The complete fundraising solution
Empower your fundraising team with Fundraising Exchange ā providing a range of tools to maximise income efforts.
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Are you looking to improve your membership experience with a one stop membership solution? Then read onā¦does this sound familiar?

Time Consuming Administration
- Offline or paper-based donation processing
- Poor onboarding and renewal processes
- Disconnected membership and finance systems

Poor Membership Experience
- Clunky application and renewal forms
- No platform for members to access their benefits or connect with their network
- Lack of communication outside of renewal fee reminders

Lack of Data Quality
- Poor pipeline management and oversight
- Limited visibility on membership engagement or benefit usage
- No insights into opportunities for growing your membership base
Membership Exchange Features
Check out the range of features available in our membership solution below to meet the needs of membership organisations and the range of outcomes that our clients shout about.
Integrated Membership Database
Benefit from a 360 view of your members to communicate, track services delivered and identify areas to support them.
- Automate onboard and renewals
- Track membership engagement rates
- Record services and communications
- Manual or automated communication
- Increased efficiency
- Improved retention rates
- Greater data visibility
Online Membership Community
Empower your members with self-service capabilities, access to searchable knowledge, discussion groups and directories.
- Branded portal for members
- Self-service member management
- Discussion groups and directory
- Improved engagement
- Improved retention rates
- Improved customer service
Internal Departmental Efficiency
Improve business processes between sales, membership, finance and comms to streamline internal processes and customer service.
- Integration with online financial PSPs
- Integration with accounting software
- Integration with E-marketing tools
- Improved financial resilience
- Improved business intelligence
- Improved efficiency
Need a Membership implementation?
Weāve got you covered. Get connected to our in-house membership experts to start your digital transformation.




Check out what our customers say..
Full overview of our membership solution
Our Membership solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full membership experience.
Standard
Optional
Features | Included |
---|---|
Lead Management | |
Contact Management | |
Household/Account Mgmt | |
Opportunity Management | |
Activity Management | |
Communication Tools | |
Campaign Management | |
Reports and Dashboards | |
Mobile Access | |
Workflows and Approvals | |
Multi-currency/locales | |
Duplicate management | |
Online Application |
Features | Included |
---|---|
Member Management | |
Renewal Management | |
Member Helpdesk | |
Contract Automation | |
Member Community | |
Online Annual Reporting | |
Member Directory | |
Member Location Map | |
Support Tracking | |
Media Management | |
Advanced Analytics | |
Online Knowledge Area | |
Integrated E-marketing | |
Integrated Event Management | |
Integrated Financial Systems |
Thinking about streamlining your membership management process using digital solutions?
Our Partners
We work with a number of technical partners to bring our fundraising management solution to life.
Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support fundraising management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Fundraising Solution for clients.

If you require advanced knowledge management functionality we harness the power of Lighthouse KMS to be provide an enhanced self-service information, advice and guidance service for members.
Book a Digital Strategy Consultation
Book a FREE consultation with a member of our team. As part of the consultation, we will review your business priorities, technical requirements and product options to help you develop and reinforce your digital strategy.