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MemEx CRM

CRM configured with unrivalled back-office association and membership management process automation.

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The CRM Powering MemEx
MemEx CRM provides you with a market-leading CRM system, and the flexibility to customise the platform to your unique needs and extensively automate your membership processes. 

It leverages Microsoft's Dynamics 365, the membership sectors' most popular CRM system, to deliver major process automation, significant efficiency gains, and a single view of your member data.
The combination of our knowledge and experience in the membership sector, and our Dynamics 365 expertise, has enabled us to develop a comprehensive set of pre-built and low-code CRM Accelerators for you to leverage out of the box.

Core CRM Capabilities

Accelerate your MemEx CRM build by leveraging a comprehensive set of pre-built accelerators. 
Memacc Memman

Membership
Management

End-to-End membership lifecycle management for individual and organisational members. Detailed reporting and measurement of member activity to give you a deeper understanding of how to meet their needs.

Memacc Memeng

Member
Engagement

Track and report on every member interaction and deliver a 360° view to your Membership team, giving them the tools to deliver consistent, personalised experiences that enhance member engagement.

Memacc Renewals

Membership
Renewals

Fully automate batch, annual, and subscription membership renewals processes, along with handling member upgrades, and send automatic reminder alerts to members.

Memacc Eventman

Event
Management

Plan and manage conferences, workshops, seminars, and webinars all from one platform. Capture and sync event data between website and CRM, and compile delegate and attendee lists for targeted event communications.

Memex AI

Education
& Training

Comprehensive management of education, training, and qualifications. Create courses and track activities and outcomes against individual and organisational records. Seamlessly integrate with your chosen LMS.

Memacc CPD

CPD &
Accreditation

Coordinate CPD and accreditation programmes, automatically allocate CPD points to training, events, or other activities, and track CPD progress for individuals and organisations.

Memacc Finman

Financial
Management

Gain a complete view of your finances with comprehensive sales ledger capabilities in CRM. Manage your membership subscriptions, invoices, card payments, and direct debits in one centralised location.

Memacc Caseman

Case
Management

Deliver a high-quality experience and seamlessly manage all types of enquiries, ensuring your members receive expert responses. Manage cases, track progress, handle case documents, and monitor performance.

Memacc Grps&Commit

Groups &
Committees

A comprehensive set of capabilities to manage user groups with specific attributes and all related activities. Send user group-specific emails, arrange meetings, and track attendance, along with issuing agendas, minutes, briefs, and other documents.

Memacc Mark&Comms

Marketing
& Comms

Send the right message at the right time. Create dynamic lists to automate email marketing based on specific criteria. Integrate with your chosen marketing automation platform to gain deeper insights into member behaviour.

Memacc Sales&Ecomm

Sales
Management

Generate new leads and convert them into sales opportunities across multiple revenue streams. Increase sales productivity through automation and pipeline management tools.

Memacc Reporting

Reporting
& Insights

Foster a data-driven culture with business intelligence for all. Enable everyone in your organisation to make confident decisions using real-time management information and insights.

Memacc Fundraise

Fundraising
& Gift Aid

Manage fundraising activities, campaigns, and donations with a rich user experience that makes online giving easy and rewarding. Create targeted solicitations for key contacts, track pledges and lapses, and stay on top of your donations programme.

Memacc AI

Artificial
Intelligence

Microsoft's generative AI Assistant Copilot ensures the automation of repetitive tasks, improved productivity, personalised member interactions, and enhanced meeting preparation and knowledge retrieval. 



The Insights you've always wanted

Member Insights

Embedded reporting and analytics provides a 360-degree view of member data, including engagement levels, renewal rates, and event participation, and dashboards visualise trends - such as which member segments are most active or at risk.

KPI Monitoring

Real-time reporting, through built-in dashboards, delivers live data updates monitoring key performance metrics like membership growth, event registrations, course attendance, and payment statuses instantly.

Financial Performance

Financial reporting, enhanced by analytics, tracks membership income, sponsorships, and event revenue to visualise cash flow trends, budget adherence, or cost per member acquisition - helping you optimise your financial performance.

Predictive Analytics

AI capabilities enable predictive analytics to forecast membership trends and churn risks, and machine learning models identifies patterns, such as factors leading to lapsed membership - enabling you to predict future membership growth.

Built on the membership sectors most popular CRM system
MemEx CRM leverages Microsoft Dynamics 365 - the top CRM for membership organisations, powering process automation and efficiency gains across the sector. Its ability to seamlessly integrate with familiar Microsoft 365 tools, its flexibility to be highly customised, and its comprehensive reporting capabilities make it the ideal membership CRM. 

Dynamics 365 is trusted by almost 40% of associations (MemberWise 2023) and is the go-to CRM system for membership digital transformation.
Seamless Integration with other Microsoft 365 tools like SharePoint, Teams, and Office. 

Highly Customisable enabling membership organisations to tailor it to their unique needs.

extensive Automation capabilities, streamlining tasks like renewal reminders and member communications.

Single Data View via a central database for member information, eliminating the need for other systems.

Membership Experience Platform MemEx

Wattle’s Membership Experience platform, MemEx, delivers unrivalled end to end membership management for professional bodies and trade associations. Deploying the platform will enable your organisation to:

  • Accelerate member acquisition
  • Drive deeper member engagement
  • Improve member retention
  • Automate and streamline operations
  • Make smarter data-driven decisions
  • Drive down technology costs

MemEx unifies the membership sectors most popular digital technologies, the Umbraco CMS and Microsoft Dynamics 365 CRM, to deliver a single integrated platform across MemEx Web, Member Member Portal, and MemEx CRM.

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