Skip to content
Case study

An industry association centralized members, dues, and events in one CRM.

Industry: Industry association

Before → build → after

Before

Several tools

for members, dues, events, and committees

After

1

system for members, dues, events, and committees

Get a similar outcome.

A 15-minute scoping call, no commitment.

Book a scoping call
The challenge

The association managed members, dues, events, and committees across several disconnected tools, which made renewals and member communication hard to coordinate.

What we built

A membership CRM with a member database covering tiers, dues, and renewal dates, event registration and attendance tracking, committee groups with segmented email, and a self-service portal where members update their own profiles.

What we built, step by stepPrescribe

The system, end to end, press play to see it run.

The system · live run
  1. 01
    Member database

    Tiers, dues, and renewal dates for every member in one place.

    pending
  2. 02
    Events tied to members

    Registration and attendance tracked against each member record.

    pending
  3. 03
    Segmented communication

    Committee and communication groups, each with its own email segment.

    pending
  4. 04
    Self-service portal

    Members update their own profiles, so staff stop doing it for them.

    pending
token
complete
The results

1

system for members, dues, events, and committees

Automated

renewal process, run from one place

Less

staff time spent on manual admin

Next step

Want a similar outcome?

Book a 15-minute scoping call. We'll tell you what's possible for your business.

Response time

Within 1 business day

Coverage

USA · UK · EU

Team

15 people · 10 engineers

Free automation