Membership Management

The module supports tracking members as individuals or organisations and maintain their membership details. External communications can be facilitated through our distribution lists module for mail merging or sending bulk emails through our Mailchimp integration.



The membership modules works within the external stakeholder component of the CDS CRM. It allows for tracking membership status renewal and has an export file in CSV for integration with systems such as Mailchimp for membership reminders. the system is designed to work in an integrated fashion to track members who may also be taking on other roles in your organisation as volunteers, donors, sponsors and key external advocates of your work.

Key Features

  • Member distribution lists
  • Linking members to other events in the CRM and Business Intelligence Tool
  • Notes on members and their issues can be linked to their profiles
  • Good news stories or member feedback can be linked to their entity profiles