Websites, CRM & Membership

Keep your website, your CRM and your membership in step.

Build and connect websites, CRMs and membership platforms, so every contact, member and page has one up-to-date record.

Services

Website design and build Headless CMS Content migration CRM selection and configuration CRM data cleansing and migration Membership platforms Custom membership systems Renewals and recurring payments Event booking and CPD tracking Email marketing integration Member and donor portals Support and maintenance
Websites, CRM & Membership - Featured Image

A member renews online on a Sunday evening. The payment goes through and the website sends a receipt. On Monday the membership secretary exports a list from the website, imports it into the CRM and misses a row. Two weeks later the member gets a reminder saying their membership has lapsed, and replies, reasonably annoyed, with a copy of the receipt.

Organisations that run on members, donors or a sales pipeline tend to collect their tools one at a time: a website on WordPress or another content management system, a CRM such as HubSpot or Salesforce, a membership plugin, a payments provider and an email tool. Each one was bought to solve a real problem. The trouble starts in the gaps between them, where a person with a spreadsheet does the work the systems should be doing, and the same contact ends up with three slightly different records.

Most of the time the fix is smaller than a rebuild, because the tools themselves are usually fine. The work is deciding which system holds the master record for each kind of information, and then building the connections that keep the others in step with it.

So that’s where we start. We map where your contacts, members and content live today, agree which system owns what, and connect them so that a renewal, an event booking or a new enquiry updates everywhere at once. On the website side we build and rebuild sites on WordPress, sometimes headless with a Next.js front end where speed matters, and set them up so your team can publish and update pages without calling a developer. On the CRM side we configure HubSpot, Salesforce, Zoho or Microsoft Dynamics around the way your team sells or serves, and clean up the data before it moves in. For membership we work with platforms such as MemberPress and Paid Memberships Pro, and build custom membership systems when the rules around tiers, renewals, CPD or regional branches outgrow what a plugin can handle.

If you’ve outgrown a platform altogether, we’ll move you to a new one, carrying across the contacts, history and content you need and leaving behind what you don’t.

The member who renewed on Sunday should get a thank-you on Monday, and nobody should have to export anything for that to happen.