Joining your Membership Organisation

Simple join forms through to complex application forms we can help

Member Management

If you want to streamline the process of people applying to join your organisation, we can help. We can build simple capture forms, right through to complex, multi-stage forms, which can include verification checks, and different requirements depending on their application.
 
If you have an existing CRM we can usually integrate with this seamlessly so that your existing central data is enhanced, and not replaced. Alternatively, if you have no CRM or an outdated version, we can include a CRM module as part of a solution.
  • Online Application process
  • Secure document upload and verification
  • Data verification and cleansing to ensure your data is useful
  • Integration with third party systems if required
  • Tracked communications via Email, SMS, WhatsApp and others

Streamline the collection and reconciliation of your fees

We are experts in payment processing and accounts reconciliation

Payments & Reconciliation

We can help you automate the process of payment collection, using our deep knowledge of the Direct Debit and Card payment schemes. We can enhance your internal processes by automatically issuing e-receipts, or allowing your Members to download their own historical copies.
 
If you run a modern accounting package, we can also integrate with that to fully automate income recognition, either with creating customers and invoices or bulk receipts. We also can go one step further and reconcile your bulk payment receipts from your various payment providers.
  • Streamline your Direct Debit collections
  • Secure Online card payments
  • Automated & Manual Telephone payments
  • Issue Digital Receipts by email or SMS 
  • Payment reminders and bespoke reporting

Self-serve Web Portals

Let your Members manage their membership

Membership Portals

If you want to allow your Members to self manage their Membership, for instance, upgrading to the next level, paying their Membership Fees, downloading old invoices, or simply updating their personal details - we can help.

With beautiful, responsive interfaces that can do as little or as much as you want to offer, Synergi Tech can help modernise your Members online experience, while at the same time reducing the cost of interactions.

  • Automate the receipt of membership fees
  • Provide electronic copies of all invoices
  • Customers manage their membership profile
  • Improve customer service while reducing administrative overheads

Who we work with

Don't take our word for it, take theirs.

"For CBF Storage we implemented a warehouse management solution to cater for their unique billing process" “When we moved warehouse, we asked Synergi Tech Ltd to help design a new Stock system that would be bespoke to CBF Storage. We are delighted with the new software and would say it has cut our admin time by 50%”

  • IEMA
Read the case study

Trusted by businesses of all shapes and sizes. Ready to see how we could help?

Yes, let's do it!