All the features you’ll love, all in one place.

FEATURES

FEATURES

A single place for all of your data.

MEMBERSHIP CRM

Effortlessly record your members, contacts, and organisations in a single, user friendly membership CRM, ensuring up to date, accurate data which you can trust.

One place for all data

Get a complete view of all your members data - personal details, memberships, payments, events and communication you've had with them, and more - all in a single place.

Automate and save time

Save valuable time by automating membership processes so you can spend more time engaging with your members and growing your membership.

Tags & segments

Use segments to filter, group, and organise contacts and member records so you can deliver personalised communications that drive greater engagement.

Easy to manage memberships.

MEMBERSHIP

No matter the nature of your membership or subscriptions — individual, corporate, approval-based, or straightforward. sheepCRM ensure a seamless, effective process for managing applications, renewals and payment collection.

Individual & corporate memberships.

Efficiently manage and engage your members, whether they are individuals or corporate entities, sheepCRM delivers the flexibility to support both simple and complex membership models.

Online applications and payments

Empower your members to apply and renew their memberships online. With support for both instant and approval membership flows, processing applications is quick and easy.

Automatic membership renewals

Replace your membership renewal pain with automatic reminders and online tools. Renewal automation will significantly save you time, increase retention and facilitate faster payments.

Engaging events.

EVENTS

Delight your members with captivating events. Effortlessly create, promote, sell tickets, and oversee events with sheepCRM. Devote more time to planning, less to managing, and watch your events thrive.

Event promotion

Delight your members with user-friendly event pages and a simple purchase process for ordering and paying for event tickets.

Tickets & payments

Effortlessly offer diverse ticket options with member and non-member pricing. Collect payment online or offer the choice to pay by invoice.

Attendance

Monitor ticket sales in real time and generate attendance lists. Capture event attendance data to effectively track and analyse member engagement.

First class fundraising.

FUNDRAISING

Elevate your fundraising efforts with intuitive donations. Seamlessly create appeals to raise funds for your noble causes. Collect one-time and recurring donations securely online, while effortlessly tracking all donors and their donations in sheepCRM.

Online donations

Effortlessly create captivating campaign pages, effectively promote them to targeted members and contact lists, and seamlessly collect both one-time and recurring donations online.

Claim Gift Aid

Maximise your fundraising by recording Gift Aid declarations, ensuring you don't miss out on valuable additional funds for your important appeals.

Donor reporting

Stay on track of your fundraising goals by monitoring the progress of your campaigns. Record donor details, track their contributions and keep them informed.

User-friendly members portal.

SELF-SERVICE

Elevate engagement and save valuable time for your team with our user-friendly members portal. Built for your members, our web portal offers member self-service, drives engagement and frees up your team to deliver better value and growth.

Membership applications & renewals

Grow your membership with easy to use, online membership applications and renewals. Fast and easy, members can apply and pay online for their membership.

Empower your members

The portal empowers your members to keep their personal details up to date, manage their consent, make payments and engage with your events, benefits and services.

Personalise with your brand

Personalise the members portal to with your organisations branding to offer a seamless online experience with your website.

PAYMENTS

Effortless payments.

Effortless payments

Effortlessly handle membership fees, donations, and event ticket payments, ensuring seamless transactions and accurate record-keeping, all while saving your team valuable time and resources.

Streamline payment collection effortlessly through automatic card or direct debit transactions. Our robust integrations with GoCardless and Stripe ensures seamless payment processing, saving time, minimising manual work, and improving cash flow.

Robust integrations

sheepCRM offers robust integrations with Stripe, GoCardless and Xero for automated payment collection and reconciliation. With these integrations, you can elevate your financial efficiency and accuracy to new heights.

Improved cashflow

By automating payment processes and enabling prompt renewals, sheepCRM ensures consistent and predictable revenue streams. Say goodbye to time-consuming manual payment handling and hello to financial stability.

ENGAGEMENT

Clever communications.

Keep your members engaged with regular communications by email or SMS. sheepCRM offers email automation, manual messaging to individuals and groups and integrates with Mailchimp for sending beautiful newsletters.

Automated comms.

Engage and nurture your members effortlessly with personalised automated messages. From welcome emails to renewal reminders sheepCRM ensures timely and personalised interactions.

Group comms.

Easily send updates, event invitations, and announcements to specific segments, individuals or your entire membership. sheepCRM ensures targeted personalised communication for effective member engagement.

Mailchimp integration

sheepCRM automatically syncs member data with Mailchimp, freeing your team to focus on crafting and sending compelling, valuable email newsletters to your membership.

GROUPS

Groups, teams & regions.

Whether you run groups, teams, regions, registers or committees, they can be effectively and securely managed within sheepCRM by internal staff or external volunteers.

GDPR Compliance

sheepCRM offers a fast, safe and secure process for sharing team members data with your internal or external team leaders. Say goodbye to exporting and sharing unsecured spreadsheets.

Microsites for Teams & Groups

Empower teams and groups to showcase themselves with their own microsites. Microsites can showcase Team events, news and contact information online. Interested members can apply to join online.

