Book your demonstration
Our 30 minute demonstrations take place either online or in person. The demo is not a hard sell and there’s no obligation to buy.
The solutions we provide are built around the needs of the individual organisation, so no two systems are exactly the same. A demo is a good time to ask us questions and tell us what you’d need your system to do.
The information you provide here will only be used to arrange your demonstration, unless you choose to opt in to receive our update emails. You can view our privacy policy here.
Book an online demo
Transforming your relationship with your members
Dynamics 365 Institutes is a next generation Cloud CRM designed specifically for member management and engagement.
Specifically for Institutes
As well as the comprehensive features you’d expect from a Microsoft Dynamics 365 CRM, our solution is built specifically for Institutes running educational programmes; tracking alumni, running events; as well as member engagement and marketing activities.
Built for you
Our solution is adapted to serve the needs of your organisation, so you can choose which features are most important to you – simply tell us what you need.
Key features:
- Self-service member portal – customised to match your branding
- Digital marketing suite – integration with Mailchimp, Click Dimensions etc
- Integration with financial systems such as Sage for online payments
- Subscriptions & bursaries management
- Education and training course management with live availability
- Funding bids and requests management
- Customer research tool
Self service member portal
The online portal is designed to allow members to access and submit information with ease, linking directly back to your database. Examples:
- Downloading & submitting assignments
- Updating their contact details
- Responding to surveys
- Signing up to events
Everything feeds back to CRM, ensuring your records are always up to date; and your members feel empowered and engaged.
Key benefits
Pre-configured for Institutes
Gives you a complete 360 view of each stakeholder
Easily integrates with existing software and MIS systems
Cloud based – fully futureproof with automatic system updates
System customisation on your terms
Training and helpdesk support included
We have a long history successfully working with education and membership organisations. Our customers include the Institute of Masters of Wine, and the British Film Institute Film Academy as well as many colleges and universities across the UK
