Renewals, events and a portal your members use
CRM for membership organisations
Member records with dues, renewals, events, committees, CPD and communications in one system, plus a member portal where people update their details, pay and book without emailing the office.
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GivingDesk: the membership organisations edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. GivingDesk carries campaign meters, donor retention and appeal journeys, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the membership organisations demo on its own page.
Who this is for
Built for membership organisations
Trade associations, professional bodies, chambers of commerce, sports clubs and alumni organisations with 200 to 50,000 members, run by a small team that spends too much time on renewals and event admin.
Renewals that run themselves
Renewal invoices raised on schedule, reminders at 30, 14 and 1 days, card or direct debit collection, and a lapsed sequence with a reinstatement path. The renewal report shows retention by category in real time.
Member portal and directory
Members log in to update details, pay, download invoices, book events and see their CPD record. A searchable directory with privacy controls replaces the annual PDF.
Events with CPD and attendance
Event pages, ticketing with member pricing, capacity, waitlists, check in on the day and CPD points added to the member record automatically.
Committees, roles and communications
Committee membership with terms, meeting records, and segmented emails to categories, regions or committees with open and click tracking on the member record.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Prospect
- Application
- Approved member
- Active
- Renewal due
- Lapsed
- Reinstated
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Stripe or GoCardless
- Xero, QuickBooks or Sage
- Mailchimp or Campaign Monitor
- Zoom for online events
- Single sign on to a members only website area
- Accounting for deferred income
Questions we get asked
How much does a membership CRM cost?
A membership CRM with members, renewals, payments, events, committees, portal and directory is typically 11,900 to 18,900 US dollars fixed, delivered in seven to nine weeks. A member database with renewals and reports starts at 5,900. There are no per-member fees, which is where most membership platforms charge the most.
Can members update their own details?
Yes. The member portal lets members edit their profile and contact preferences, pay invoices, download receipts, book events, view CPD and, for organisation memberships, manage their own staff list. For organisation memberships they can manage their own staff list as well. Every change is logged and can be reviewed by the office afterwards.
Does it handle organisational memberships?
Yes. An organisation membership carries its contacts, primary contact, seats or tiers and invoicing details. Staff of the member organisation get their own logins with the benefits their organisation's tier allows, and the renewal goes to the right person. Organisation renewals can include seat count changes, and invoices show the tier and the named users so the member's finance team can approve them without questions.
Can it replace our current membership platform?
Usually. We migrate members, membership history, invoices, event attendance and CPD records, then run both systems side by side for one renewal cycle if you want the reassurance. Organisations move when the platform fee has grown with the member list or when the portal and events no longer fit how they work.
More in nonprofits and charities
Tell us how your membership organisations business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.