Membership Platform

Tailored Membership Management solution that’s built around your business

Core's Membership Software Services

Core’s specially-tailored membership solution gives you consolidated single member view data, enhanced control over events, improved reporting, better finance functionality, accurate tracking and lets you respond to member requirements efficiently.

Click on one of the options below to learn more about our membership solution or to contact us.

Robust, flexible membership platforms

Built using a combination of Microsoft Dynamics 365 software and Core’s own IP, our membership solution lets you manage subscriptions, events, education and finance, and integrates with multiple platforms to help you improve both member recruitment and retention.

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Delivered by experts

Our membership system is delivered by an expert team which is headed by David Jennaway, the UK’s first Microsoft Most Valuable Professional for CRM.

Used by clients from all industries

Many well-known clubs, colleges, associations and charities already enjoy the benefits of Core’s membership system. We’d be delighted for you to join them!

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Core's Membership Platform Benefits

Membership management

Our membership platform lets you easily manage membership and subscriptions. Configure membership grades and statuses, rolling and fixed-period memberships and arrange membership plans by grade, date, country and other customisations. Other features include single member view of data, customisable communication preferences and configurable processes for membership applications, approval, renewal and lapsing.

Events

We give you flexible control over all your events, from simple 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 the platform. You can also restrict bookings by grade and host invite-only events.

Finance

We give you control over your finances and lets you manage products, prices, VAT, costs and department codes across products. Our membership system integrates seamlessly with other finance applications including SagePay, so you can record card payments directly in CRM.

Education

Our flexible education module covers qualifications and components and includes a scoring mechanism to calculate scores and results. Making education easy to control, you can manage courses, instructors, training providers, exam criteria, venues and attendance.

Other integrations

Our membership system integrates with a range of platforms to maximise its usefulness, including web service API to provide controlled access to CRM, ClickDimensions for marketing automation, VATLayer to verify VAT numbers, and address verification providers. It can also be integrated with training management systems, exam providers and directory services.

✓ 24/7 support – Get instant help at any time of day with our IT support which is available 24/7, 365 days a year.

✓ Multilingual support – Our Managed IT Service support is multilingual to help teams which are located around the world, not just in English-speaking countries

✓ Server support – Core can support your servers whether they are located on-premise or hosted in the cloud via Microsoft Azure

✓ Microsoft Office 365 support – Additional support is available for Microsoft Office 365 and the Enterprise Mobility Suite (EMS)

✓ Proactive patching – Core’s Managed IT Service provides proactive patching and security monitoring on all desktops and servers, so you are protected against newly discovered vulnerabilities as soon as possible

✓ Cloud-hosted service desk – Enjoy access to a cloud-hosted service desk system which lets your users check the status of issues and queries

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.

Meet the team at Core

Isha Hartono
Isha Hartono

Bio coming soon.

Stephen Hynes
Stephen Hynes

Bio coming soon.

Marina Racheva
Marina Racheva

Bio coming soon.

Contact our team
or call 020 7626 0516

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