If you’re evaluating alternatives to iMIS, Klevr Members is a Microsoft based membership management solution designed for associations, unions and membership organisations.

Built on Dynamics 365 and Microsoft Dataverse, Klevr Members supports the core capabilities organisations expect from an association management system, including membership management, renewals, events, financial management, reporting, member self service, automation and engagement.

The comparison below provides a practical overview of how Klevr Members compares to iMIS across membership, finance, reporting, integrations, portals, fundraising and technology.

 

iMIS vs Klevr Members side‑by‑side comparison

Function iMIS Klevr MembersDynamics 365 native
Membership management
  • 360° member profile & history
  • Billing, invoicing & automated renewals
  • Automated member journeys & workflows
  • Engagement tracking
  • Real-time analytics & customisable dashboards
  • Entitlements, credentials & CPD tracking
  • Built-in AI assistant
  • Chapter & committee administration
  • 360° member profile & history
  • Billing, invoicing & automated renewals
  • Automated member journeys & approval workflows
  • Engagement tracking
  • Real-time analytics & customisable dashboards (Power BI)
  • Entitlements, credentials & CPD tracking
  • Built-in Microsoft Copilot
  • Committee administration
Accounting & financial management
  • Invoicing, receivables & fee processing (can integrate with third party GL)
  • Choice of regional payment gateways (SecurePay, TNSPay, Payflow Pro, Vantiv/WorldPay, iATS, Moneris) plus a custom gateway option
  • Financial dashboards & reports
  • ERP capabilities (via Dynamics 365 Business Central)
  • Multi-entity, multi-currency ledger & fixed assets (via Business Central)
  • Invoicing, receivables & automated fee processing (via Business Central)
  • Payments via Stripe or BPAY, with further gateways available
  • Advanced financial reporting & dashboards (via Business Central)
Integrations & apps
  • iMIS Marketplace - 20+ years of partner-built connectors (Mailchimp, Zapier, financeSYNC and others)
  • Open API for custom integrations
  • Connects to Microsoft 365 via connectors, not natively
  • Native to Microsoft 365 - Outlook, SharePoint, Teams, Word, Excel
  • Native Microsoft Copilot
  • Power Automate - 1,000+ pre-built connectors (Mailchimp, DocuSign, Zoom, Eventbrite and more)
  • Patterned integration to Business Central and Dynamics 365 F&O
  • Power BI-native reporting with real-time dashboards, cross-functional reporting across membership, finance, fundraising and grants, and no proprietary reporting tools to learn
Member portal
  • RiSE website CMS plus member portal
  • Apply, renew, pay and update details online
  • Built on Umbraco CMS, with 1,200+ extensions for full custom branding
  • No-code form & survey builder, synced live with Dynamics 365 - no developer needed
  • Apply, renew, upgrade membership, update details, pay fees & event costs
  • Real-time data via Dataverse SDK - no separate sync required
  • Workflow progress visualiser for applications & approvals
  • WCAG compliant, fully responsive design
Technology & security
  • Hosted on Microsoft Cloud (Azure)
  • ISO 27001 certified
  • PCI DSS compliant
  • Hosted on Microsoft Cloud (Azure)
  • ISO 27001 certified
  • PCI DSS compliant
Events management
  • Dedicated events management module
  • Registration, scheduling & attendee management
  • Native Dynamics 365 event tools from webinars to multi-day conferences
  • Registration & attendance tracking on the same platform as CRM and finance
  • Automated CPD tracking based on event attendance
Marketing & engagement
  • Email campaigns
  • Engagement tracking
  • Email campaigns
  • Built-in campaign tools incl. Engagement tracking
  • SMS and social channel integration
  • Upgrade path to full Dynamics 365 Marketing
Fundraising & grants
  • Available as an add-on module to the core platform
  • Donor management, payments & campaigns
  • Available as add-on apps alongside Klevr Members
  • Klevr Fundraising: donor management, payments, campaigns
  • Klevr Grants: opportunity sourcing, application, assessment & monitoring
  • Same Dynamics 365 data model as Klevr Members, Klevr Fundraising and Klevr Grants, providing a single stakeholder record across membership, donations, funding programs and broader organisational engagement
Customisation & extensibility
  • Custom applications via API
  • IQA query builder - proprietary; SQL or developer skills often needed for advanced use
  • Power Platform tools (Power Apps, Power Automate)
  • Highly configurable using standard Microsoft capabilities, with customisation introduced only where business value exists
  • Familiar to any existing Dynamics 365 administrator
Support & training
  • Delivered primarily through independent implementation partners
  • iMIS user group (iUG) community
  • Implemented and supported by the organisation who designed Klevr Apps, Walkerscott. Local Australian and New Zealand support team & dedicated help desk
  • Tailored implementation training
  • Ongoing managed services

Not just another standalone membership system, but a Microsoft native option

If your organisation already works in Microsoft 365 or uses Dynamics 365 CRM or Business Central, your membership system doesn’t need to sit separately. Klevr Members is built directly on Microsoft Dataverse and Dynamics 365, meaning your team works in tools they already know such as Outlook, Teams, SharePoint, Power BI and Power Automate.

Most organisations moving from iMIS want two things:

  • Membership management
  • Financial management

Klevr Members covers both natively through Dynamics 365 and Business Central, without introducing a disconnected platform or duplicate data structures.
More importantly, it creates a single view of every relationship your organisation has with a stakeholder. The same person can be a member, donor, volunteer, sponsor, grant recipient, contractor or staff member, all on one connected Microsoft platform. Rather than managing separate records across different systems, organisations gain a complete view of engagement throughout the stakeholder lifecycle.

A guided, low‑risk migration path to a new membership CRM

Moving off a system like iMIS can feel risky, safely transitioning member records, financial history, entitlements and institutional data are critical to daily operations. Walkerscott has delivered Dynamics 365 migrations since 2011, including transitions from legacy membership systems.

Every Klevr Members implementation follows a fixed price, clearly scoped plan. Data mapping, migration and validation are defined upfront, not discovered mid-project. After go live, a dedicated hypercare period ensures issues are resolved quickly and your team isn’t left to navigate the change alone.

Klevr Members is also designed to take advantage of standard Microsoft and Dynamics 365 capabilities wherever possible. The platform is highly configurable, allowing organisations to adapt processes, forms, workflows and member experiences without extensive custom development. Customisation is only introduced where there is a clear business requirement and measurable value.

If you’re currently on iMIS, or comparing it with other options, and your organisation already uses Microsoft 365, it’s worth seeing what membership management looks like when it’s native rather than bolted on. Book a demo to see Klevr Members.

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