Membership Management CRM for Associations & Organisations

Common solutions to manage membership

Our configuration process provides choices around how you run the following aspects of your organisation.

description

Maintain Member Information

The rich CRM environment makes it easy to maintain membership contact information both for people, and organisations, as well as managing people's relationships within their organisations.

receipt

Membership Profile Information

Use the built-in systems to collect and store membership profile information specific to your association or organisation. Manage and analyse that information to better understand your membership base.

group_add

Online Membership Application

User our integrated application wizard and administration processing to easily manage new people and organisations that want to join. We've provided space to collect added custom profiling data so only meaningful results will carry through. This gives a powerful pathway when combined with the promotional content managed using standard CMS tools which invites people to join.

event

Online Membership Renewal

You don't need to invoice renewals from a separate accounting system, or generate hundreds of separate invoices to put in the post. Our renewal process is all online and can be batch driven, or fully automated. It even includes sending reminders to members to update their membership information.

attach_money

Online Statements and Invoices

Allow members to see invoices and statement online, and set default people or override values as the recipient of invoices and statements within organisations.

repeat

Annual Declarations

Configure the system so that member organisations can submit business information each year, confirming they are meeting the necessary standards specified to maintain their membership.

local_atm

Auto Calculate Membership Fees

We take time to understand your membership rules, including types, tiers, fee calculations and mid-term charging or cancellation rules. We'll scope this information and deploy our solution so that those rules are built in, allowing for automatically calculating application fees, membership fees, and renewals from membership data.

repeat

Contact Records and Call Cycles

Use our CRM (Customer Relationship Management) system to record contact with members by email, phone, and chat. Record meeting details or simply make a file note.

format_list_numbered

Create Action Lists

Create lists from membership and profile groups for specific actions that can be shared across your staff, giving a central location to view action progress. Great for call lists or follow-up activity.

people

Membership Levels to Drive Discounts and Access to Content

Apply discount groups for membership levels to give tiered pricing to your members. Similarly we can automatically connect membership levels with page access roles making it easy to restrict access to privileged information for certain member types.

mail

Targeted Marketing Tools

Use the Email Marketing and CRM systems to engage with your member audience. It's incredibly easy as we provide the design templates so you only need worry about the content. Targeted campaigns are a breeze as recipients are a 'slice and dice' outcome from the online CRM filtering tools.

TRY OUR ONLINE DEMO

Get instant access to our new demo website. Entry is automated and private.
See it in action now!

RELATED INFO

XERO Integration

streamSWEET now integrates with XERO, making accounting tasks much easier.
Learn More

Membership Management - CRM

Reduce admin tasks for associations & organisations