NGO

We are unusual – an almost 400-year-old organisation with very modern membership management requirements. Our tiny team needs to handle a heavy administrative workload efficiently whilst providing high standards of personal service.

We previously used a combination of spreadsheets, a WordPress-based website, forms software, and event booking software with accounting systems running alongside it, taking hours of administrative effort. We were looking for a CRM system that would bring all of this together and link seamlessly.

Our system needs to be able to handle the whole lifetime of a member, from an expression of interest, moving through various stages of application and approval to our most senior Board-level appointments and of course, suspension and cancellation of memberships.

Our members can update their own data and control what is available for others to see; for security and GDPR purposes there is an inbuilt log showing whenever data is changed, who made the change, and when.

Optimiser powers our online applications for charity grants and research medals and collects information when we are recruiting. We use it to manage around 30 different events each year, from online meetings and small groups of 10 to dinners for 240 people.

Optimiser enables us to collect payments for membership renewal, event bookings and shop purchases much more easily than before, through integration with third-party payment platforms.

Optimiser was recommended to us and we have been very happy with our choice. The team worked hard to understand our complex requirements and continue to work alongside us on new developments, as our offering adapts and develops.

The result is bespoke functionality that simply is not available in the same format anywhere else, with support from the team whenever we need it.