The powerful CRM engine behind membership
Looking for a CRM with unrivalled association and member management automation capabilities?
Wattle harnesses the power of Microsoft Dynamics 365 to deliver seamless, intelligent membership management tailored for professional bodies and trade associations. Our certified Dynamics 365 consultants, and Power Platform developers, ensure your CRM platform is configured to membership sector best practice standards, whilst helping you unlock the full potential of your data to drive meaningful member engagement.
Why Dynamics 365 CRM?
With almost a third of all membership organisations using Dynamics 365, its position as the go-to CRM stems from its familiar Microsoft look and feel, its flexibility to automate complex membership processes, and its ability to centralise, and gain insights from, member data - unifying your approach to member and association management.
Here's why it's the top choice:
Unified Member Management
Centralise all member data, providing a single, up-to-date source of truth for contact details, engagement history, membership status, and more. eliminate data silos and enable your team to access accurate information quickly, improving service and operational efficiency.
Automated Workflows & Renewals
Automation capabilities, streamline repetitive processes like onboarding and renewals. This saves time, reduces your admin burden, and ensures no critical tasks are missed - supporting higher retention rates.
Personalised Member Engagement
With comprehensive member profiles and segmentation tools you can deliver tailored communications and targeted campaigns. Personalisation boosts engagement, strengthens relationships, and helps nurture members throughout their journey.
Real-Time Insights & Reporting
Custom dashboards and analytics provide actionable insights into member behaviour, retention, event participation, and revenue streams. These data-driven insights help you make informed decisions, identify trends, and address members at risk of lapsing.
Seamless Integration & Familiarity
Dynamics 365 integrates effortlessly with widely used tools like Outlook, Excel, Teams, and SharePoint. This familiarity reduces training time and increases adoption among your team.
Scalability & Flexibility
Dynamics 365 is cloud-based and highly scalable, making it suitable for both small and large membership organisations. It can be customised to support complex membership structures, multiple subscription levels, and evolving organisational needs as you grow.
Microsoft Partners
Wattle is a trusted membership technology partner for many professional bodies and trade associations. Our deep sector expertise means we understand your unique challenges - whether it’s automating key processes, gaining insights from data, or helping you personalise member engagement.
As Microsoft Dynamics 365 CRM specialists, we deliver tailored membership management CRM solutions, advanced automation, and powerful analytics, all supported by seamless data migration, ongoing support, and comprehensive training. With Wattle, your CRM is secure, accessible, and GDPR compliant - empowering your organisation to manage members efficiently.
Want a Dynamics 365 head start?
Then check out [**MemEx CRM**](/content/technology/memex/memex-crm/ "MemEx CRM"/index.html) - part of our wider Membership Experience Platform, MemEx.
MemEx CRM utilises Dynamics 365, and the Microsoft Power Platform, as its foundation. It provides you with all the CRM capabilities needed to manage both your association and its members, and significantly accelerates your CRM build journey with Wattle by leveraging pre-built CRM accelerators designed specifically for membership organisations.
Clients
Boost member engagement rates with personalised communications based on solid member data.
The Soil Association is joining forces with nature for a better future. The Charity also joined forces with Wattle, under an ongoing partnership, to develop and support a series Umbraco CMS websites to promote multiple causes.
READ SOIL ASSOCIATION CASE STUDY
International membership organisation TRADA adopted Wattle's Membership Experience Platform, MemEx to increase online member acquisition and drive deeper member engagement. This sophisticated platform includes a website powered by Umbraco's powerful CMS, an Umbraco self-service portal, Microsoft Dynamics 365 and membership analytics and reporting.
RIBA formed an ongoing partnership with Wattle to provide support and development for its complex Sitecore CMS and bespoke .NET website estate.
Not-for-profit technology advice provider Eduserv formed a long-term managed service outsourcing partnership with Wattle to provide ongoing software development and support to its AppDev client base.
The UK Council for Psychotherapy (UKCP) is the leading organisation for psychotherapists and psychotherapeutic counsellors in the UK, supporting more than 11,000 professional members. The UKCP partnered with Wattle to discover, design and develop a new Umbraco CMS website based upon MemEx Web, part of our wider MemEx platform, and centred around an innovative and intuitive Find a Therapist tool.
The Institute of Asset Management (IAM) adopted Wattle's Membership Experience Platform, MemEx, to replace their existing ADX Studio website CMS and ageing Dynamics CRM system.
Wattle were selected as the ETF’s strategic technology partner to deliver their extensive 'Transform' digital transformation programme centred around the adoption of the MemEx platform - a single Umbraco CMS (website and membership portal) and Dynamics 365 CRM solution.
The CIArb adopted Wattle's Membership Experience Platform, MemEx, to replace their existing Telerik Sitefinity website CMS and ageing bespoke CRM database.