Membership management software that integrates with Dynamics 365 & Microsoft ecosystem
KLEVR APPS
Simplify membership management with our powerful Dynamics 365 add-on application
Klevr Members is a comprehensive membership management solution made for Australian organisations. It streamlines membership processes with automated workflows for approvals, entitlements and renewals, and offers built-in marketing, event management and online portal features.
Choose a membership management solution that has seamless integration with the Microsoft tools you already use. Klevr Members is available via Microsoft’s marketplace AppSource or you can contact us today for a demo.
Klevr Members is an intuitive membership management solution trusted by Australian organisations and associations.
Developed by a certified Australian Microsoft Solutions Partner and designed through direct consultation with membership organisations. Our Microsoft cloud-based membership management solution addresses the specific needs of organisations seeking a user-friendly solution that integrates seamlessly with their existing Dynamics 365 CRM or Dynamics 365 finance systems (like Business Central).
BENEFITS
Choose a membership management solution backed by the enterprise-grade security and reliability of the Microsoft Cloud.
Centralise Your Member Data
No more juggling multiple spreadsheets to manage member information. With all your data in one place, you can easily track updates, renewals, and communications, saving time, and reducing errors.
Automate Your Workflow
Say goodbye to repetitive manual tasks like member registrations, renewals, and payments. By automating these processes, you can focus on higher-value activities and eliminate the risk of missed deadlines or errors.
Seamless Integration Across Platforms
Forget the hassle of importing and exporting data between your CRM and marketing platform. Our solution integrates everything in one place, allowing you to launch campaigns and manage events without the double data entry.
Financial Management
Automate invoicing, payments, and fee processing with integrated payment gateways like Stripe and integration to Finance systems like Xero and Dynamics 365. Ensure financial transparency with easy-to-access reports, helping you stay on top of all financial transactions related to memberships.
Adapt to Member Needs Easily
No more struggling with different membership tiers across various platforms. With flexible plan and entitlement management, you can effortlessly update member benefits and ensure every tier is catered to, without the extra administrative burden.
Work Seamlessly Within the Microsoft Ecosystem
Stop switching between disconnected platforms to get your work done. Our solution integrates smoothly with Dynamics 365, Office 365, Copilot, Teams, Sharepoint and Power BI, helping you streamline operations and stay productive without wasting time jumping between tools.
Self-serve online portal puts control in your members’ hands.
Members can easily apply, renew, or upgrade their memberships themselves
Members can update their own contact details and preferences
Members can pay for fees and events online through the portal
Members can submit valuable feedback through surveys via the portal
KLEVR MEMBERS FEATURES
Seamless integration of core tools and processes, delivering a unified, end-to-end solution for managing every stage of the member lifecycle, from onboarding to renewals and engagement.
- Self-Service Member Portal: Empower members to update personal information, renew memberships, and access resources independently through an intuitive self-service portal, reducing administrative workload and enhancing member satisfaction.
- Seamless Microsoft Cloud Integration: Fully integrate with Microsoft Cloud and Dynamics 365 applications, ensuring a cohesive experience with tools like Office 365, Power BI, Sharepoint, Teams and Copilot. Leverage the power of the Microsoft ecosystem for increased efficiency and collaboration.
- Reporting & Analytics: Gain actionable insights into member activity, engagement, and financial performance with in-depth reporting and analytics. Use this data to make informed, strategic decisions to drive membership growth and retention.
- Account & Contact Management: Effortlessly organize and maintain member data, ensuring accurate and personalized communication with your members. Streamline interactions and easily access member information from a single, organized database.
- Flexible Plan & Entitlement Management: Easily manage multiple membership tiers and entitlements to accommodate the diverse needs of your members, ensuring each member receives tailored benefits based on their plan.
- Simplified Application & Approval Processes: Streamline new member applications and approvals with automated workflows, reducing manual processing and speeding up onboarding. Make the process smooth and hassle-free for both members and administrators.
- Automated Renewals & Notifications: Stay ahead of membership renewals with automated reminders and notifications, ensuring timely renewals while keeping members engaged with real-time updates and communications.
- Marketing & Event Management: Upgrade to full Dynamics 365 Marketing for advanced campaign management, or use built-in tools for targeted email campaigns and event organisation. Easily track attendance and manage events to boost member participation.
- Financial Management: Automate invoicing, payments, and fee processing with integrated payment gateways like Stripe or Xero. Ensure financial transparency with easy-to-access reports, helping you stay on top of all financial transactions related to memberships.
- Mobile Access: Access and manage your membership system on-the-go with mobile access, ensuring both administrators and members can interact with the platform from anywhere.
- Customisable Dashboards: Give administrators the ability to customise dashboards and monitor key metrics, allowing for better oversight of membership trends, renewals, and financial performance.
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INTEGRATION
Klevr Members integrates with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
Streamline and automate your membership management with tailored workflows. Here is an example membership workflow.
Acquire
Build and manage marketing lists, launch personalised campaigns, and run events seamlessly through Dynamics 365 Marketing. Engage prospects through your portal, track interactions, and convert interest into memberships.
Apply
Provide a user-friendly online application process with customisable forms using an intuitive form builder. Offer secure payment options, ensuring a smooth onboarding experience for new members.
Assess
Enable both internal and external assessors to review applications, set up criteria for evaluation, manage conflicts of interest, and request additional information where necessary to ensure a thorough assessment.
Approve
Simplify the approval process with automated workflows. Send applications for review, enable multi-stage approvals, and notify all stakeholders involved in the decision-making process, speeding up member approvals.
Engage
Enhance member engagement through personalised communication, event invitations, and member-exclusive content. Track member participation and preferences to offer relevant opportunities and foster long-term relationships.
Renew
Automate renewals with flexible options for both anniversary or annual dates. Set up reminders, offer easy online payment, and provide options for different membership levels, keeping the renewal process efficient and member-friendly.