CRM / EMS / Membership Database Providers

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TSG

TSG is a leading UK IT services provider with seven Microsoft Gold Competencies.

Built on Dynamics CRM, TSG Tribe harnesses two decades of experience working with membership organisations.

Task-focused wizards and a seamless user-interface ensure teams work more effectively together, capturing, sharing and accessing key information on your members.

TSG Tribe sits alongside a full range of end-to-end solutions from infrastructure, both physical and virtual, and connectivity to integrated business applications and IT support delivered for thousands of SMEs and more than 100 membership organisations, including RINA (Royal Institution of Naval Architects), LACA (Lead Association for Catering in Education), CONFOR (Confederation of Forest Industries) and St Albans Chamber of Commerce.

 

3Si

3Si is a UK based, privately-owned provider of software solutions and services to companies throughout the not-for-profit sectors. OM.Net is developed and owned by 3Si, it is a cost effective CRM that uses the latest Microsoft.Net technology to provide an easily understood and easy to use package. It delivers rich functionality with many additional features.

Subscriber offer: OM.Net Offer – 15% discount

+44 (0) 20 7953 3688
Core
A leading UK Microsoft Gold Partner, Core (CRM division, formerly known as Excitation Ltd), has built an established reputation for providing membership solutions in Microsoft Dynamics CRM and CRM Online, from initial project scoping, through implementation, to training and support.
We deliver CRM to membership organisations from trade associations to professional bodies to Chartered Institutes to Royal Colleges. Our clients include the Higher Education Liaison Officers’ Association, the Horticultural Trades Association, the Chartered Institute of Housing and the Royal College of Ophthalmologists.
We offer:
• A team of accredited, experienced developers led by a Microsoft Most Valuable Professional
• The reassurance of Microsoft Gold Partner status
• Robust methodologies and a unique approach to Microsoft Dynamics CRM and CRM Online
• An accelerator designed for membership processes in the form of Core’s Membership Platform
• Our own developed data migration tools for secure and reliable data transfer
• Expertise in the full suite of Microsoft technologies (including SharePoint & Windows Azure)
• Requirements scoping, project management and user training
• Ongoing managed IT services including infrastructure and hosting if required
• 24/7 support desk
The key to a successful CRM project is finding a company that will work with your organisation’s needs and understand your challenges. At Core we embrace this. You will find us responsive, supportive and enthusiastic partners.

0208 390 8899
oomi

oomi, from UK based technology company Centrepoint, is a fully integrated Engagement Management System for the NFP sector – combining CRM, Website, & Social Media.

Our cloud based, end to end CRM, website and social media integrated solution, oomi, addresses the needs of both members and memberships organisations today. oomi is the very first cloud based solution developed specifically for membership organisations and is built with 25 years’ experience in the NFP sector. oomi is an affordable, low risk and future proofed CRM and website solution that is easily implemented and rapidly deployed.

Why oomi?

oomigility – Adapt oomi to your changing requirements whenever you need – without any programming. oomi is a modular solution that provides powerful functionality that is specifically based around the requirements of membership organisations.

oomisocial – Be part of the conversation by engaging on social media and improving audience response

oomiflow – Automate your business processes with workflows. Tailored for you – by you

oomicloud – Experience the freedom of accessing oomi anytime and from any device or location

oomiweb – Single source, end to end CRM and website that will improve member value and enhance members’ experience.

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Community Brands
+44 (0) 7842 735 110

Accelerating growth and positive change to succeed faster, grow stronger and achieve your mission.

Community Brands empowers membership organisations, nonprofits and schools to succeed faster, grow stronger, and achieve their missions through our purpose-built technology and engagement platforms.

We’re a collective ecosystem of purpose-driven companies bringing together the best technology and market expertise to accelerate innovation and fulfill the unmet needs of purpose-driven organisations, so they can thrive in today’s fast-paced, evolving world.

Overview of products/services:

  • CRM & Management Software
  • Community Platforms
  • Learning Management Solutions
  • Job Boards
  • Event Management
  • Fundraising Software

Community Brands builds best-of-breed solutions aligned with ever-changing business models and emerging technology. Our solutions help member-based organisations drive growth, engagement, professional development, fundraising and revenue. We are committed to helping you fulfil your mission with modern technology that meets your members’ and constituents’ expectations.

0121 325 2620
Protech

For more than 20 years Protech has been delivering specialist CRM software and change management services to the Not for Profit (NFP) sector.

Its Pro-8 CRM software operates in a Microsoft environment and delivers easily configurable specialist NFP modules with CRM, workflow, process automation and reporting capability at their core: Membership & Subscriptions, Learning & Education, CPD, Event Management, Annual Appeal, Fundraising, Marketing & Campaigns and Sales Ledger.

By adding ProWeb, (secure digital platform) and ProCloud (a fully managed Cloud CRM offering) to its specialist CRM and change management solution portfolio, Protech delivers a Government ‘OFFICIAL’ security accredited fully integrated web and CRM platform.

Protech’s Lean3S, change management methodology based on Lean and Systems Thinking, ensures that NFPs can fully optimise their investment in Protech’s fully integrated web and CRM technology platform.

Fonteva
+44 20 7118 1515
Fonteva

Growing and retaining your membership. Amplifying your reach. Activating the power of a one-of-a-kind community – Fonteva Membership is the leading association management software and the only true-cloud membership solution recommended by Salesforce.

With a flexible point-and-click interface and the power of Salesforce – the world’s #1 CRM – behind it, Fonteva Membership offers all the features that member-based organisations require to develop and nurture constituent relationships, manage events, measure engagement, drive collaboration, and achieve their mission.

Key features:

  • Member CRM
  • Customisable Member Join / Renew Workflows
  • Member portals
  • Online Communities, microsites
  • Member Directories
  • Certification + Accreditation
  • Engagement Scoring & Badging
  • Form / Questionnaire Builder
  • eBusiness
  • Revenue accounting
  • Reports & Dashboards
  • Perfect for medium/large organisations with 10+ staff users

01993 764363
Tall Projects

Tall Projects is a membership technology specialist.

We enjoy partnering with small- to medium-sized membership bodies, typically with 3-20 staff.

Associations work with Tall Projects when they are frustrated by issues including:

  • Tired, underperforming membership websites
  • Clunky membership databases (or still using spreadsheets)
  • Inadequate online member self-service and personalisation
  • Critical data stuck in unconnected systems
  • Insufficient time and expertise to get the most from digital technology

Clients include Scottish Association of Landlords, Professional Speaking Association, Year Out Group and University of Oxford.

See https://www.tallprojects.co.uk/ for more information and to book your free consultation.

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FlexRM Limited
0203 764 6730
FlexRM

FlexRM Limited specialise in customising and configuring Microsoft Dynamics CRM/365 to meet customer requirements. A solution that is implemented well will make business operations more efficient enabling companies to streamline processes and drive revenue. Our experienced team have worked across multiple industries and have a wealth of experience working with Membership organisations, Event organisations and Local Government.

FlexRM have recently delivered a solution for the Association of University Administrators (AUA) to manage their Memberships, Events, Qualifications and CPD. AUA also administer 3 other membership organisations Memberships and Events bookings. AUA were previously using a CRM system that was no longer fit for purpose and selected both Microsoft Dynamics 365 and FleXRM to deliver their new CRM system.

020 3176 5380
Trillium

We deliver digital transformation for membership organisations. By bringing together strategy, digital and CRM, we transform the entire user experience, improving your membership acquisition, engagement and retention. Member experience matters.

Our services range from insight and planning to creative design and information architecture. This enables us to optimise technology and build intuitive, valuable, integrated CRM and website solutions for:

Membership management, member insights and reporting, education, training and CPD, membership finance, Direct Debit, member engagement scoring, events and conferences, venue management, marketing and communications and personalised member portals.

+44 (0)207 092 6659
Eudonet

Eudonet UK are specialists in cloud-based membership solutions, providing unified, intelligent management software to Associations, NFPs and Chambers of Commerce for the last 17 years, and counting over 30,000 users worldwide.

