Membership Management Software

Our email integration module enables you to contact large numbers of potential members at once. It collects statistics on all responses to allow for more detailed results reporting.

Source codes track all campaign responses and are available throughout the system to allow measurement and analysis of costs, response rates, financial returns and return on investment ratios.

The analysis of information related to member recruitment is crucial. Reviewing and fine-tuning progressive campaigns makes it easier to boost new member response rates.

Having a central data repository makes recruitment analysis simpler, and staff are able to easily find data in one central area rather than having to search through multiple systems.

Offering everyone in your team one complete, real-time view of performance figures allows you to measure progress and get the maximum value from your efforts.

The Cloud Engage portal enables you to build a catalogue of events and courses to inform and interest your members, and allows them to book and pay for events online.

Cloud Engage helps you manage a wider range of occasions like special events, challenges, dinners or awards to aid revenue streams and boost member participation.

Simple functionality within this system will make communications more relevant by allowing you to segment your contacts into marketing lists based on member persona preferences.

Use our workflows to manage standard communications such as renewals and reminders, results notifications, event bookings or email acknowledgements.

During the creation of direct debits, integration with AFD Bankfinder validates the sort code / account number combination and required bank details are automatically populated.

VAT and finance codes (including cost centres, revenue codes and other analysis codes) allow simple integration with finance solutions, posting revenue directly into the system.

Sales Ledger accounts include the ability to create and manage credit accounts within the system, including tracking invoices, credits, payments and allocations for a detailed view.

Specify P&L accounts for revenue accounts along with cost centres for further analysis. Integration allows you to import standard reports directly into your Nominal Ledger.

Required training for Cloud Engage is minimal. You’ll have on-demand access to our recorded training sessions and its intuitive, modern interface makes it easy to navigate and understand.

Cloud Engage offers total mobility to meet the needs of a flexible workforce. Users can access the system through any web-enabled device to extract or input data whenever required.

Cloud Engage allows you to manage all aspects of both individual and company memberships easily and smoothly.

The various membership pricing schemes used by professional and trade federation organisations can be smoothly accommodated and simplified by using our rate modifier feature.

Our integrated case management feature offers step-by-step guidance through processes like disciplinary procedures or professional progression which involve many stakeholders.

Personal data can be stored in the Data Protection tab as Opt-in or Opt-out, by contact channel preference and with both ‘obtained’ and ‘valid to’ dates.

To ensure data integrity, when creating new people and organisations within Cloud Engage, the system will check whether potential duplicates already exist based on a wide range of criteria.

Cloud Engage meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches.