Professional associations, industry bodies, and member-based organisations need CRM that understands the member lifecycle. We configure Dynamics 365 to handle renewals, events, communications, and engagement tracking the way you actually work.
Membership organisations have specific requirements that generic CRM configurations miss entirely.
From prospect to member to renewal to lapsed—track the complete journey and intervene at the right moments.
Annual renewals shouldn't require manual effort. Automated reminders, grace periods, and payment processing that just works.
Conferences, workshops, webinars, and continuing professional development tracking are core to member value.
Understand which members are engaged and which are at risk of churning by tracking interactions across all touchpoints.
We configure Dynamics 365 for how membership organisations actually operate.
Track members from first enquiry through application, onboarding, engagement, renewal, and reactivation.
Automated renewal management that handles the entire cycle without manual intervention.
From small workshops to national conferences—manage registrations, attendance, and post-event surveys.
For professional associations requiring continuing education tracking and compliance reporting.
Targeted communications based on membership type, interests, location, and engagement level.
Understand which members are engaged, at-risk, or thriving with comprehensive tracking.
We've implemented CRM solutions for a range of Australian membership organisations.
Accounting, legal, medical, and engineering bodies managing member credentials and CPD.
Peak bodies representing specific industries with corporate memberships.
Regional and national business chambers with events-heavy operations.
State and national sporting organisations managing clubs and individual members.
Your CRM works better when it talks to your other systems.
WordPress, member portals, and online directories
Xero, MYOB, and accounting platforms
Campaign Monitor, Mailchimp integration
Stripe, eWAY, and other payment providers
Let's discuss how Dynamics 365 can work for your membership organisation.
