Easily manage memberships and improve retention with our platform
Is your CRM solution fragmented? Are you looking for a solution that joins the dots? Core’s CRM for membership is designed especially for membership bodies and delivered by experts.
Our solution is designed to let you manage your subscriptions, with a single member data view that makes it easy to manage member activity.
Enjoy more control over events, better finance functionality and accurate tracking which lets you respond to your members needs quickly; it’s all possible with our CRM solution for membership.
Click on one of the options below to learn more about our membership solution or to contact us.
Robust, flexible membership platforms
- Built using Microsoft Dynamics 365 software and Core’s own IP
- Quickly and easily manage subscriptions, events, education and finance
- Integrates with multiple platforms for better member recruitment and retention
- Our membership solution is delivered by an expert team
- Leading our team is the UK’s first Microsoft MVP for CRM
Used across industries
- Our solution is used by clubs, colleges, professional associations, charities and more
- We’d love for you to join them!
Core's Membership Platform Benefits
Core’s membership software lets you manage your membership subscriptions easily, with a single member view of data and customised communication preferences. You can configure processes for applications, approval and renewals, and arrange membership plans by grade, date country and other customisations to suit your organisation!
With our membership solutions you can have flexible control over all your events, from one-offs to complex multiday conferences. Break down events by session, manage capacity, attendance, venues and sponsorship and make bookings for multiple or individual delegates, all through one platform. You can even restrict bookings by grade and host invite-only events.
You can control your finances and manage products, prices, VAT and department codes across products with our membership CRM. Our solution integrates seamlessly with other finance applications like SagePay, so you can record card payments directly in CRM.
Our education module is flexible and covers qualifications and components and includes a scoring membership to calculate scores and results. Manage courses, instructors, training, exam criteria, venues and attendance; our membership software makes it easy to manage education.
We’ve designed our membership solution to integrate with lots of different platforms, to maximise its usefulness. These include web service API for controlled access to CRM, ClickDimensions for marketing automation, VATLayer to verify VAT numbers and address verifiers. Our membership CRM can also be integrated with training management systems, exam providers and directories.
✓ Single member view – Enables a single view of a member for easy management and clarity
✓ Increase engagement – Increases engagement with prospective and existing members
✓ Member resources – Portal empowers members to access resources and update details
✓ Targeted communications – Ability to target prospective members and tailor offers
✓ Better reporting – Insights can be gained from easy reporting on consolidated data
✓ Seamless integration – Our CRM solution integrates seamlessly with a variety of platforms
Membership Platform FAQ
Our membership solution makes it easier to manage your memberships. For clarity and accuracy, single member view data helps you keep details current and easy to find, and communication preferences can also be set.
Exam criteria, attendance, venues and results can be managed through the platform, and finance modules let you record card payments in CRM and manage subscriptions and renewals. You can also manage upcoming events including venues, attendees and invites.
We’ve designed the solution to integrate seamlessly with a range of other platforms you may already use, so you get maximum efficiency from it. It really is an essential tool to help you streamline processes and respond to member needs.
The cost of our membership solution varies depending on your requirements. We would be delighted to discuss your needs with you and advise how our solution can help you retain and recruit members.
Yes, we can provide training so that you get the most out of your CRM solution and to help you encourage user adoption.