Walkerscott
Walkerscott

Microsoft Native Membership Management Software for UK Organisations

MICROSOFT PARTNER UNITED KINGDOM

Klevr Members is a modern membership management system designed for associations, professional bodies, and nonprofits that need a simple, efficient way to manage members, entitlements, renewals, events, and engagement.

Klevr Members is great for organisations wanting to move away from legacy membership management platforms, or generic CRMs adapted for membership, that make it difficult to manage tiers, benefits, approvals, renewals, and communications. Klevr Members provides a streamlined, Microsoft‑native membership management solution that brings everything together in one place.

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Transform how your organisation manages members, entitlements, and engagement

Built on the Microsoft Cloud, Klevr Members helps organisations modernise their membership operations, reduce manual workload, and deliver a better member experience through automation, self‑service, and integrated communication tools.

Fixed-Price Certainty

Clear scope, predictable delivery, and no unexpected costs. Our fixed‑price implementation packages give membership organisations full transparency over timelines and outcomes.

Go Live Faster

Launch your membership management system in weeks, not months. With Ascent, our rapid deployment framework, you benefit from secure, pre‑configured templates and best‑practice membership workflows.

Built on Microsoft Dynamics 365

Your member and contact data stays securely within your Microsoft environment, integrating seamlessly with Outlook, Teams, Power BI, and Dynamics 365.

Deep Experience with Membership Organisations

Walkerscott has delivered Microsoft solutions to associations, institutes, nonprofits, and professional bodies across the UK, Australia, New Zealand, and Southeast Asia.

Go Live in Weeks, Not Months

Experience the Ascent.

Ascent accelerates your move to a modern membership management platform. With ready made templates, guided configuration, and secure Microsoft foundations, your organisation avoids lengthy custom builds and begins realising value immediately.

Walkerscott Ascent, Dynamics 365 Rapid Deployment Framework

Klevr Members

An all-in-one membership management platform built to help organisations in the UK streamline member administration, improve member engagement, and reduce manual workload.

Benefit from features including automated workflows, flexible Member plan and entitlement management, integrated membership payments, and a self‑service member portal. Klevr Members give your team the tools to deliver a smoother, more personalised member experience. Real time dashboards provide visibility into renewals, participation, events, and financials, supporting data driven decision making across your organisation.

TOP FEATURES

  • Membership Application Management: Build application forms with drag‑and‑drop functionality and manage multiple membership types and approval workflows.
  • Flexible Plan & Entitlement Management: Easily manage tiers, benefits, entitlements, CPD/CE tracking, and member‑specific access rules.
  • Automated Renewals: Automate reminders, notifications, and renewal processing for anniversary or annual cycles.
  • Self‑Service Member Portal: Members can update details, renew online, access entitlements, register for events, and manage preferences.
  • Integrated Payments: Automate invoicing and payments with integrations to Business Central, Finance & Operations, or Xero, plus gateways like Stripe.
  • Event & Training Management: Manage events, attendance, CPD/CE points, certificates, and member participation.
  • Marketing & Communications: Use Dynamics 365 Marketing or built‑in tools to run campaigns, segment members, and send targeted communications.
  • CRM for Membership Organisations: Track interactions, communications, and engagement across members, committees, and partners.
  • Reporting & Analytics: Monitor renewals, revenue, engagement, and membership trends with embedded Power BI dashboards.
  • Microsoft Native Integration: Works seamlessly with Outlook, Teams, SharePoint, Power BI, and Dynamics 365.

Seamless Membership Management CRM migration, switch without the stress

Changing your membership management system can feel too hard, especially when your data lives across legacy platforms or generic CRMs not designed for membership.

With Klevr Members, you can transition with confidence, supported end‑to‑end by Walkerscott, the certified Microsoft Solutions Partner that built the platform.

Whether your data is simple or highly complex, our team handles integrity checks, guided configuration, and full support to ensure a smooth, secure migration.

We’ve successfully migrated organisations from systems including Wild Apricot, Odoo, Salesforce, and other legacy membership management platforms, giving UK organisations a modern, Microsoft native membership management system without disruption or downtime.

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Comprehensive Support for Your Fundraising Platform

From deployment to ongoing optimisation, we provide the full ecosystem required to protect and grow your Microsoft investment.

Dynamics 365 Managed Services

We proactively manage routine maintenance and system optimisations, ensuring your platform remains stable and aligned with your business as it grows.

Dynamics 365 Training

Our tailored programs empower your people to replace manual workarounds with automated productivity and gain confidence in new AI capabilities.

Microsoft Licensing

We ensure your investment drives measurable ROI. By auditing usage and aligning your strategy with your actual needs, ensuring you only pay for the seats your team uses.

Frequently Asked Questions about Klevr Membership Management Software

What is a good alternative to Wild Apricot or Odoo for membership management in the UK?

For organisations looking for alternatives to Wild Apricot or Odoo, consider Klevr Members, it provides a modern, Microsoft native membership management platform with automated renewals, flexible entitlements, integrated payments, and a self‑service member portal, all built directly on Dynamics 365.

During implementation, Walkerscott provides a fully guided migration process with data integrity checks, structured configuration, and dedicated support, ensuring contacts and historic members data is migrated accurately.

Can Klevr Members integrate with our finance system and payment gateways?

Absolutely. Klevr Members can integrate with ERP systems like Dynamics 365 Business Central, Finance & Operations, and common accounting platforms like Xero, and supports payment gateways such as Stripe. This allows you to automate invoicing, payments, fee processing, and financial reporting across your membership lifecycle.

Does Klevr Members software support multiple membership tiers and entitlements?

Yes. Klevr Members includes flexible plan and entitlement management, allowing you to configure multiple membership types, benefits, CPD/CE tracking, access rules, and tier‑specific entitlements. This makes it easy to adapt your membership structure as your organisation grows.