Industry Accelerator
Purely CRM’s Membership Management Accelerator is a purpose-built solution designed to modernize and simplify the operations of member-driven organizations. Built on Microsoft Dynamics 365 and the Power Platform, this accelerator enables efficient onboarding, contact and committee management, payments, communications, and reporting all within a secure, cloud-based platform can be hosted in Canada or the United States.
With capabilities that support individual professionals, corporate members, certification bodies, associations, and regulatory organizations, our solution provides a 360-degree view of your members and operational workflows.
Use automated workflows to manage onboarding, renewals, and case resolution ensuring consistency and compliance across the entire member journey. Approvals, reminders, and email confirmations are handled automatically to reduce manual workload and human error.
Give members secure access to update contact info, pay dues, renew certifications, submit inquiries, and access event history or committee involvement. Portals can be customized for different member types and roles.
Track individual members’ practices, licenses, business operations, and volunteer activity. Configure multiple tiers and manage certifications, CE credits, professional standing, and renewal cycles.
Manage governance bodies, working groups, and volunteer committees within Dynamics 365. Communicate at the committee level, assign roles, and track meeting attendance, outcomes, and member responsibilities.
Build segmented member lists based on interests, geography, status, or tenure, and automate communication with newsletters, event invites, or advocacy campaigns. Using out-of-the-box omni-channel features to maintain consistent outreach and grow loyalty.
Monitor membership growth, renewal rates, event participation, and engagement metrics with intuitive Power BI dashboards. Use these insights to support board reporting, drive fundraising, and inform strategic planning for long-term association growth.
The Membership Management Accelerator supports a full end-to-end operational workflow from initial application and approval to ongoing engagement, renewals, committee participation, and case resolution centralized within Dynamics 365 for consistent, trackable service delivery.
Our development team has created a comprehensive framework and reusable design to build a centralized view of each member’s personal information, preferences, engagement history, and communication log, securely stored in a unified database.
Each member is assigned a comprehensive Contact Card built on Microsoft Dynamics 365, storing personal information, communication preferences, demographic data, and interaction history.
Track membership status, role types (e.g., individual, corporate), and renewal dates.
View full engagement timeline including event participation, dues payment, and communication logs.
Easily accessible by staff to provide personalized service and efficient support.
Easily manage multiple membership levels with associated pricing, benefits, renewal terms, and upsell opportunities for value-added services.
Configure, manage, and scale your membership tiers with a dedicated interface specific for associations.
Define multiple membership types (e.g., Student, Professional, Lifetime) with tier-specific benefits.
Support flexible fee structures, promotional pricing, and cross-sell opportunities for donations or add-ons.
Enable auto-renewals, recurring billing, and integrations with major payment gateways (credit/debit).
Auto-generate invoices and track financial history directly within the CRM.
Host and manage virtual or in-person events with features like member pricing, promo codes, automated confirmations, and full payment processing integration.
Plan, promote, and execute successful events both virtual and in-person with built-in event lifecycle tools.
Members and non-members can register through branded online forms with tiered pricing.
Integrated with payment systems to collect fees, apply promo codes, and issue receipts.
Track attendance using a digital check-in system and automate pre/post-event communications.
Record participation in each member’s profile to support CE credits, engagement scoring, or future targeting.
Have any questions?
We’re here to help.