Team management

Provide Team Leaders with the tools to effectively manage their team or group. They can easily view and manage the team members, send communications, share news and run events direct from the platform.

Instant reports you can trust.

REPORTING

With all your data in one place, sheepCRM’s powerful reporting will provide accurate and valuable membership insights. Use them to better understand, engage and grow your membership.

Finance reports

Our finance reports provides your team with accurate financial reporting and insights. Reports include revenue breakdown, unpaid membership fees, deferred revenue and Stripe and GoCardless payout reports.

Member reports

Our member reports provides valuable insights to enable your team to better understand your members’ demographics. Reports include location, age, gender, job title, interests, tags and more.

Membership reports

sheepCRM's accurate membership reports offers a clear understanding of your membership performance such as growth, renewals and lapsed memberships.

Integrates with your favourite apps.

INTEGRATIONS

sheepCRM integrates with ‘best in class’ applications such as Mailchimp, Xero, GoCardless and Stripe. Benefit from our built in integrations or build your own with our open API.

Mailchimp

Connect with Mailchimp to automatically sync your contacts and send newsletters out to all or specific member groups.

GoCardless

Connect your GoCardless account to seamlessly collect membership fees and automatically reconcile them.

Stripe

Connect your Stripe account to effortlessly collect membership fees, event ticket payments and donations.

Xero

Integrate with Xero to push your contacts and invoices from sheepCRM in Xero.

Eventbrite

Connect with your Eventbrite to view live event, ticket sales and payment info in sheepCRM.

API for custom integrations

Support for custom integrations with your website and other apps you use and love.

Save time, automate your admin and grow your membership.
Simple, intuitive, fast.

Book a demo.

Safe, secure and compliant.

SECURITY

Protecting your data is our top priority. By implementing robust security measures, adhering to strict governance protocols, and ensuring GDPR compliance, we are committed to maintaining the highest level of security and privacy for your data.

Data privacy & GDPR

Data privacy and GDPR compliance is essential for any membership organisation. We understand the importance and are fully committed to complying with UK & EU GDPR.

Robust security

At sheepCRM we view the security of systems and data as a fundamental responsibility. We provide our customers with the peace of mind they require when it comes to their data.

Cyber Essentials

We hold Cyber Essentials certification and regularly conduct thorough assessments, audits and pen tests to ensure the continuous protection of our infrastructure.

With you every step of the way.

OUR APPROACH

Worry free setup.

GETTING STARTED

You don’t need to be technical to use sheepCRM. We’ll migrate your data across, ensure your apps are perfectly integrated and guide you through the entire process from start to launch.

Expert team

Our expert team ensures a smooth and successful migration to sheepCRM. With years of experience and over 100 successful organisation setups, we'll be by your side to guide you through process.

Data migration

Seamless data migration from your existing platform. Our expert team is ready to assist and lead you through the data cleansing process, effortlessly migrating your information into sheepCRM.

User training

Whilst sheepCRM is designed to be user-friendly, we also provide personalised user training to ensure your team starts confidently and comfortably with the platform.

SUPPORT

Exceptional support.

Experience the confidence that comes with having a reliable partner by your side. Our commitment to delivering exceptional support builds trust and fosters long relationships.

Customer success

Your success is our top priority, and our skilled team of experts are on hand to provide the insight and support you need to thrive.

UK based support

Our dedicated, UK based support team are on hand to ensure your sheepCRM journey is smooth, efficient, and hassle-free.

24/7 help guides

Our online help guides offer step-by-step instructions, tips, and best practices for you to navigate sheepCRM and membership management best practices.

Ambitious membership organisations
choose sheepCRM

  • "sheepCRM has provided Biochemcial with the functionality we need while being simpler to use and more reliable than our previous system."

    Lorraine Reese, BioChemical

  • "We've grown our membership because sheepCRM enables us to track, monitor, and reach our members effectively. sheepCRM drove that".

    Patrica Malcolm, BGCI

  • Andrew Wilson

    'Thanks to sheepCRM, we are saving a couple of days a month in admin time, and we can retain our members as we are providing a much better service"

    Andrew Wilson, BAA

  • "I love sheepCRMs membership package because it is built for membership organisations and can be tailored to suit you"

    Vicki Goodfellow, FSA

Save time, automate your admin and grow your membership.
Simple, intuitive, fast.

Book a demo.

Illustration of two people reading customer reviews.

FEEDBACK

Customer feedback.

sheepCRM solves the common challenges associated with running and managing a membership organisation and can transform the way your team operates.

Our customers love sheepCRM and we believe your team will do too.

“We love how much easier sheepCRM is to use than our previous system.”

“Members are renewing automatically and we no longer have to chase them for payment!”

“Having all our data in one place is a game changer”

“You've built something seriously brilliant - and we really appreciate it!”

“Oh wow! Sheep is really great, and looks so simple to use. This is going to make our lives so much easier”

“Finally we have data and reports we can trust!”

“sheepCRM is integral to the day to day runnings of our organisation.”

“The automatic payment reconciliation saves us hours every month”

“The labour hours have gone down by about 90%, which is fantastic.”