Name: Unify Technologies
Telephone: +44 204 570 1439
Price range: $$

Empowering Membership Organisations with Microsoft Dynamics 365

Unify Technologies specialises in integrated Microsoft solutions tailored for Membership Organisations. As a trusted Microsoft Dynamics Partner, we provide expert technical and functional services, solutions, and applications designed to empower our clients and help them grow.

With over 30 years of experience in ERP, CRM, and Data Solutions, our project implementations serve organisations of all sizes - from new start-ups to established enterprises. We work closely with membership organisations across various sectors, including private, charitable, NFPs, and government, delivering solutions that streamline operations and enhance member engagement.

Our suite of Microsoft Dynamics 365 frameworks bring simplified and comprehensive functionality to organisations, including:

Maintain a centralised, up-to-date database of all your members, including contact details, membership status, and engagement history.
Segment your members based on demographics, interests, and engagement levels to tailor your communication and services.
Automate membership renewals and track retention rates with ease, ensuring you never miss an opportunity to engage with your members.

Simplified, joined-up financial operations

The integration between Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central enables Membership Organisations to painlessly manage financial operations by unifying member data, payment processing including direct debit management, invoicing, renewal management and reporting, ensuring real-time visibility and streamlined financial workflows.