The CRM that runs membership smarter
MemEx CRM brings members, subscriptions, applications, CPD, events, governance and finance together in a membership CRM built on Microsoft Dynamics 365 and Dataverse.
MemEx CRM starts with proven membership capability already in place, then configures it around your organisation - giving you the flexibility of Dynamics 365 without starting from a blank CRM.
Frequently asked
MemEx CRM is Wattle’s membership CRM for membership organisations. It brings together members, organisations, applications, subscriptions, CPD, events, finance, governance and more in one connected system.
MemEx CRM is delivered as a model-driven Power App built on Microsoft Dataverse and the Power Platform. It extends native Dynamics 365 capabilities with configurable Membership Accelerators for membership, events, education, finance and marketing.
You’re not starting with a blank CRM. MemEx CRM already includes proven membership functionality, which is then configured around your organisation, rules and processes. That means less bespoke development, faster implementation and a platform that can continue to evolve with Microsoft technology.
What it manages
Membership operations
Grade, history, CPD position, renewals, payments and everything attached to a member, in one record.
Configured for your grade structure. Transfers, upgrades, downgrades and lapse rules run against your rules, not a generic model.
Committee membership, roles, terms, and the decisions taken under each committee.
Members assigned to branches or regions, with levy schedules that differ by branch.
Individual and organisational membership, employer relationships and company records pulled from Companies House.
Candidate records, session management, result recording and award against configured rules.
Goal periods, activity recording, evidence and qualification status against the rules you set.
Event management, delegate records, session bookings and waiting lists.
Invoices, payments, refunds, direct debit mandates and payment plans — all against the member record.
Award management
How you award, configured to your rules
MemEx CRM manages the award process from application through to post-nominal — configured to the evidence requirements, the committee workflow and the result outcomes of your own scheme.
The application arrives from the website with its evidence already attached. The assessors review it in the CRM. The committee confirms it. The award records against the member, and the post-nominal appears in the portal and the directory.
Configuring a new grade does not require a development project.
CPD
CPD cycles against the rules you set
CPD cycles run against the rules you set — goal periods, minimum hours by category, carry-forward rules and exemptions. Members record against them in the portal. You see where the cohort is and who is at risk before the deadline.
The CPD position sits on the member record, so your staff do not have to go to a different system to see where a member stands.
Data ownership
In your own Microsoft tenant
MemEx CRM runs on Microsoft Dataverse in your own Microsoft tenant. Your membership data remains in your environment, under your Microsoft agreement and supported by Microsoft’s security and compliance infrastructure.
Wattle have been fantastic to work with on our MemEx CRM project. Their team have demonstrated strong technical expertise, a friendly, approachable and collaborative attitude, and a thorough understanding of the potential of Dynamics 365. We’re delighted with the results and wouldn’t hesitate to recommend them.
See MemEx CRM live
Book a demo and we’ll show you how MemEx CRM handles the membership processes that matter to your organisation.