ISV Add-On Product Information

Membri 365 member management for Dynamics CRM

All-in-one membership management solution

Product Verticals: Associations, Software
Business Processes: Accounting, Customer Management, Customer Service, Lead Tracking, Project Management

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Membri 365 is an all-in-on cloud-based member management solution

Our Membri 365 member management solution for association has been developed for the needs of NPOs, professional associations and Chambers of Commerce. Our product is part of the ecosystem Microsoft 365, compatible with Dynamics 365 and fully integrated to Microsoft applications, such as Offcie 365, Teams, Outlook, SharePoint and OneDrive. The goal ofour customized membership platform is to automate your business processes according to your needs. Membri 365 has been developed to save time and ressources, reduce your operating costs and make your organization grow faster by focusing on the tasks that matter to you. See how!

Membri 365 member mangement solution

 

Here are the functionalities of our member management solution:

Account and contact management - Online registrations and automated renewals - Billing and online payment - Accounting system integration - Email marketing module - Event management with built in ticketing system - Donation module - Reports and Dashboards - Activities and tasks management - Solicitations and mandates - WordPress extension.

Membri 365 member mangement solution

To meet the management needs of associations

Centralize all your member and prospect data in one secure location with Membri 365, our member management solution. With just a few clicks, you will be able to easily search and update the required information in your database. Our solution is designed to provide you with the most accurate data, as quickly as possible. Manage simple to complex events. For example, you can organize a fundraising dinner and a golf tournament on the same day while offering different options to your members when purchasing tickets. The system automatically produces and sends invoices by email to simplify everyone's daily life. It can also be linked to popular accounting software. New member information, invoices, credits  and payment informations are seamlessly transferred to your accounting system. Automate your mailings, your tasks, and save resources.

Contact us for more details!

 

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