One CRM for all your member data and communication
Most medical societies manage member records in one system and event registrations in another. That means fragmented data, repeated manual exports, and little visibility into who actually engages with your programmes.
• Unite member profiles, event attendance, and renewal history in a single EU-hosted CRM
• Send targeted updates to segments like specialty groups or congress attendees without spreadsheet work
• Automate renewal reminders and follow-ups so your team spends less time chasing late payments
Trusted by membership organizations across Europe
From complete member profiles to engagement across the full lifecycle, these organizations use our platform to improve member retention and run more efficiently.
"Efficy enables everyone in contact with a client to access a 360° view—fast and reliably."
"With clearer insights from Efficy, our campaigns achieved higher open rates and better targeting."
"The platform gives us global coverage and adapts quickly as our needs evolve."
Frequently Asked Questions from Professional Societies and Membership Organisations
Professional societies and membership organisations have specific requirements when evaluating a CRM. Below we answer common questions about GDPR compliance, EU data hosting, ISO certifications, integration with membership and event management systems, and renewal automation.
Book a demoIs Efficy suitable for managing members and engagement in a professional society?
Yes. Efficy lets you centralise member data in one place, track the full member journey from onboarding through renewal, and manage communications across email, phone, and other touchpoints. You can segment members by chapter, specialty, membership tier, or activity, run targeted campaigns, and generate reports to understand engagement and retention. The platform supports the operational workflows that professional societies need to stay organised and responsive.
How does Efficy handle GDPR compliance and where is member data hosted?
Efficy is built to align with GDPR requirements and holds ISO 27001 and ISO 27701 certifications for information security and privacy management. Data can be hosted in the EU, with controls including role-based access, encryption at rest and in transit, and audit trails to track data use. These safeguards help you meet your obligations when handling sensitive member and professional data.
Can Efficy integrate with our existing membership database and event registration platform?
Efficy offers APIs and pre-built connectors to integrate with association management systems and event platforms. You can sync member records, event registrations, and attendance data, so information flows between systems and stays up to date. This approach removes data silos and gives your team a single view of each member.
Can we automate membership renewal reminders and dues workflows?
Yes. You can set up automated workflows to send renewal reminders based on membership expiry dates, route follow-up tasks to the right team members, and segment members who need special attention. This reduces manual administration, helps ensure timely renewals, and supports retention by keeping members informed at the right moments.
How can I request a demo tailored to my membership organisation?
We'd be happy to arrange a personalized demo tailored to your needs. More questions? Reach out via email at info@efficy.com or connect on LinkedIn at linkedin.com/company/efficy.
Membership Engagement & Digital Transformation
Resources for Professional Societies & Membership Teams
Explore case studies and insights to help your organization improve member lifecycle engagement, retention strategies, and digital member experiences.
Sofia, see how Efficy transforms membership engagement
Efficy helps membership organizations grow engagement and retention with tools built for associations. Our platform automates renewals, unifies all member data in one place, and runs on EU-compliant infrastructure you can trust. Request your tailored demo today and discover what works for your members.