Agend CRM · Part of the Agend Membership PlatformMembers, renewals and revenue, off the spreadsheet.
One record for every member. Renewals that chase themselves. Payments that arrive in Xero already matched. Built for how Australian membership organisations actually work.
Your CRM at the centre*Depending on scope. Our team runs the migration; you approve at each checkpoint.
Your members exist in five systems, and none of them agree.
Renewals lapse silently – even 20-seat corporate bundles – and you find out at reporting time.
Your team spends hours being the glue between tools that don't talk.
Your membership team, off data entry and onto members.
Every member is one record: tier, payments, course completions, event attendance, relationships and conversations in one profile. Renewals run as a pipeline; reminders fire automatically, and only the exceptions reach staff. Payments flow to Xero already matched.
One recordEverything attached, automatically
Contacts and corporate accounts with custom fields, relationship links and a cross-app activity feed. Courses, events, payments and community activity land on the same profile. No re-keying, no CSV round-trips.
Renewals autopilotSee who's lapsing before they lapse
A renewals pipeline with reminders, automatic chasing of failed and overdue payments, and forecasts. Individual memberships and corporate seat bundles alike. Staff handle only the exceptions.
Paid the Australian wayBECS, eWay, Stripe and Xero – as native
Direct debit and card on membership tiers, seat pricing and scheduled price changes. Orders and refunds sync natively to Xero, so reconciliation stops being a job.
Segment and actThe numbers the board asks for
Saved segments on status, tier and engagement drive targeted communications and reporting: growth, retention, revenue trends, renewal forecasts and your most engaged members.
Everything a membership team runs on.
Know your members
Member & contact records
- Custom fields and tabs that match your data model
- Relationship links: director of, spouse of, beneficiary of
- Cross-app activity feed on every profile
- Engagement tracking and last-activity timestamps
Companies & corporate membership
- Company profiles with industry classification
- Seat management and corporate seat invitations
- Member-link workflows for organisations
Segments & communications
- Saved segments on status, tier and engagement
- Bulk email with templates and full history
- Mailchimp sync: lists never stale, engagement flows back
Renew & get paid
Tiers & pricing
- Membership types with renewal workflows
- Tier-specific benefit catalogues
- Seat pricing and scheduled price changes
Renewals & retention
- Renewals pipeline with forecasts
- Automatic chasing of failed and overdue payments
- Historical renewal rates
Payments & billing
- Stripe, eWay and BECS direct debit
- Payment methods per contact
- Refunds with cross-gateway reconciliation
- Entitlements freeze on open payment dispute
Xero & finance
- Native order and refund sync
- Account mapping and tracking categories
- Auto-sync scheduling with reconciliation logs
Run the operation
Deals & tasks
- Pipeline with custom deal types and stages
- Tasks linked to deals and contacts
- AI-generated deal summaries for staff
Import, API & reporting
- WordPress and Upbeat member importers
- Unmapped-field detection to custom fields
- REST API: contacts, deals, tasks, segments, tiers
- Growth, engagement and revenue reporting
Agend lifted our corporaterenewal rate by 93%,halved bookkeeping hours and gave our team10-15 hours back every week.The renewal improvement alone justified the build.
One member record, every Agend product attached.
Engagement you can see, not import.
A course completion in Agend Learn or a check-in at an event lands on the CRM record automatically.
No Zapier, no developer.
A lapsing renewal can trigger an Agend Workflow: email the member, wait, escalate to staff.
Value switches with the membership.
Membership status drives the member's Directory listing and Portal access, automatically.
The loop closes without email.
A renewal reminder lands on the member's lock screen and they pay it in the app.
Migration is our job, not yours.
Our team runs the migration, mapping your legacy data, custom fields and corporate bundles with purpose-built importers. Unmapped fields are detected and promoted to custom field definitions, so messy legacy data arrives structured, not dropped.
You review and approve at each checkpoint; typically live in 12 to 26 weeks, depending on scope. It never becomes your weekend job.
Keep your WordPress site if it works: Agend feeds it live from member data. Keep Mailchimp too: members and segments sync continuously, so lists are never stale.
And your data stays yours – fully exportable, always.
Asked by every buying committee.
- Will our data come across cleanly?
- Agend runs the migration with purpose-built importers for WordPress and Upbeat, unmapped-field detection, and custom-field promotion. Our team maps; you approve at checkpoints. Fifteen years of messy data is the normal case, not the exception.
- We have custom fields and segments everywhere.
- Contact-scoped custom fields, custom tabs and saved segments are core features, not workarounds. Your data model comes with you.
- We use Mailchimp. Do we have to move?
- No. Keep it: Agend syncs your member data and segments to Mailchimp continuously so lists are never stale, and engagement flows back to the member record. Moving email into Agend later is an option, not a requirement.
- What does it cost?
- It scales with member count and the surfaces you start with. The comparison that matters is one platform against five or six subscriptions plus the staff hours gluing them together. Talk to us and we'll price your actual setup.
Ask us the hard ones – pricing, migration, the lot. A human from our Australian team replies within one business day.
Ask a questionSee your members in one record.
A free 30-minute walkthrough with the team. No deck, no pitch – just your questions, live product, real data.
- Australian owned & operated
- Australian data residency
- BECS, eWay & Stripe
- Native Xero reconciliation
- Full data export, no lock-in