Simplifying Membership & Partner Management with a CRMJetty Dynamics 365 Portal for CIMSPA
Executive Summary
CIMSPA, the professional body for the UK’s sport and physical activity sector, needed a more efficient system for managing memberships and partner onboarding. Their existing portal had multiple entry points, such as the public portal, admin invitations, and QR codes. But they lacked a unified system, causing delays and errors in lead tracking, membership approvals, and role management. Admins struggled to monitor applications, payments, and compliance documents, while users had limited visibility into their status. To solve this, we created a CRM-integrated portal using Dynamics, which streamlined registration, automated workflows, and integrated payments. It also allowed flexible role management and multi-organization support. As a result, CIMSPA now benefits from improved efficiency, better transparency, and seamless payments, offering greater control over the membership process.
Project Highlights
- Streamlined registration through forms, invitations, and QR codes, all connected to CRM for centralized tracking.
- Leads gained automatic access to the application process, linked to CRM for smooth tracking.
- Multi-step process with conditional logic, adjusting requirements based on membership type (trainers, managers, students).
- Seamless payments through GoCardless (direct debit) and Stripe (card payments) for easy renewals and rejoin functionality.
- Users could toggle between Member and Partner views with multi-organization support for separate dashboards and permissions.
- Members and partners could manage profiles, track applications, and handle payments and compliance documents.
