The Membership Portal & CRM for Managers

As the Membership Manager we get how important it is to stay in control of subscriptions and to keep your members happy, engaged and informed. Memb@CRM has all the tools to delight you and your members.

Membership Features

Member Note

Admin users can create member notes which are stored against the member record. These notes are private and cannot be seen by the member.


The admin settings area of the application is where you can configure Memba to best fit the needs of your organisation. For example, you can choose which features to enable for members and which notifications they should receive.


If enabled in admin settings, members can message other members within the safety and security of the application. Admins can send messages to individual members or an entire company or members of a smart group.

Task Management

Keep all member management tasks within the CRM and have these display on your dashboard. Tasks can be assigned by you to another admin and you can set a due date for each task. Tasks can also be viewed on the Task Calendar, so at a glance you can see what needs to be done each day.

Document management

Administrators can upload files for their members to view and download. Various file types are supported, such as Microsoft Word, Excel, PowerPoint and PDF.

Admin dashboard

The administrator dashboard can be configured to show real-time reports, including users, tasks due, upcoming event attendees, forum engagement, news and documents. Each report can be downloaded and the charts offer quick links to each data set for further analysis and action.

Lead Member

For each organisation a Lead Member can be assigned. The Lead Member can add other members of their team to Memb@CRM and receive notifications and reports on their organisational activities, such as event attendence. For more information, follow the link below to our online manual to learn about access permissions for members and administrators.

Smart Groups

Memba gives you the ability to create Smart Groups. These are ways to add members from different organisations into groups that share common interests. Use Smart Groups to send targeted messages. For more information on Smart Groups follow the link below to our online user manual.

Member Preferences

In order to provide members with a personalised experience, you can tag members with dietary preferences and assign them to specific Smart Groups, so that they see tailored content, such as news, forum discussions or receive invites to specific events.

Member Notes

Administrators can log notes against any member or company record and share these notes with other administrators. The notes are private and cannot be seen by any members.

Member Dashboard

The dashboard brings everything into clear focus for all members and admins. The main dashboard view combines news, discussions and events.

Member Reports

Memba CRM has 17 built-in reports of which nine can be displayed as charts on the administrator dashboard. The charts give you a dynamic snapshot of membership activity and cover all key aspects of member management, such as member acquisition, expiries and renewals, events, forum engagement, news, documents and more. An admin user can also request a custom report (additional paid service). For more information on reports, follow the link below to our online user manual.

Member Surveys

Our easy to use survey tool allows you to quickly create and publish a members' survey and view the results in your reports dashboard.

Member Profiles

Member profiles allow you to build out a complete picture of your members, including a bio, special interests, dietary preferences, colleagues and contact details. Up to six custom fields can be added to record information specific to your organisation.

An all-in-one website and membership portal solution that can cost less than £1 per member a year.

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Up to 10,000 Members
Event Management
Document Library
Roles & Permissions
Take Online Payments
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Member logins
Hosted & Supported
Content Management
No Upfront Costs
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