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Membership Management Solutions

Boost efficiency and enhance your member experiences

Professional associations and regulatory organizations are under growing pressure to deliver seamless member experiences while maintaining compliance, accuracy, and operational efficiency. Disconnected systems, manual workflows, and outdated portals make it harder to serve members and harder for teams to keep up. Catapult helps membership organizations modernize with Dynamics 365—combining proven membership management, self service portals, ERP integration, and embedded AI into a connected, scalable solution.

Everything you need to enhance your member's experiences

  • Modern Member Portals

    Self service access for members

  • Accelerated Implementation

    Go live faster with our proprietary solutions

  • AI & Copilot Built In

    Automate work and surface insights

  • Compliance Ready Workflows

    Built for regulated environments

  • Automated Renewals

    Reduce manual follow ups

  • Integrated Payments

    Simplify billing and collections

  • Actionable Reporting

    Real time insight at a glance

  • Finance and Accounting

    Seamless Business Central integration

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Accelerate Modernization with the Membership Accelerator

Lengthy, custom membership system projects slow progress and increase risk—especially for organizations with limited IT resources.

Catapult's Membership Accelerator is a purpose built proprietary solution for associations and regulatory bodies, combining Dynamics 365 CRM, a proven member portal, and embedded AI and Copilot functionality. It delivers a faster, more predictable path to modern membership management—without sacrificing fit, flexibility, or compliance.

Explore our Membership Accelerator

Simplify membership experiences with secure online portals

Members expect intuitive, self service experiences—but outdated portals and manual processes create frustration for everyone.

Give your members access to everything they need in one place. Our expertise and experience allows our team to deliver secure, user friendly member portals that allow members to manage profiles, renewals, applications, and program participation online. This reduces staff workload while improving satisfaction, engagement, and retention.

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Put AI and Copilot to Work for Membership Teams

Membership teams are under pressure to do more with less, but manual processes and slow reporting limit capacity.

Catapult embeds AI and Copilot directly into Dynamics 365 to automate repetitive tasks, surface insights through natural language queries, and accelerate communications and reporting. Associations gain faster answers, reduced manual effort, and smarter decision making—without adding complexity.

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Simplify Complex Membership Operations

Managing renewals, applications, complaints, and programs across spreadsheets or disconnected systems creates risk and inefficiency.

With Dynamics 365 at the core, Catapult centralizes membership data and automates workflows for renewals, approvals, communications, and case management. Teams gain consistency, visibility, and confidence across every stage of the member lifecycle.

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Accurately track financials with integrated payment processing and accounting

Disconnected billing and accounting systems lead to errors, re keying, and delayed insight into membership revenue.

Catapult can integrate your membership CRM with Dynamics 365 Business Central to create a seamless connection between member activity and financial operations. The result is more accurate billing, automated payments, and clearer insight into revenue and renewals—all in one ecosystem.

Find out how we can help

Our professional association needed a new solution that would improve data management and integrate seamlessly with our member portal and document management system. We chose Dynamics 365 and partnered with Catapult to build our CRM and D365 Portal. Member feedback indicates the new Portal is much easier to navigate and our staff can easily edit and update web content.

Cheryl Landrigan, Director, BC Dental Association
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During the implementation the Catapult consultants did a really great job of listening to what we needed. They were able to find the solutions that would work for us and since we’ve gone live, our case management has been amazing. They’ve been helpful and knowledgeable. When we have questions, they’ve been answered within a day. We have nothing but great things to say about the Catapult consultants.

Logan Drum, IT Manager
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Catapult drove the implementation process. They set the whole project up, the scope, the scheduling. They brought up the idea of the multi-entity module (MEM) and it’s created substantial time savings, allowing the transactions for all locations to be recorded in one database.

Steve Delves, CFO
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Our proven Project Success Framework minimizes risk and promotes alignment to results

Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.

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Achieve out of this world results

Our easy-to-navigate Project Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solutions

LEARN ABOUT OUR PROJECT SUCCESS FRAMEWORK