Cartagena Members
Modern membership management on Dynamics 365
Tired of complicated systems that don't communicate? Cartagena Members seamlessly integrates with existing ERP and accounting systems, regardless of platform. Easily update member information, manage memberships and offer a seamless experience.
Contact usChallenges & Solutions
Difficult to administer members efficiently
Complex workflows and manual processes drain your team's resources.
Solution
Cartagena Members gives you a complete overview and automated tools for efficient membership management.
Low member engagement
Without proper communication channels, members feel disconnected.
Solution
Personalised communication and self-service portals that increase member involvement and satisfaction.
Manual processes waste time
Invoicing, renewals and reporting take up valuable hours every week.
Solution
Automate invoicing, renewals, reminders and reporting — freeing your team to focus on what matters.
Systems that don't talk to each other
Fragmented data across different platforms creates inefficiencies.
Solution
Built on Dynamics 365 with ready-made integrations to ERP, accounting and payment systems.
Key Features
Member Portal
Self-service portal where members can update their own information, manage subscriptions and access resources.
Automated Invoicing
Automatic billing, reminders and integration with your accounting system for seamless financial management.
Union Deduction
Complete handling of union deductions from salaries — automated, accurate and compliant.
Communication & Campaigns
Targeted and personalised communication to the right members at the right time.
Reporting & Insights
Real-time dashboards and reports that give you insight into member trends, engagement and growth.
ERP Integration
Seamless connection to your financial systems via Cartagena Link for a unified data flow.
Three Packages, One Solution
Basis
Member Management Foundation
- Member catalog
- Browser & mobile app access
- Activity history
- Email integration
- Document storage (SharePoint)
- Dashboard & contact preferences
Ideal for getting started
Standard
Member Management + Service
- All Basis features
- Member service & inquiries
- Case management (Saksbehandling)
- Service level management (SLA)
- Microsoft Teams integration
- AI Assistant (Copilot)
- Service dashboard
Full member support capabilities
Komplett
Complete Solution
- All Standard features
- Member portal (BankID, email signup)
- Invoicing & payments
- CartagenaLink (accounting sync)
- Member communication & journeys
- Surveys, events & campaigns
- 360° member overview & engagement
Everything you need to thrive
Empower Your Members
Member Portal
Secure enrollment with email or BankID, manage profile info, access member benefits and stay updated with news.
Invoicing & Payments
Automatic subscription invoicing, eInvoice support, direct debit (avtalegiro), invoice overview and Vipps coming soon.
Member Communication
Member journeys, targeted campaigns, surveys, events, 360° engagement tracking and member insights.
Professional Development
Track work positions, roles, education and training records. Manage courses and professional progression.
Nonprofit Accelerator
Fundraising, budget allocation, project management and impact tracking for nonprofit organizations.
Outlook Integration
Full Outlook app integration and ClickDimensions communication options for advanced email campaigns.
CartagenaLink — Your Accounting Connection
Visma.net
Seamless accounting system sync
Tripletex
Automatic financial data exchange
Visma Global
Multi-region accounting integration
SharePoint
Document management & storage
Teams
Integrated team collaboration
Copilot AI
Intelligent automation assistant
Your Path to Success
Pre-Travel
Assess your needs, evaluate requirements and select the right package for your organization.
Alignment
Define detailed requirements, plan data migration and establish implementation roadmap.
Delivery
Install, customize, migrate data and conduct comprehensive testing before go-live.
Go Live
Training, feedback collection and ongoing support to ensure successful adoption.