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 how Cartagena Members works
Demonstration
2:18
Main features
3:06
Competitors and differentiation
1 min
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.
Cartagena Link: your accounting connection
Visma.net
Seamless accounting system sync
Tripletex
Automatic financial data exchange
Visma Global
Multi-region accounting integration
Xledger
Cloud-based accounting and ERP integration
Microsoft SharePoint
Document management & storage
Microsoft 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
Competitors and differentiation: Cartagena Medlem
Many membership systems are built as closed niche solutions with limited integration capabilities and little flexibility over time.
A market in change
That often works well at first, but becomes demanding when the organisation wants to:
- automate processes
- improve the member experience
- gain better insight from data
- integrate membership data with the rest of the organisation
At the same time, members today expect modern digital services such as self-service, mobile access, automated communication and fast response times.
Why Cartagena Member
Cartagena Member is built on Microsoft Dynamics 365 and Microsoft Power Platform.
That means the organisation gets a modern platform that can be integrated with the rest of the business, including Microsoft 365, Teams, Power BI and finance systems, not an isolated membership system.
For many organisations, this is an important difference.
Instead of building up several separate systems and databases, member data, communication, activities and reporting can be brought together on a single platform.
Standardised, but flexible
A common challenge with membership systems is the choice between:
- a rigid standard product
- or expensive custom development
Cartagena Member is developed to balance the two.
The solution includes ready-made processes for membership organisations, while the platform provides the flexibility to adapt work processes, automation and integrations over time.
This makes it possible to evolve the solution in step with the organisation's needs, without starting from scratch.
See it in practice
The best way to understand the difference is to see the solution in use.
We are happy to invite you to a no-obligation demonstration where we can discuss your organisation's needs and show how Cartagena Member works in practice.
Book a walkthrough
Book a walkthrough of the solution and see how Cartagena Members differs from traditional membership systems.
Book a walkthrough