We provide a complete membership management system that meets all your membership management needs, across all departments. We combine our own functionality-rich core CRM with Websites and Digital Services to deliver operational efficiencies for you. We enable engagement and self-service for your members, through member portals and online communities.
Enable self-service and personalised content to improve service and engagement
Creativity and usability combine to give an excellent online experience
Giving you a greater influence over your membership CRM and its development path.
Offering you the option to invest in a single supplier for membership CRM, portals, website, and communities.
Allowing you to easily integrate our systems and share data with your other key best-of-breed systems and application.
Giving you control and self-sufficiency in implementing new, and changing existing, features.
Enabling you to support and improve engagement with your members.
Reducing your administration overheads and driving internal efficiencies.
Helping drive up your digital engagement and prevent data silos
Reducing risk and delivering a more cost-effective way to manage major change projects.
All the CRM and digital tools you need to provide a fully integrated experience
Our open systems allow you to easily integrate and share data with your other key best-of-breed applications to give a holistic insight into your operations and membership. These are just some of the many third-party applications we integrate with.
accounts package integration
API integration with other productivity tools
events & communications integration
e-learning integration
bulk email integration
website & CMS integration
We are proud to have partnerships with the following key players in the technology and membership sector
Delivering artificial intelligence (AI) based solution for data and member insight.
Making it easy to collect one-off and recurring payments directly from your member’s bank accounts.
Supporting learning and best practice in the membership sector.
Application hosting services.
Direct debit collection services, advice and consultancy.
AI solutions for intelligent search and reporting capabilities.
oomi CRM has the widest range of modules specifically designed around the requirements of the membership and NFP sector. They deliver powerful functionality and can be tailored and configured to meet your organisation’s exact needs.
Our web-based modular CRM also gives you the flexibility to make changes that will adapt the system as your and your members’ needs change – without the associated costs.
oomi CRM is cloud-based, so it is available anytime, anywhere and on any device. Whether it’s front line staff talking to users on the phone or management reviewing essential reports, your staff will have access to full and accurate information at all times, from one database, on your dashboard.
It’s essential that your website delivers an engaging and connected experience for your current and prospective members.
Our Websites and Digital Services team focuses on the delivery, design and development of client websites and membership portals.
We provide a comprehensive range of services to ensure you have a modern, compliant, accessible, engaging and functional website and members portal that supports member self-service, and integrates fully with your CRM.
We can build you a new website or integrate with your existing website to deliver an engaging and connected experience for your customers, members, volunteers, and employees.
You can rely on our user-experience (UX) and design skills, combined with our sector knowledge, to provide your member’s an easy and enjoyable online experience.
We can ensure you support all the key activities and transactions that your members want online, and remove the administration burden of sharing and syncing data between your membership CRM and web content management system (CMS).
Having a single supplier for CRM and CMS can help simplify management and reduce costs and errors.
We have experts who specialise in UI/UX, CMS development, project management, and CRM integration.
oomi digital services team were very helpful and proactive from the start. We can now confidently modify and update content as well as layouts on the website and there is so much less risk of things going wrong.
Jessica Parker Associate Director of Membership Services,
Wine & Spirit Trade Association
We provide a robust and versatile online communities platform that empowers both you and your members. It’s the perfect arena where engagement, sharing, debate, and discussion can flourish within a safe, secure and meticulously controlled environment.
Communities are more than just discussion hubs; they’re invaluable sources of insight. By providing your members with a platform to interact, you gain unparalleled access to their interests, concerns, and the topics that drive their agenda. This deep understanding equips you to make informed decisions, tailor your services, and proactively address the evolving needs of your members and communities.
Our communities platform offers an innovative approach to support specific groups within your organisation. It gives you the flexibility to cater to diverse member needs. These groups can encompass a wide array of categories, including special interest groups, sector-specific members, committees, working groups, special project teams, or even event delegates.
Facilitating member interaction through communities isn’t just a feature; it’s a strategic advantage. It adds tremendous value to your organisation’s offering and plays a pivotal role in member retention. When your members have a dedicated space to engage, they’re less inclined to seek out other communities or resort to public social media platforms. oomi empowers you to create a sense of belonging and exclusivity, making your organisation the go-to destination for like-minded individuals.
At oomi we believe that user training is an essential part of our service to customers, ensuring that their investment in technology continues to deliver the best value. After initial training, refresher sessions and onboarding for new staff is available, to keep users up-to-date on new features and best working practices, and to ensure processes and data integrity are maintained.
Training is provided in-person as standard by our Head of Training, in order to maintain quality, and is tailored to your organisation’s unique requirements. Sessions are interactive and engaging to help learners to retain knowledge, and feedback on our training is consistently positive.
The training was incredibly valuable. The sessions were clear, practical, and tailored to how we actually work day‑to‑day. We left the training feeling informed and ready to make full use of the platform’s capabilities.
Samantha Marsh Head of Events,
British Educational Suppliers Association
It can take a few weeks, or a few months, and varies due to many factors. These include the current state of your data, the level of process change that the new system is supporting, the amount of integration required, and the number and types of functional modules you need. A key factor determining implementation time is the resources that are available from your organisation to work with us on the project. As our system is modular, any implementation can be phased, focusing on priority elements first and breaking down the project to manageable milestones. We work with you to create a clear timetabled and resourced plan for implementation, with key milestones set.
We are not the cheapest, but we do deliver great ROI for organisations, ranging in size of 3 staff to over 100 staff. Expect an initial investment for start up and then a rolling subscription fee. Pricing is reliant on so many dependencies, relating to your size, the range of your activities, other systems you wish to integrate with, and the state of your data. Why not talk to us and we can give guide pricing for your current situation? Or download our guide.
oomi is an independent company, and has been for 30 years. We use our own technology and IPR. This means we’re not reliant on third party platforms or held hostage to their fees or developments. And we do not have to answer to a larger corporate owner, which can cause conflicting priorities. This ensures we are closer to our customers, and put their needs first. Our active User Group ensures that your voice is heard, and acted upon, when we are planning improvement and developments. Many of the challenges associated with membership systems are linked to a dependency on the vendor when looking to make changes. Our web-based modular CRM gives you the flexibility to make changes at will and adapt the system as your organisation changes – without the associated costs. This puts you in total control of your CRM.
No. In fact, many of our customers move to use from MS Dynamics or CiviCRM based systems due to the high cost of maintaining and updating them. Download our guide.
That depends on your website and what you mean by integration. But our web team can guide you on the best approach for this to ensure your website and CRM work together in the most effective way possible.
We can integrate and work with most of the commonly used finance systems, such as Sage and Xero. There are many ways a CRM and finance system can share data, so it also depends on what you mean by ‘integration’. Find out more on the CRM and financial system webinar, or talk to us and we can discuss your specific situation and needs.
“It could integrate with the Xero system to automate invoicing and free up staff to do crucial jobs like member engagement.”
Amy Swain,
Director, Member and Stakeholder Engagement, The Association of Foreign Banks
No, we can integrate and work with most of the commonly used CMS.
Our CRM uses Application Programming Interfaces (API) to enable integration and data sharing with other open systems. So the dependency here is whether your key business systems are open for integration. We’d be happy to discuss your specific situation and needs.
“Their integration capabilities in particular impressed us.”
Richard Hayward,
Head of PR and Communications, Chartered Institute of Trade Mark Attorneys
Yes, they are an essential part of the oomi CRM. They can be customised to each user’s specific needs.
