Evo 365 membership allows you to effectively manage your members, payments and renewals, giving you the tools and intelligence to analysis, engage and retain.
Evo 365 Membership
Dynamics 365 membership management software
Accelerate your members with Evo 365 Membership
Evo 365 for Membership gives membership organisations the features and functionality they need within Dynamics 365 to improve membership management, engagement and retention. As well as benefitting from the features within Dynamics 365, organisations can manage different types of memberships, automate Direct Debit processing and analyse sign-up trends and campaign success.
Using Evo 365 Membership gives your team the tools they need to engage, retain and grow your member base.
Demo
Book a demo
Discover how Evo 365 Membership can help your organisation and see it in action with a demo.
Evo 365 Membership Features
Membership management
The flexible product base allows you to manage various memberships (such as individual, multiple or sponsored memberships) or even licensing, subscriptions or any other form of recurring revenue.
Membership insights & analytics
Understand how your members join by linking membership records to originating campaigns and communications, allowing you to analyse sign-up trends and marketing ROI so that future investment is put into the most effective methods.
Payment processing & Direct Debits
Streamline payment processing through automated Direct Debits, which create and update mandates and payments within Evo 365 and automatically reports status changes and cancellations from banks, saving time and streamlining payments.
Process automation
Enable pre-built workflows to send communications, such as renewal reminders or anniversary messages to reduce administrative tasks and lead to increased membership personalisation, retention and loyalty.
Income management
Easily track and manage income and payments generated from different payment sources to give enhanced reporting and insights into revenue.
Self-service portal
Our self-service portal can be integrated with your website CMS and branded so that members can view and manage their membership: including personal details, communication preferences for GDPR and renewals.
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Membership management
The flexible product base allows you to manage various memberships (such as individual, multiple or sponsored memberships) or even licensing, subscriptions or any other form of recurring revenue.
-
Membership insights & analytics
Understand how your members join by linking membership records to originating campaigns and communications, allowing you to analyse sign-up trends and marketing ROI so that future investment is put into the most effective methods.
-
Payment processing & Direct Debits
Streamline payment processing through automated Direct Debits, which create and update mandates and payments within Evo 365 and automatically reports status changes and cancellations from banks, saving time and streamlining payments.
-
Process automation
Enable pre-built workflows to send communications, such as renewal reminders or anniversary messages to reduce administrative tasks and lead to increased membership personalisation, retention and loyalty.
-
Income management
Easily track and manage income and payments generated from different payment sources to give enhanced reporting and insights into revenue.
-
Self-service portal
Our self-service portal can be integrated with your website CMS and branded so that members can view and manage their membership: including personal details, communication preferences for GDPR and renewals.
Accreditations
Committed to the highest standards
Workshop
Free Dynamics 365 Workshop
We offer free Microsoft Dynamics 365 workshops, designed to help you learn more about Microsoft Dynamics 365 and the possibilities for your organisation.