Easily integrating with your other office software, Eudonet lets you maximise user engagement and member experience whilst getting the latest information and analytics on your members’ activity all in one place.

Our success comes from combining an open, intuitive membership solution with the personal touch: Our team of specialists work directly with you from A to Z, ensuring you have the ideal solution tailored to your organisation, your budget, your needs.

With granular control over member engagement, fundraising, event organisation and communications campaigns, Eudonet gives you a 360° view of all interactions with your contacts. Grow your membership with social media integration and omni-channel campaigns and get live attendance updates on your events.

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01382 723040
C2 Software

C2 specialises in business transformation solutions for membership organisations. 

Subscribe 360 is at the heart of our solutions, powered by Dynamics 365 and the Microsoft cloud.

Our solutions and expertise include subscription management, self-service portals, invoice generation, online payments, event management, publication & product management, and full integration with systems such as financials, document management & marketing automation.

We have extensive experience of working with membership organisations throughout the UK.

The key features of Subscribe 360 include:

  • Manage all aspects of the company and individual-based memberships
  • Capture all interactions with members, building an activity history including calls, emails and web interactions
  • Process and manage membership applications
  • Member self-service options via a powerful online portal, including online event booking
  • Manage membership renewals
  • Promote and manage conferences, events, webinars and workshops
  • Accept online payments from all major providers e.g. SagePay, Stripe, Pay360
  • Automate routine tasks e.g. invoice reminders, event booking confirmation
  • Develop, issue and analyse member surveys
  • Integrate with financials, including Xero and Sage
  • Group and Committee management
  • Targeted marketing campaigns, including integrated email marketing

C2 offer a wide range of services to ensure that we can offer the complete Membership Management solution.  Services include:

  • Requirements and scoping consultancy
  • Solution architecture and design
  • Dynamics 365 customisation and configuration
  • SharePoint customisation and configuration
  • Custom software development
  • Data migration strategy and execution
  • System and user support services
  • Tailored solution training
  • Licensing and software advice

Contact Us

01275 398 900
Chorus

We are strategic digital partners for membership bodies and Not for Profits, based near Bristol. We believe in using technology to put people first and apply our expertise and experience in the sector to help membership organisations with their digital transformation. We believe in building strong partnerships and work closely with our clients to advise and implement the most suitable long-term solutions following a flexible, agile approach. Formed in 1999, our team of over 75 have worked with numerous membership organisations, including The Soil Association, The Donkey Sanctuary, AELP and Lifetime Training.

We are Microsoft Gold partners and Umbraco Gold partners providing a range of integrated digital services across Microsoft Dynamics 365, SharePoint, Azure and Umbraco CMS. We have a talented team of UX consultants, designers, developers and infrastructure specialists that design and develop cutting-edge CRM solutions, websites and portals and provide dedicated ongoing support.

Through our years of sector experience and in-house expertise we have built a bespoke, modular membership management solution, Rhythm, on Microsoft Dynamics 365 with integrated website and marketing automation; allowing organisations to adopt a tailored CRM solution, built on the foundation of Microsoft’s progressive platform.

Find us on LinkedIn

Abacus
Abacus

Abacus is an award-winning Software as a Service (SaaS) provider with unique proprietary Customer Data Platform (CDP) and Digital eXperience Platform (DXP) offerings. We help brands and communities improve revenue and engagement with personalised digital experiences and offers.

With over 20 years of experience enabling digital transformation, our specialist platforms and services manage digital content, websites, paywalls and subscription bureaux provide sophisticated Single Customer View and membership engagement functionality for major professional institutions and brands.

Our platforms provide our clients with:

  • actionable insight through a multi-channel Single Customer View
  • GDPR-compliant personalisation with consent
  • flexible interoperable digital UX

Webvision Cloud is a GDPR-compliant Digital eXperience Platform, comprising a professional mobile-friendly website, an enterprise-class CMS and a market-leading audience engagement database – all in the cloud. The hierarchical preference centre (Compliance Hub) keeps track of all interactions with your customers so that your organisation can demonstrated lawful consent and ongoing engagement (for legitimate interest).

