CRM for Trade Associations

We are experts in helping associations increase operational efficiency and boost member engagement using bespoke solutions built on the Microsoft Cloud.

Specialised Tech for Trade Associations

Using Microsoft Dynamics 365 CRM and the Power Platform, we provide agile solutions that will adapt to your unique needs, ensuring ease of use and scalability.

Proud partners of leading organisations including the Airport Operators Association and British Marine, we’ve helped associations grow stronger relationships, automate critical workflows, and unlock data-driven insights.

Choose ServerSys for solutions that will empower your team to accomplish more.

Our Solutions for Trade Associations

Membership CRM Management

Streamline membership management with automated renewals and tiered subscriptions. 

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Tailoring Communications

Boost member engagement with an integrated web portal and personalised communications powered by CRM data.  

Actionable Analytics

Make informed, strategic decisions and uncover opportunities with accessible analytics, translating complex data into actionable insights. 

Optimise Commercial Operations

Increase transparency and member acquisition with streamlined revenue and deal-tracking, all in one place. 

Comprehensive Event Management

Elevate your events with seamless planning and efficiency management tools from start to finish. 

Member Training and Education

Facilitate your members’ career advancement with easy-to-navigate CPD and access to essential learning resources, directly enhancing their engagement and value.

The ServerSys advantage

Highly experienced consultants who will help you achieve in weeks what others may take months to accomplish.

Ongoing support to transfer knowledge.

Customised solutions to fit your unique needs, developed through a consultative, customer-centric approach.

Transparent communications and a collaborative approach with a commitment to long-lasting partnership.

Rapid timelines with the aim of delivering quick wins.

Proficient problem solvers committed to helping you maximise Dynamics 365 and Power Platform capabilities.

Get Started Today

Let’s start a conversation to explore how our bespoke solutions can help your organisation grow and boost community engagement. We offer three easy ways to get in touch.

Call us now on 0203 884 3804

Email hello@serversys.com

Complete the contact form below, and we’ll follow up shortly.