Membership organisations

Membership organisations

Membership organisations

Serve members across their whole journey - joining, renewing, engaging, and growing - on one platform.

Serve members across their whole journey - joining, renewing, engaging, and growing - on one platform.

Members in mid-conversation while networking at a professional event, framed by foliage in warm indoor light

WHAT WE HEAR

What we hear

What we hear

“Renewals depend on one person remembering to chase.”

“Members ask questions our own systems cannot answer.”

“Our membership platform is ageing and the switching costs feel enormous.”

HOW WE HELP

What we build for membership organisations

Joining and onboarding: journeys that convert interest into belonging.

Renewals that run themselves: the right nudge at the right moment.

Member portals: self-service, events and community in one secure place.

One member view: membership, events, learning and engagement together.

PATTERN DEEP DIVE

Membership that renews itself - and a safe path off legacy systems

Membership that renews itself - and a safe path off legacy systems

Membership organisations live and die by renewals, engagement and member experience - often on complex data and ageing systems with high switching costs. We modernise all three on Salesforce, with a composable architecture that fits how your organisation actually works.

BSAVA is our reference in this pattern. The results speak plainly: Reach connects thousands of families of children with upper limb differences so no one feels alone, and Ireland Active reclaimed 90 days of administration time a year through smarter systems.

And if you are weighing a move off a legacy association management system such as Fonteva, the honest answer is the same as for any migration: it rewards planning. We assess your data, integrations and member journeys, define the outcomes the new platform must serve, and phase the move so members never feel the seams.

Membership organisations live and die by renewals, engagement and member experience - often on complex data and ageing systems with high switching costs. We modernise all three on Salesforce, with a composable architecture that fits how your organisation actually works.

BSAVA is our reference in this pattern. The results speak plainly: Reach connects thousands of families of children with upper limb differences so no one feels alone, and Ireland Active reclaimed 90 days of administration time a year through smarter systems.

And if you are weighing a move off a legacy association management system such as Fonteva, the honest answer is the same as for any migration: it rewards planning. We assess your data, integrations and member journeys, define the outcomes the new platform must serve, and phase the move so members never feel the seams.

What Artificial Intelligence is already doing

Renewals, onboarding and member service are the highest-volume work in a membership body - and the most automatable.

Supporter marketing

Renewals at scale

Timely, personalised renewal journeys that never miss a member.

Case management

Member onboarding

Guide every new member through joining, benefits and first steps.

Fundraising operations

Member services, deflected

Routine queries answered instantly, so your team handles the complex ones.

High-touch fundraising

Donor and member self-service

Salesforce’s prebuilt agent for supporters updating their own details and gifts is in beta.

Service desk

Order and event queries

Publications, tickets and bookings answered without a queue.

High-touch fundraising

Member intelligence

Surface renewal risk and engagement opportunity across combined member and supporter data.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

What Artificial Intelligence is already doing

Renewals, onboarding and member service are the highest-volume work in a membership body - and the most automatable.

Supporter marketing

Renewals at scale

Timely, personalised renewal journeys that never miss a member.

Case management

Member onboarding

Guide every new member through joining, benefits and first steps.

Fundraising operations

Member services, deflected

Routine queries answered instantly, so your team handles the complex ones.

High-touch fundraising

Donor and member self-service

Salesforce’s prebuilt agent for supporters updating their own details and gifts is in beta.

Service desk

Order and event queries

Publications, tickets and bookings answered without a queue.

High-touch fundraising

Member intelligence

Surface renewal risk and engagement opportunity across combined member and supporter data.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

What Artificial Intelligence is already doing

Renewals, onboarding and member service are the highest-volume work in a membership body - and the most automatable.

Supporter marketing

Renewals at scale

Timely, personalised renewal journeys that never miss a member.

Case management

Member onboarding

Guide every new member through joining, benefits and first steps.

Fundraising operations

Member services, deflected

Routine queries answered instantly, so your team handles the complex ones.

High-touch fundraising

Donor and member self-service

Salesforce’s prebuilt agent for supporters updating their own details and gifts is in beta.

Service desk

Order and event queries

Publications, tickets and bookings answered without a queue.

High-touch fundraising

Member intelligence

Surface renewal risk and engagement opportunity across combined member and supporter data.

Every Discovery and Planning engagement includes an Artificial Intelligence use-case mapping session - a shortlist of candidate agents scored by value and data readiness.

QUESTIONS

Membership organisations ask us

Membership organisations ask us

Do you migrate organisations off Fonteva?

Can Salesforce handle a complex membership model?

What happens to our events, learning and publishing systems?

Ready to see what this looks like for your organisation?

Ready to see what this looks like for your organisation?

Ready to see what this looks like for your organisation?