A complete picture
Find contact details, conversations and the history of your relationships.
CRM for nonprofits and organizations
More time for your mission. Less time on administration.
Bring your members, donors and partners together in Membri. Simplify follow-ups and coordinate your activities within the Microsoft 365 ecosystem.
Move your mission forward with better management
Scattered files, manual follow-ups and hard-to-find information: your team deserves a simpler way to work.
Fewer repetitive tasks
Simplify renewals, invoicing and reminders.
Better-informed decisions
Track activities and revenue with useful indicators.
Features for your day-to-day work
A shared foundation, with optional features to suit your organization’s needs.
Targeted communications
Send your messages to the right groups of contacts.
Mass mailings · optional →
Donors and contributions
Nurture the relationships that support your mission
A donation is also a relationship to nurture. Centralize donor information and contribution tracking to make your team’s work easier and maintain a clear view of your fundraising.
Your CRM, within the Microsoft environment
Membri is built on Power Apps and the Microsoft 365 ecosystem to connect your organization’s management with its everyday tools.
Your move to Membri, step by step
From preparing your data to getting started, we plan implementation with your team based on your needs and the project scope.
Prepare your project
We clarify your priorities, processes and the information to migrate so we can define a configuration suited to your organization.
Configure Membri and migrate your data
We prepare the configuration and data import included in your project, then validate essential information and processes with you.
Train your team
Training sessions and the Membri documentation help your users get started with the solution and carry out their day-to-day work.
Support you after launch
Our team answers your questions and helps you develop your use of the solution, according to the agreed support arrangements.
The timeline and support arrangements are defined according to the agreed scope.
Your questions about CRM for nonprofits
Is Membri suitable for an organization without paying members?
An organization’s needs go beyond memberships. Membri can centralize contacts, partners and activities. A demonstration helps identify the features and configuration that suit the way you work.
Can we manage members and donors in the same CRM?
Membri offers member and donation management. Contact categories and follow-ups can be organized around your organization’s needs.
Which features are optional?
Mass mailings and the member portal are among the optional features. Our team can help identify the modules that meet your needs.
Can we migrate our existing data?
Yes. Data migration can include your contacts, companies and membership information. Billing and event history can also be considered according to your needs. The data to import and the validation work are defined in the project scope.
How is Membri implemented?
We start by clarifying your needs and processes. The project then includes configuration, the data migration included in the scope, validation and training. The steps and responsibilities are defined with your team.
How are our users trained?
Training sessions and the Membri documentation help users get started with the solution. Your team has resources to guide its day-to-day work. Training and support arrangements are defined with you.
How long does implementation take?
The timeline depends on factors such as the modules selected, the condition of your data, any adaptations required and your team’s availability. A schedule is established with you during project planning.