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Microsoft 365

For savy associations looking to simplify and streamline their membership management.

Save precious time with our state-of-the-art CRM for associations ! 

Our Membri 365 membership management solution has been fine-tuned over the span of several years to suit the specific needs of industry, business, sports and other member-driven associations operating in any sector.

today

  • Chambers of commerce and boards of trade

  • Associations 

  • Professional associations and orders

  • Business associations

  • NPOs    

 
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What the Membri 365 CRM ecosystem can do for you

Membri 365, powered by Microsoft 365. Lets you automate your tasks and take your association or NPO management to new heights. We pride ourselves on our proven track record for meeting and exceeding  the expectations of clients in this specific niche.

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Membri 365: An all-in-one association management solution 

Save time and money, and grow your organization faster and smoother by focusing on your development and leaving the day-to-day tasks to Membri 365.

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Membership Management 

Our association management software lets you keep all the information on your current and prospective members in one secure location. With just a few clicks, you can search or update your database, ensuring that your records are up to date at all times.

  • Centralize data 

  • Automatically enroll new members  

  • Renew membership hassle-free

  • Integrate with MailChimp

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Event management

Our system is designed to manage events of varying and complexity, allowing you to maximize the corresponding revenues. For example, you can hold a golf tournament and fundraising dinner the same day and structure your tickets sales to make the purchasing a snap for participants.

  • Plan and coordinate activities 

  • Register participants in real time

  • Post a link to your website website 

  • Manage sponsors and partners 

  • Track revenues and costs    

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Workflow automation

Our solution allows you to save time and resources. 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. 

  • Send invoices automatically 

  • Sync with your accounting system 

  • Mesure your success using interactive dashboards and KPIs

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Mobile application

Stay connected with your members even when they're on the move! The Membri 365 app lets members registrer for an event or update their attendance information from the palm of their hand. They can also generate special promotionnal offers for their fellow members, thus strengthening your online community and driving engagement.

  • Post exclusive offers 

  • Display events on central event calendar 

  • Manage the member directory 

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Solutions powered by PowerApps

Membri 365+: Catering to the needs of professional associations and orders

In addition to the basic membership management system, we have developed a series of specific continuing educations, code of conduct and inspection modules to meet the needs of professional associations, orders and other regulatory bodies. Use it to automate your recurring tasks, reduce human error and track your progress at the click of a button.

 
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Member registers and rosters

Membri 365+ allows you to manage your registers ans rosters through our central cloud-based system. You can admit new members, renew existing memberships and manage records in minutes.

  • Manage membership registers and rosters

  • Automatically renew membership for members in good standing 

  • Coordinate the admission process 

  • Centralize membership data

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Training management

This module allows you to closely monitor your members' continuing education requirements and other training activities to ensure the information you have on file is accurate and up to date.

  • Administer continuing education requirements 

  • Manage certification activities

  • Track course attendance

  • Document new competencies

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Complaints management and ethics compliance

The Membri 365+ membership management solution allows you to create a disciplinary file from scratch or convert an incoming complaint. You can use this information to follow the entire investigation disciplinary action, including warning, suspension or expulsion, entered into the member register, any automatically be uploaded the other. This information can also be incorporated into your website to meet any public disclosure conditions you may be subject to.

  • Monitor ethics and standards 

  • Create disciplinary files

  • Oversee the complaint process

  • Track investigations     

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Investigation and inspection management

This module has been designed to manage various processes, including on-site inspections and investigative procedures, self-reporting obligations and other activities to help you meet your requirements.

  • Oversee member compliance obligations

  • Monitor professional practices

  • Coordinate on-site inspections

  • Manage member self-reporting    

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Solution powered by PowerApps

Review from a satisfied customer of our membership management solution

« The membership payments are easy to understand.  Great technical support ! »

Sylvie M.

Executive Assistant

Let us make your life easier!

Here are just a few of the associations who trust us to support their membership management needs.

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We're here for you !

 
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