Cartagena Members
Structured member operations for small teams with big ambitions
Most membership organisations run on three to five administrative staff handling everything from events to invoicing to member enquiries. Member data lives in spreadsheets, event systems, and email. Follow-up is person-dependent. Members leave quietly. Cartagena Members replaces fragmented tools with one platform for member dialogue, fees, events and follow-up — built on Dynamics 365.
Contact usSee Cartagena Members in action
Live demonstration
2:18
Main features
3:06
Challenges & Solutions
Knowledge lives in people, not systems
When a key employee is on leave, the organisation loses its institutional memory. Contact history, member preferences and follow-up routines exist in inboxes and heads — not in a shared system.
Solution
One shared member record with full relationship history, contact log and activity overview. The organisation owns the member relationship — not individual employees.
Members leave without anyone noticing
Attrition rarely happens suddenly. Members gradually stop attending events, opening emails and engaging — months before they formally leave. Without activity tracking, these signals go unnoticed.
Solution
Activity-based alerts when members become less active. Structured follow-up sequences for onboarding, renewal and re-engagement — so no member falls through the cracks.
Fee administration consumes the team
Invoicing, fee reminders, deduction file processing, reconciliation and reporting consume hours every week — often handled by one or two people in spreadsheets.
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.
Membership fee administration
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.
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 .
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
Xledger
Skybasert regnskap- og ERP-integrasjon
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 setup for your organisation.
Alignment
Define detailed requirements, plan data migration and establish implementation roadmap.
Delivery
Install, customise, migrate data and conduct comprehensive testing before launch.
Go Live
Training, feedback collection and ongoing support to ensure successful adoption.
Built for organisations like yours
Konkurrenter og differensiering — Cartagena Medlem
Mange medlemssystemer er bygget som lukkede nisjeløsninger med begrensede integrasjonsmuligheter og lite fleksibilitet over tid.
Et marked i endring
Det fungerer ofte godt i starten, men blir krevende når organisasjonen ønsker å:
- automatisere prosesser
- forbedre medlemsopplevelsen
- få bedre innsikt i data
- integrere medlemsdata med resten av virksomheten
Samtidig forventer medlemmer i dag moderne digitale tjenester som selvbetjening, mobiltilgang, automatisert kommunikasjon og raske responstider.
Hvorfor Cartagena Medlem
Cartagena Medlem er bygget på Microsoft Dynamics 365 og Microsoft Power Platform.
Det betyr at organisasjonen ikke får et isolert medlemssystem, men en moderne plattform som kan integreres med resten av virksomheten — inkludert Microsoft 365, Teams, Power BI og økonomisystemer.
For mange organisasjoner er dette en viktig forskjell.
I stedet for å bygge opp flere separate systemer og databaser, kan medlemsdata, kommunikasjon, aktiviteter og rapportering samles på én plattform.
Standardisert — men fleksibelt
En vanlig utfordring med medlemssystemer er valget mellom:
- et rigid standardprodukt
- eller kostbar spesialutvikling
Cartagena Medlem er utviklet for å balansere dette.
Løsningen inneholder ferdige prosesser for medlemsorganisasjoner, samtidig som plattformen gir fleksibilitet til å tilpasse arbeidsprosesser, automatisering og integrasjoner over tid.
Det gjør det mulig å utvikle løsningen i takt med organisasjonens behov — uten å starte fra bunnen.
Se det i praksis
Den beste måten å forstå forskjellen på er å se løsningen i bruk.
Vi inviterer gjerne til en uforpliktende demonstrasjon hvor vi kan diskutere organisasjonens behov og vise hvordan Cartagena Medlem brukes i praksis.
Bestill en demo
Bestill en personlig demonstrasjon og se hvordan Cartagena Medlem skiller seg fra tradisjonelle medlemssystemer.
Bestill en demo