Mentor's new Dynamics CRM and Portal for Membership Organisations
In 2025, Mentor strengthened its position as a leading digital partner for membership organisations with the launch of a fully integrated Membership Portal and Microsoft Dynamics CRM Baseline. The platform brings together CRM, finance, engagement tools, self service features, website integration options and marketing capabilities in one place. It gives membership teams a streamlined way to manage operations and gives members a modern digital experience.
A CRM designed around the membership lifecycle
Membership organisations rarely fit a standard CRM model, so Mentor created a configurable Microsoft Dynamics 365 baseline that supports the full lifecycle from joining to renewal to reactivation.
The Dynamics CRM baseline includes:
- Full membership management workflows
- Automated renewals, reminders, invoicing and refunds
- Integrated Stripe payments
- Order management and financial tracking
- Optional Xero finance integration
- Events management tools
- CPD, qualifications and accreditation tracking
- DotDigital integration for marketing list and contact synchronisation
- Clear visibility of member interactions and activity
This baseline provides a strong starting point for most membership organisations and can be adapted for more complex processes if needed.
A modern, fully integrated membership portal
The Membership Portal is designed to give members a smooth, intuitive and secure online experience, with real time synchronisation to Dynamics CRM and significant reductions to administrative effort.
Key portal features include:
- Support for your existing OAuth SSO provider
- Option to use Mentor’s own SSO platform which is significantly more cost effective than large providers such as Auth0
- Membership renewals and invoice payments through Stripe
- Full profile management
- Discussion forums
- CPD recording and progress tracking
- Event bookings and access to attendance history
- Content personalisation based on membership status
- Full branding and layout customisation
- Ability to plug directly into your existing website
- Option to combine the portal with Mentor’s Umbraco CMS baseline that already contains most components required by membership organisations
This creates a unified, flexible and branded digital experience that can work with the organisation’s current website or form the core of a complete rebuild.
Mobile app with push notifications
Mentor also offers a full mobile app version of the portal for both iOS and Android. The app includes:
- Push notifications
- Apple Pay support
- Social login options
- Real time synchronisation with Dynamics CRM
The mobile experience increases engagement and makes it easier for members to manage their details and renewals on the go.
A connected platform powered by Microsoft Dynamics
With the CRM baseline, portal, DotDigital marketing integration, SSO options and optional Xero finance sync, Mentor delivers a complete connected platform. All data flows through Dynamics, giving teams a single and reliable source of truth.
Organisations benefit from:
- Reduced administration
- Centralised and accurate data
- Automated workflows and reminders
- Consistent communications
- A digital platform that grows alongside organisational needs
It is a solid foundation for operational efficiency and long term transformation.
Has Mentor Digital created the best membership portal in the UK?
With a complete CRM baseline, a fully integrated membership portal, a mobile app, flexible SSO options, finance and marketing integrations and a proven Umbraco CMS foundation, Mentor has created one of the most comprehensive membership platforms available today. It improves internal operations, enhances member experience and provides a future ready route for digital development.