ADvance is our award winning SaaS customer data platform (CDP), comprising a GDPR-compliant multichannel single customer view, customer identity & access management (CIAM) and e-commerce system in one.  Combining data from multiple sources allows powerful insights and segmentation to drive dynamically personalised offers and experiences, improving customer engagement and propensity to buy.

Case Studies/Clients: Royal Society of Chemistry, Royal Pharmaceutical Society, The Law Society, IOP Publishing, Chartered Institute of Housing, Royal Society of Chemistry and the British Film Institute.

Find us on Facebook and LinkedIn

APT

APT Solutions is the premier provider of market leading Membership Management Software and specialist membership administration Services, in the UK, Australia and New Zealand.

Powering the leading membership organisations in these regions, our software, Stratum Hawk, is our primary focus. With over 20 years’ continuous operation within the sector, we are a company with impressive results. Our customers benefit from continued R&D investment, sector leading security, experienced Account Managers and a piece of mind that is gained from working with a trusted supplier. We form long term relationships with our valued customers and can offer a truly consultative approach to any implantation. We offer our expertise, experience and proven software, to ensure your system is the very best fit for your requirements.

About Stratum Hawk:

A package of various tools which allows organisations to utilise data to take the membership experience to the next level.

For Members:

A dedicated secure area that offers relevant, targeted content based on preferences, interest, activity, qualifications, location etc. Show them targeted news, products, events, gift vouchers, updates, results etc. allow them to enter, update details, download relevant documents, all within their own page. This is a meaningful area that allows ease of communication and a relationship to be formed. If an area is relevant, members will come back, feel engaged and see the value of being a member.

You are able to track what is of interest via the advanced reporting tools in the staff area.

Members can also download a membership card on their smartphone. This gives access to their own area, plus can be used as an identifier for qualifications and events.

For Users:

Full CRM functionality with a comprehensive subscription module that is able to work with your organisations constitutional rules. Member information is easily retrieved and displayed.

Comprehensive reporting tools create data that is invaluable for decision making, showing what is popular, trends, and the direction to focus.

Easy to use, web based, users are able to access anywhere anytime. APT take care of the hosting requirements ensuring that the system is always optimized and backed up, taking the headache away from organisations.

Please contact us for a demonstration today.

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0845 544 2043
smartimpact

We specialise in providing intelligent CRM systems for membership organisation to automate internal processes, improving membership engagement and retention through personalisation and advanced analytics. If you’ve used Microsoft products before, you’ll be at ease with our Microsoft Dynamics 365 systems.

+1 734 327 3651
AdvantageCS

AdvantageCS is a leader in world-class membership and subscription management, marketing, sales, eCommerc, and customer relationship software. AdvantageCS has been a trusted partner of dozens of membership associations, publishers, and media companies since 1979. Our philosophy is to develop long-term relationships through commitment to our clients’ success. Our reputation for quality products and service is extremely important to us, and to our clients as well.

Members Advantage is a fully integrated solution for membership associations, including professional societies, alumni associations, charitable organizations, and clubs. It simplifies management of your organization with a member portal that steps a user through the membership application process, membership renewals, member self-service and payments. Backed by a proven, powerful platform: Advantage from AdvantageCS.

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Satori MM by OFEC
01865 556070

Satori MM is our Membership Management Systems for Associations and is part of our family of products all of which help you manage people. Our other key product is DigiGreet, a Visitor Management Systems.

We are OFEC Consulting LTD and since 1999 we have been working with membership bodies allowing associations to achieve more with limited resources, with the help of Satori MM of course.

Although we do have business clients such as GWR, we enjoy working in this sector, the people are nice and have a nice approach to working with us. We like to be part of the team and will do our very best to support the promotion and growth of your association.
We are Microsoft partners; our work has been assessed to ensure we meet the exacting standards of Microsoft both in terms of coding standards and delivery of the solution to you the customer.

Satori MM is amazing, we’ve watched it grow over many years from simple membership management to a beefy CRM hunk and event management guru. It’s really well suited to smaller associations and societies with 200-10,000 members.

If your conferences are science based and you manage abstract submissions then you’ll be delighted at what it can do.

