Is your Membership CRM holding you back?

Try our free Membership CRM health-check today.

Why complete this health-check?

MEMBERSHIP CRM HEALTH-CHECK

Spot real pain points: Look beyond daily workarounds to the bigger issues affecting time, cost, and member experience.

Make informed decisions: Ideal for membership organisations who value smart, data-led thinking — and want to improve sustainably.

Stay in control: A simple and actionable way to reflect and move forward with clarity.

Try our free Membership CRM health-check

Before you start comparing CRM platforms or drafting a requirements doc, take a moment to reflect:

Is your current system still working for you — or are there signs it’s holding you back?

This short, practical health-check helps membership teams spot gaps, reduce guesswork, and get clearer on what’s working (and what’s not).

If you tick more than five 'No' boxes, it’s likely time to start exploring your options — but only if it feels right for you.

How it works

Complete the Membership CRM health-check in the Typeform below (takes around 5+ minutes).

Over the next few days, we’ll send you a short series of useful emails — including examples, insights, and relevant next steps.

No hard sell. Just helpful, honest guidance to support your decision-making.

Ready to begin?

What your score might be telling you

If you ticked 5 or more 'No' boxes, your current system is holding you back.

Don’t worry — you’re not alone.

These challenges are common across many membership teams. The good news? We’ve helped many organisations just like yours overcome them. If you’ve got questions about your CRM or want to talk through any issues, we’re here and happy to help.

Get in touch with our friendly team today.

TRUSTED BY INNOVATIVE MEMBERSHIP ORGANISATIONS