CRM / EMS / Membership Database Providers

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Upbeat
Telephone Number: +44 207 268 9809
Website: Upbeat

UpBeat built on Microsoft Dynamics 365 is a member and donor management technology with modules purposefully developed for membership and not-for-profit organisations. A transaction engine with deferred revenue capabilities, Upbeat provides membership organisations and not-for-profits with GDPR-compliant out-of-the-box functionality to connect member and donor information within and across your organisation, with modules such as membership, events, marketing, fundraising, donations, grants and education.

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.

Read our Whitepaper: Digital Transformation for Associations and Not-for-profits

FlexRM Limited
Telephone Number: 0203 764 6730
Website: 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.

Advanced Solutions International (ASI)
Telephone Number: +44 (0)20 3267 0067 x5409

The future of association software is here. iMIS, the #1 rated association and membership software platform, is now in the cloud. Powered by Microsoft Azure, iMIS Cloud offers the very latest in technology, including a powerful API with hundreds of proven integrations, a built-in engagement scoring engine, dynamic dashboards, an optional Web CMS, and all the features you need to manage your association.

Unify your member data, email communications, events, online payments, your website, and more in a single member engagement platform.

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

Find out more…

MillerTech – A ClearCourse Company
Telephone Number: 0207 843 4400
Website: 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

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Abacus
Website: 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.

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