Satori MM can manage your operations in one place so you can deal with all your admin tasks without lifting a finger, making you some kind of super hero. We devour the admin for everything from renewals, events and conferences to invoicing, and even give your members a personalised experienced.

If this sounds like the sort of membership management system you want, Get in touch now!

ACHORDA

The ACHORDA team have over 20 years’ experience in helping membership organisations bring unity to their I.T. systems, online presence, staff and members through expert advice and superior bespoke software solutions.

We create membership websites that look beautiful AND deliver exceptional performance. Websites/extranets that provide an engaging, personalised UI to the public and that can automate as many business tasks as you need behind the scenes… imagine that.

At the core of our solutions is the Umbraco CMS. ACHORDA’s team are all Certified Umbraco Professionals and know exactly how to use Umbraco to bring you the best possible editing and security features, all backed by Umbraco’s trusted support and community.

We can integrate with your existing systems, or help you start from scratch. Whatever way you need to work we can help you find the most effective, profitable and future-safe solution for your organisation to meet that all-important budget.

ACHORDAmembership I.T. solutions are tailor-made to overcome each organisation’s unique challenges.

  • Extranet
  • Intranet
  • Member engagement
  • Integrated systems
  • CMS
  • CRM
  • Secure database
  • Event management
  • Online payments
  • Self-service portal and more

Whatever challenges your organisation faces, we’re here to help you succeed.

Find us on Facebook and LinkedIn

0207 843 4400
MillerTech

MillerTech is a market leader in supplying Membership and CRM systems to the Not for Profit (NfP) sector. We have worked closely with NfP Organisations for over 33 years, delivering effective and innovative solutions which ensure that all your contacts are fully informed and engaged. We have implemented solutions for over 200 NFP organisations including charities, associations, trades unions, friendly societies, fundraisers and healthcare providers. Our clients range in size from a few hundreds of members up to millions, with users ranging from a few to thousands.

Overview of products/services:

MerlinCRM

  • For trade unions, associations and professional bodies
  • Fully integrated and web-based CRM
  • Member engagement and big data solution

CiviCRM

  • For charities and NfP organsations
  • Open source and fully web-based CRM
  • Complete fundraising and donor management solution

PolicyCRM

  • For friendly societies
  • Full integrated Policy Management CRM
  • Built upon in-depth knowledge of membership and insurance systems

For further details of MillerTech’s products and services please visit www.millertech.co.uk/portfolio

Find us on Facebook and LinkedIn

Making leaders’ lives easierOur online membership system has grown to be the system of choice for associations and leaders around the world. Developed by a team of people involved with youth associations to be a complete membership system for all levels of the organisation.

Our system gives you complete visibility of your organisation with a comprehensive set of communication, reporting and management tools and your leaders the ability to manage everything from events, badge progression, attendance, payments and much more. See the full list of features and video demos here.

Facebookwww.facebook.com/onlineyouthmanager
LinkedInwww.linkedin.com/company/online-youth-manager

UpBeat
+44 207 268 9809
UpBeat

UpBeat membership engagement technology built on Microsoft Dynamics 365 has specific modules purposefully developed for associations, membership and not-for-profit organisations and provides associations and membership organisations with out-of-the-box functionality for automating all member processes within and across your entire organisation.

UpBeat is part of Professional Advantage which employs 350 people in 8 global offices, and works with more than 800 best in class organisations across industries on ERP/Financials, Client Relationship Management, Intranets/SharePoint, Business Intelligence, Corporate Performance Management and Business Process Management technology software and services.

Professional Advantage helps organisations achieve more with technology.

01483 409 409
Silverbear

Silverbear helps drive forward your digital strategy with our automated user-centric software to improve the engagement, retention and growth of your membership base. Our specialist CRM solution is 100% focused around the specific needs of the membership and not-for-profit (NFP) sector:

  • Professional membership organisations
  • Trade unions
  • Regulatory bodies
  • Trade associations
  • Arts and heritage sectors.

Silverbear Membership is the only UK solution to be awarded the highest level of Microsoft accreditation – Certified for Microsoft Dynamics (CfMD).

Find us on LinkedIn and follow us on Twitter.

