CRM for Trade Associations

All the Tools You Need to Grow Your Membership, Increase Reach, and Build Influence.

MyCRMHub isn't just about managing member lists; it's about helping your trade association thrive. From onboarding new members to running courses, managing events, hosting communities, and driving engagement, everything you need is built in and ready to go.

CRM for small business

Why Trade Associations Choose MyCRMHub

Attract and Retain More Members

 Grow your association with smart, integrated marketing tools. Build landing pages, send campaigns via email, SMS, and WhatsApp, and create tailored journeys that speak directly to your members' needs, whether you're representing a local group or a national body.

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Automate Membership and Course Management

Save hours every week with automation. From welcome emails and renewal reminders to course enrolment and certificate delivery, MyCRMHub handles the routine administration so your team can focus on building value and community.

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  • Acquire
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Build Stronger Member Connections

Create a seamless communication experience. MyCRMHub gives you a complete history of every interaction—messages, event attendance, course competitions, and survey responses so you can personalise engagement and strengthen loyalty.

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  • Retain

Understand Your Impact

Track what matters most with powerful reporting and analytics: measure member growth, event participation, course uptake, and campaign performance, all in real time. Make confident, data-driven decisions that support your mission.

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  • Acquire
  • Retain

Built for the Way You Operate

Every trade association is different. That's why MyCRMHub offers flexible forms, surveys, automation workflows, and third-party integrations. You can customise your CRM to match your processes, not the other way around. Plus, with built-in e-commerce tools, managing payments, renewals, and online sales is simple and secure.

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  • Acquire
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Unify Your Operations

From marketing to member management to payments, MyCRMHub unites your association’s operations in a single, user-friendly system. It’s easier for your team to stay aligned — and for your members to get a consistent, high-quality experience.

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  • Acquire
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Features That Make a Difference

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Custom Pipelines

Track planning, design, tender, and construction stages your way.

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Task & Activity Management

Assign tasks, set reminders, and keep your team on the same page.

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Centralised Contact Database

Clients, contractors, suppliers—all in one place.

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Workflow Automation

Save time with triggered follow-ups and task creation.

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Integrated Communication

Email sync, call logging, and calendar tools included.

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Secure File Storage

Keep key documents safe and organised within each project.

Frequently Asked Questions

How easy is it to manage members with MyCRMHub?

Very easy! MyCRMHub is designed to simplify every part of membership management. You can track member details, segment your lists, automate renewals, and monitor engagement, all from one clear, intuitive dashboard.

Can I communicate with members through different channels?

Yes. MyCRMHub lets you send messages via email, SMS, and WhatsApp without needing separate tools. You can create campaigns, automate follow-ups, and personalise your communications based on member activity.

Does MyCRMHub support running online courses?

Absolutely. You can create, manage, and deliver online courses directly within the platform. Plus, you can track progress and automatically issue certificates when members complete a course.

Is there a community portal for members?

Yes, there is! Your members will have access to a secure, branded portal where they can take courses, access resources, and participate in discussions.

Can I collect feedback from members?

Absolutely. Built-in forms and surveys make gathering feedback, event registrations, course sign-ups, and more simple. Everything feeds straight back into your CRM for easy analysis.

What kinds of automation are possible?

You can automate a wide range of tasks, from welcoming new members and sending reminders to following up after events or issuing certificates. Our flexible workflows mean you can create automation that fits exactly how you work.

How detailed are the reports and analytics?

Very detailed. You can track key metrics like membership growth, course completion, communications performance, and e-commerce sales. Create custom dashboards to get the insights that matter most to your association.

Does MyCRMHub include e-commerce functionality?

Yes! You can sell memberships, courses, event tickets, and merchandise directly through the platform. It's easy to set up products, manage payments, and track sales without needing a separate system.

Can I integrate MyCRMHub with other tools?

Absolutely. MyCRMHub connects with popular third-party apps for accounting, marketing, events, and more, so you can build a tech stack that works perfectly for your association.

Is MyCRMHub customisable for different types of trade associations?

Yes. Whether you're a small professional body or a large national association, MyCRMHub is fully customisable. You can tailor forms, workflows, member journeys, and more to fit your organisation's exact needs.

Ready to Build a Better Workflow?

Let MyCRMHub help you design a more efficient, client-focused business.