Klevr Membership Management

avtor: Klevr Apps

Dynamics 365 app for memberships, entitlements, renewals, and member portal with Stripe payments

Klevr Members is a memberships management application designed specifically to work with Microsoft’s Cloud for Nonprofit and Dynamics 365 CRM and Finance applications, and integrates with familiar Office 365 applications.

Revolutionise your membership management processes within the Microsoft ecosystem. Klevr Members allows you to manage your organisation’s memberships with efficiency and precision. Membership management software can transform operations and enhance member engagement.

  • Account and Contact Management: Effortlessly organize and maintain member data to ensure personalized communication and seamless interaction.
  • Basic Marketing Management: Upgradeable to full D365 Marketing, including Event Management capabilities to maximize outreach and engagement.
  • Plan and Entitlement Management: Easily manage membership plans and entitlements to cater to diverse member needs.
  • Application Management: Simplify the application process for new members and streamline membership approval workflows.
  • Assessment Management: Assess member progress or qualifications with ease, facilitating informed decision-making.
  • Approval Management: Streamline approval processes to ensure swift and efficient handling of membership requests.
  • Renewal Management: Stay on top of membership renewals with automated reminders and hassle-free renewal processes.
  • Member Notifications: Keep members informed and engaged with timely notifications and updates.
  • Finance Management: Invoices and Payments.

Klevr Members also includes membership management self-serve online portal functionality with the ability to securely process membership fees and payments online for enhanced convenience.

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