+44 (0)20 3267 0067 x5409

iMIS 20 is the top-rated association and membership management solution in the world. By fusing database management and web publishing in a single engagement management system (EMS)™, iMIS 20 empowers you to consolidate data silos, reduce complex database-web integration needs, improve member intelligence, and drive continuous performance improvement.

Manage member data, email communications, events, certification programs, product sales, fundraising campaigns, online payments, your website, and more in one cloud-based system. Easily get a 360 degree view of your members to get the insights needed to drive retention and growth.

Subscriber offer: 10% off the initial set-up fee/support contract for iMIS implementation

Find out more…

01278 247138 Mobile: 07970 280 722
C Systems

C Systems Global work with more than 300 clients throughout the United Kingdom, North America and Australia. We have a simple company motto that has serves us well: We are technology focused and relationship driven. Our staff are committed to providing services that exceed our customer’s highest expectations. This is the essence of C Systems. We are committed to bringing our clients innovative and modern solutions to their challenges and providing exceptional quality of service. We are extremely proud of our long history of partnering with Advanced Solutions International on the sale and implementation of the iMIS engagement management system (EMS). More recently we entered into a strategic partnership with etouches to sell and service the etouches event management, registration and mobile app platforms.

C Systems focuses on the needs of membership organisations, not for profits and event management organisations. Throughout this space we provide consultancy integrated solutions that connect membership software with world-class event planning and conference management solutions. Our integrated offerings address every aspect of the full event lifecycle – from submission, review and selection of proposals and abstracts to online registration with event home pages, complete conference and exhibit planning, to financial processing. We offer a bi-directional transfer of data between the iMIS engagement management systems and etouches event management software. As part of our integrated solution we offer the Loopd mobile event app – native on all platforms – and the FieldDrive onsite delegate badging, digital signage and delegate tracking services. Our solution engages members with user-friendly interfaces and delights membership organisations with the kind of member engagement data that makes a difference.

Other case studies:

www.csystemsglobal.com/etouches

www.csystemsglobal.com/Loopd

www.csystemsglobal.com/Connect

 

0117 9717547
Wattle

Wattle are creative technology partners for membership organisations like the Royal Institute of British Architects, the Chartered Institute of Marketing and the Chartered Institute of Arbitrators.

Our proven track record and ability to work strategically with membership organisations, through the deployment of integrated website, CMS and CRM solutions, enable us to help them:

  • Significantly increase membership acquisition
  • Drive deeper member engagement
  • Demonstrate compelling gains in member value

Wattle’s membership management solutions unify two of the industries leading SaaS technologies, Umbraco’s CMS for website and self-service member portal development and Microsoft’s Dynamics CRM for member management. Combined they form one seamlessly integrated and fully configurable membership management solution hosted in the Cloud.

As Umbraco Gold, Sitecore Implementation and Microsoft Dynamics CRM Partners our full range of services span website and member portal development, complex bespoke software development, system integration projects and fully integrated CRM solutions.

MPP Global
01925 591375
MPP Global

MPP Global delivers eSuite, the world’s smartest subscription & billing platform that provides membership organisations with the freedom to deploy flexible recurring revenue models and monetise their content.

eSuite provides next generation membership and subscription management and accelerates digital revenues, whilst future-proofing infrastructure capability. Our cloud-based PaaS model is a global framework that incorporates all platforms, devices, currencies, languages, payment types and territories, providing the flexibility and scalability that you need to grow.

With offices throughout the Americas, Europe, Middle East and Asia Pacific, MPP Global has an impressive track record of maximising customer lifetime value. Clients include Specsavers, Sky, The Times, Daily Mail, EFL, L’Équipe and The Racing Post.

eSuite has been designed for growth, our feature rich platform will make it easier for you to acquire more members and give them more control of their online account with a GDPR ready self service area and identity management. Our ability to add a paywall will let you automate access to member only content and minimise the sales effort required to encourage your customers to upgrade and purchase additional services.

