Businesses that rely on membership from clients or customers need efficient methods of requesting renewal of membership. This can sometimes be an arduous task, requiring staff to collate member details, contact members, and determine which members have responded and if membership was renewed. Without a central system to complete this task, members can be missed and determining membership base is difficult. To combat this issue, we developed a Membership Management add-on for CRM.


After creating a Membership Renewal Campaign, emails are automatically sent out to your members using your native CRM contact list. Members receive an email with a unique link to your online portal used to renew membership. Members are able to specify their category of membership, if relevant, and therefore which pricing bracket they fit into. They are provided with the opportunity to update any information, such as a change of phone number or contact person, ensuring your details are up to date. The system automatically syncs with your CRM, occurring every 24 hours. The CRM automatically creates a membership record, and automatically creates an invoice. If you have integrated accounting software with CRM, automatic invoices can be created in MYOB or Xero as well.


This add-on ensures all members are contacted, reducing the number of members that “slip through the cracks”. Using automation of records, you will know which members have responded and renewed memberships, and have accounting records that match. This saves you time and money, and helps retain your members.