aspects of the business would be beneficial.

Member enquries not getting followed

Organisations who rely on manual processes are likely to miss some member enquires due to this ineffective way of working. Also, not having the right technology implemented may mean businesses miss key opportunities to onboard new members.

Keeping members engaged

Once you have attracted members, retaining them is key. We know that consumers are less loyal than in the past as they have more choice, so companies have to work harder to retain them. This can be a challenge if you cannot see the data you gather on clients clearly and truly understand your customers.

Contact a member of our team

Let us answer your queries…

Key Benefits of our Membership CRM:

Microsoft Dynamics 365 provides a range of benefits for Membership Organisations. From increasing member engagement for existing members to managing your finances effectively, our tailored CRM solution supports your organisation to manage key areas of your business and continue to grow.

Improve member engagement

Manage finances effectively

Gain a 360-degree view of members

Increase in new member sign-ups

Dynamics 365 Release Notes

Check out the new features & capabilities coming to Dynamics 365 as part of the upcoming Wave 1 Release, which will roll out from April 2020.

Read Our Release Notes Blog

Key Features of our Membership CRM Software:

Membership Record Management

Automation for Membership Subscriptions and Renewals

Online Onboarding and Payment Functionality

Self-Service Membership Portal

Event and Course Management

Digital Asset Management

Secure Member Areas

Qualifications, Registrations and Competitions

Additional Content…

Attract, Engage, Retain - eBook

Download eBook

Membership Organisations CRM Factsheet

Download Factsheet

Checklist for choosing the right CRM

Download Checklist

Guide to choosing the right CRM - eBook

Download eBook

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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Membership CRM with PragmatiQ Solutions

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