Incentivise users to sign up and A/B test pricing, bundles & offers. Our SDK provides you with pre-built customer journey pages that work across any device and reduce payment friction making signing up a quick and easy process. By managing the full lifecycle of your members, we can also support you with preventing churn and retaining recurring revenues

  • Trials & Promo codes
  • Direct Debits, Card Payments, PayPal, Offline Billing & more
  • Flexible recurring billing & one-off purchases
  • One-click payments
  • Account upgrades & downgrades
  • Contracts, cooling off & grace periods
  • Group accounts & license overflows
  • GDPR & PCI DSS level 1 compliance
  • Social media sign-on
  • Member self-service & Membership CRM
  • Transactional emails & support log
  • Virtual terminal (MOTO)
  • Re-try rules & card updater services
  • Reporting, data feeds and dashboards

iFINITY plc
iFinity

The iMIS CRM and Engagement Management Solution is one of the leading association software choices worldwide and perhaps the best web based platform product for associations.

iFINITY is the UK’s only Premier Authorised Sales and Implementation partner for the leading iMISCloud and iMIS20 software solutions.

In order to meet the growing demands of these organisations for specialist technology services in the UK and EU, with needs for CRM, Finance, Commerce, Events, E-Marketing, Education and Engagement iFINITY plc has now established a Flagship iMIS Enterprise Solutions Centre. This sees iFINITY become the sole UK Premier Authorised Solution Provider.

Since 1994, and based in London, iFINITY has served clients throughout the UK as well as Spain, Ireland, Switzerland, Zambia, South Africa, USA, Canada, Australia, New Zealand. We have been providing solutions to a wide range of global trade associations, professional bodies, regulatory organisations, charities, societies and associations.

iFINITY have a long and successful history in devising and delivering innovative solutions based on the iMIS Engagement Management CRM to transform the organisations we work with to become highly efficient and effective in the delivery of their strategies and objectives.  Staff value the pragmatic approach we bring to all engagements, delivering value for money services.

  • iMISCloud and iMIS 20 solution sales for enterprise or smaller associations and charities
  • WebDesign and deployment for Public Facing or Member Self-Service WebSites
  • A range of training programs and packages to build skills
  • Regular pro-active performance checks and assistance with harnessing IT to meet goals
  • Membership and Events APPS for Windows and Android

The business was formed by Chief Executive, Russell Franks who has substantial experience, and a respected reputation within the not for profit community in the UK and globally. Since 1994 iFINITY’s success has been recognised by ASI as a winner of many iMIS innovation awards, member of ASI Chairman’s Circle and Gold Level Sponsor of the international iMIS user group.

What does this new arrangement mean for you? You may be an organisation using iMIS or an organisation investing in new CRM technology or an organisation simply trying to figure out how to move forward from old CRM technology to something more suited to the demands and rigour of running a not for profit organisation in today’s fast moving environment. These can be tough questions to answer, particularly as technology is critical to your success and can swallow up large sums of money with inappropriate advice or direction.

iFINITY can help.

This new approach and partnership will allow iFINITY to respond in a personal way to your needs at whatever stage you may be, drawing on our expertise and knowledge.

You may, for example, require informal advice and guidance as you consider the suitability of your existing CRM systems as they fail to enable your strategies to be delivered. You may be looking to replace your iMIS vendor and are looking for an alternative provider to assume full responsibility for your system quickly, without fuss, putting in place a precisely tailored support package reflecting your budget and staff expertise. It could be that you are about to embark on a formal procurement exercise, with or without a consultant, and want to include iMIS in your process. You may be looking to extend your iMIS system and need a partner for a specific project.

iFINITY specialise in all of the above, every day. No project is too big, nor too small. We provide a total, end-to-end personalised service, working with you every step of the way to design and implement a system specifically for you. We recognise that every client is unique and needs a focused approach. There is no such thing as a standard approach, particularly for implementation.

We have a strong team, many of whom come from professional body, charity and not for profit environments. We have an intimate understanding of the community and the challenges of delivering technical projects in such environments and we would be delighted to speak with you without obligation

If you would like to see iMIS in action or discuss how you can benefit from the high ROI and low cost of ownership offered by the iMIS platform please get in touch.

