Association CRM: Members, Organisations, Renewals and Engagement

An association CRM is the member database everything else depends on: who is a member, at what tier, through which organisation, when they renew and how engaged they are. Describe your association to Mythex and it builds the CRM on a real database with staff roles, renewal tracking and the lists you need before each board meeting.

Who it's for

Associations running from a member spreadsheet, an email tool and an events platform that never agree, where nobody can say on a Tuesday afternoon how this year's renewals compare with last year's.

What you can build

Individual members linked to their organisation
Organisational memberships with named individuals
Tier, join date, renewal date and payment status
Events attended and resources downloaded
Volunteer and committee roles
A list of members at risk of lapsing

People and organisations

Members are people, but many join through or are paid for by an employer. Store individuals and organisations separately and link them, so you can see every member at a company, move a person when they change jobs without losing their history, and invoice organisational memberships for their named individuals. Record the tier on the membership, not the person, since one person may hold different tiers over the years.

People linked to organisations
History kept on job moves
Tier on the membership record

Engagement predicts renewal

Members who have attended nothing, downloaded nothing and opened nothing in months are the likeliest to lapse. Track events attended, courses completed and resources downloaded on each record, and produce a list of low-engagement members three months before renewal. A personal invitation to something relevant to them changes more renewals than another reminder email.

Renewals against last year

Compare renewals week by week with the same point last year. The board meeting question, 'are we on track?', is answered with one chart, while there is still time to chase. Break it down by tier and region to see where the drop is.

Week-by-week comparison
By tier and region
Unpaid renewals list for chasing

Volunteers and committees

Record committee and volunteer roles with start and end dates. It helps with succession, thanks volunteers properly at the AGM, and controls who sees which committee documents in the portal.

A prompt to start from

Make a CRM for my membership association. People and organisations are separate and linked; organisational memberships list named individuals. Each membership has tier, join date, renewal date and payment status. Track events attended, courses completed and resources downloaded, plus committee roles with dates. Show renewals week by week against last year by tier and region, and list members with no engagement in 6 months who renew in the next 3.

Questions

Can it handle organisational memberships?

Yes. An organisation holds the membership and lists named individuals, each with their own record and login.

Can I compare renewals with last year?

Yes. Ask for a week-by-week renewal chart against the same week last year, broken down by tier.

Can I import our member spreadsheet?

Yes. Export to CSV and ask Mythex for an import that links people to organisations. Clean duplicates first.

Do I need technical skills?

No. Describe your tiers and rules and Mythex builds the CRM.

How much does it cost?

The Free plan needs no card and gives daily credits. Pro is $25/month and adds a custom domain, code editing and export.

Templates to start from

Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
Account Health Dashboard Template — Renewal view with risk scores
Trade Publication Template — Research reports, jobs, memberships
CRM Dashboard Template — Contacts, pipeline, and deal tracking