CRM integration for Membership Organisations

Your CRM or membership database is the heart of your organisation. IE connects it to your website and member portal, so applications, renewals, payments, exams and CPD flow automatically, reducing admin, improving data quality and giving members a seamless self-service experience.

CRM integration for Membership Organisations services

Seamless CRM integrations that automate membership processes and power self-service for members include:

CRM consultancy and selection

Process mapping

Integra NG, Salesforce and Microsoft Dynamics

CiviCRM, thankQ and Sage CRM

Online applications and renewals

Paperless direct debits and payments

Exams, CPD and certificates

Member self-service portals

Email marketing integration

Secure hosting and support

ABDO

Association of British Dispensing Opticians

Digital Charity

Royal Academy of Engineering

Engineering better lives

Digital Charity

AgriFood Training Partnership

Bringing together six of the UK’s leading universities

Digital

Insight

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Creative

IE Welcomes the ‘Anti-Placement Placement’ to the Studio

Amber Charlton

Technical

Choosing a CRM: Why Your Website Integration Strategy Should Come First

Nathan Powis

IE News

Try our FREE online Brand Audit Tool

Dave Crichton

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ABDO: Finalist, Best Digital Transformation

AgriFood Training Partnership: Silver, Outstanding Website

Career Ready: Shortlisted, Best use of the web

IE provided excellent advice and support throughout the process of re-vamping two complex websites. Their brand design and technical abilities were exactly what we needed.

Olly Du Croz, Communications and Fundraising Manager, CPAS

FAQs

Which membership databases and CRMs do you work with?

If your system can share data, ideally through an API, we can integrate with it. We’ve integrated websites with Integra NG, Salesforce, Microsoft Dynamics, Sage CRM, thankQ, Raiser’s Edge, Donorfy and CiviCRM. If you’re not sure what your system can do, we’ll work with your supplier to find out.

What can be automated?

Most routine membership processes, including applications, onboarding, renewals, paperless direct debits, membership certificates, exam applications and results, CPD points and communication preferences. For one membership body, new members are now processed in under two minutes instead of fifteen, and renewals needing back-office admin have fallen by 42%.

How do you plan a complex integration?

Carefully. We map every user journey for applicants, members and staff, then identify every point where the website needs to exchange data with your CRM. We work closely with your CRM supplier, then build in agile sprints, so we can adapt as we’re going along.

Can you help us choose a new CRM?

Yes. There are many CRMs on the market, from all-in-one platforms to those designed for specific needs like membership, fundraising or events. We help you understand the benefits, drawbacks and constraints of different platforms, so you choose one that fits your processes, budget and team.