We would like to hear from you if you have any RFI or ITT working alone or with a consultant. If you have done your research and already know iMIS is high on your shortlist then please do contact us and let us show you what all the fuss is about and why iMIS is right for you and your future.

Gordon Brewster Head of Sales [email protected] +44 7897 275 133

Russell Franks CEO [email protected] +44 7976 379702

01256 356629

A trusted Microsoft Dynamics 365 partner with over 20 years’ experience working within education and 10 years working specifically with member organisations. Our in-house technical expertise combined with our first-class Customer Success Programme is what stands us apart.

We specialise in Information Management solutions for membership organisations; built using Microsoft Cloud-based technology. We adapt our products to meet the needs of your organisation, which includes a customer portal built to match your website. Get in touch for a no obligation online demonstration.

Product showcase

CMIS-UK

At CMIS-UK, we aim to provide exceptional Customer Service along with our Rubi Online CRM system. Rubi includes free, UK based, Technical and Customer Support and is currently in use by organisations both across the United Kingdom and abroad. Rubi is ideally placed for Membership & Non Profit Organisations, Event & Event Management and Training Providers.

The Rubi system is comprehensive, easy to use, cloud based and has a low monthly user license. Rubi assists organisations in improving relationships with clients, or prospects, through a simple to use interface via your web browser.

Key Features:

  • Company Tracking
  • Contact Tracking
  • Membership Tracking
  • Interactions Tracking
  • Report Builder
  • Tasks & Alerts
  • Events/Training Management
  • Booking Module
  • Sales/Pipeline Tracking
  • Document Uploads
  • Flexible Search Functionality
  • Customisable Fields
  • Customisable Drop Down Lists
  • MS Outlook & Excel Integration
  • Templates Functionality
  • MailChimp/Forfront Integration
  • Website Integration
  • User Permissions/Access Restriction
  • Bulk Data Import Functionality

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Blue Tahiti has been providing software solutions since 2003. We now serve clients across Europe and North America and help them to focus on looking after their constituents and pursuing revenue growth and development initiatives.

The C-Insight association management platform is innovative and user-friendly. It is customised to meet your specific requirements and can be accessed from any device. The management of information and processes is made easy through the single centralised database which features real-time integration across all departments and directly with your website.

Blue Tahiti began working with membership organisations following the opening of our Denver office. We identified a number of common challenges faced by associations, when managing often unique information and processes. The C-Insight platform has been developed to meet those challenges. We work with organisations in the UK and the USA. You can find out more by visiting our website or arranging for a personal online product demo.

Phone:+44 (0) 117 325 1146
LinkedIn:https://www.linkedin.com/company/blue-tahiti-software-ltd

0800 996 1833
Perfect Image

Perfect Image delivers applications, data analytics and managed services that will transform and optimise your business. We offer our customers a unique blend of over 25 years’ experience with leading edge cloud, on-premise and hybrid solutions.

A Microsoft Gold Partner, Perfect Image specialises in the design, delivery and support of business applications, including; CRM, Dynamics 365, ERP, Office 365 and bespoke software apps. This is underpinned by our expertise in delivering cloud infrastructure, analytics and managed services.

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GMCVO Databases provide an open-source flexible software solution, CiviCRM, that can help you manage your group or organisation’s data effectively through a web-accessible user friendly platform. Wholly-owned by the charity, Greater Manchester Centre for Voluntary Organisation, all profits of our services are invested back into the voluntary and community sector. We provide advice, consultancy, training, website integration and ongoing support to ensure you have a positive experience of CiviCRM

e-mango

e-mango works with those smaller association teams who have finally decided to ditch their multitude of spreadsheets and home grown Access databases, to move onto a modern platform from which they can manage their membership data and website. Their project budgets may not stretch to the bigger suppliers but they still require the ability to provide the following services: members login area, members dashboard for self-management, online application and joining process, membership renewals, subscription payments, event bookings, shop, email campaign tool, and searchable member directories with enhanced profiles.

The e-mango Membership Platform is an integrated website CMS and membership CRM, that can be tailored to bespoke needs. The solution is written, supported and hosted in the UK by e-mango.

You can see what we have done for other clients on our Case Studies page.