Complete recurrence list
View all members participating in recurrence from one central account list.
From enrolment to timely renewal
Membership & Recurrence
Manage every recurring member from one list, create recurrence directly or from an existing contact, organise programmes by status and category, and keep administrators and expiring members informed with scheduled reminders.
One listRecurring members
ProactiveExpiry reminders
FlexibleStatus & categories
What you can do
Everything your team needs, connected.
Manage every recurring member from one list, create recurrence directly or from an existing contact, organise programmes by status and category, and keep administrators and expiring members informed with scheduled reminders.
Member-at-a-glance visibility
Review the member, recurrence period and current lifecycle position before taking action.
Expiry awareness
Identify recurrence that is approaching its end date before the relationship lapses.
Direct expiry reminders
Send renewal reminders to expiring members from the recurrence list.
New recurrence member
Register a new member directly in the recurrence workflow.
Recurrence terms
Record the information and period needed to manage the new recurring relationship.
Create from contacts
Turn an existing customer or contact into a recurrence member without rebuilding the relationship.
Connected customer record
Keep membership activity associated with the original contact information and customer history.
Member status setup
Define statuses that reflect the membership lifecycle used by the organisation.
Status-based management
Use the current member status to separate active, pending, expired or other operational stages.
Member categories
Build programme, tier or relationship categories that make the member base easier to organise.
Category-based segmentation
Use categories to create clearer operational lists and more relevant member communication.
Administrator reminders
Schedule internal reminders so administrators know which membership actions are due.
Per-member reminders
Create reminder schedules for individual members and their recurrence milestones.
Configured reminder channels
Deliver scheduled communication through the organisation’s enabled reminder channels.
Retention workflow
Connect expiry visibility, reminders and renewal follow-up into one repeatable process.
Complete recurrence lifecycle
Keep every member relationship active, visible and organised.
iCRM brings member setup, recurrence enrolment, expiry monitoring and reminder scheduling into one connected workflow—whether the relationship starts as a new member or an existing customer contact.
01StructureStatus and category
02EnrolNew or existing contact
03ManageComplete recurrence list
04RemindAdmin and member schedules
05RenewFollow up before expiry
01 / DEFINE THE PROGRAMME
Use member statuses and categories that match your organisation.
Configure the labels your team needs before enrolment begins. Statuses reflect where each member sits in the lifecycle, while categories organise programmes, tiers or other meaningful segments.
- Custom membership status setup
- Clear lifecycle stages
- Flexible member categories
- More useful recurrence lists and communication groups
02 / ENROL THE MEMBER
Create recurrence directly—or start from an existing contact.
Add a completely new recurrence member from the membership workflow. If the person already exists in Customer CRM, create the recurrence from that contact so the team keeps one connected relationship record.
- Direct new-recurrence entry
- Membership and recurrence details
- Create recurrence from the contact list
- Reuse existing customer information
- Avoid duplicate relationship records
03 / MANAGE THE RECURRENCE LIST
See all recurring members from one working view.
The member list brings every account participating in recurrence into one place. Administrators can review the current relationship, understand upcoming expiry and move directly into reminder or renewal action.
- Central list of recurrence accounts
- Member and recurrence visibility
- Faster expiry checking
- Direct route to member actions
- Consistent day-to-day administration
04 / RESPOND TO UPCOMING EXPIRY
Send a timely reminder before membership lapses.
Work from the recurrence list to identify expiring members and send the appropriate reminder. The member, expiry context and communication action remain part of the same operational flow.
- Expiring-member visibility
- Reminder action from the member list
- Earlier renewal follow-up
- More consistent retention activity
Retention practice
Review upcoming expiries on a regular schedule and contact members early enough for questions, payment or renewal action to be completed before the end date.
05 / SCHEDULE THE FOLLOW-THROUGH
Keep administrators and individual members informed.
Set scheduled reminders for the administrator responsible for the programme and for each member. This creates an internal action prompt and an external communication path around important recurrence dates.
- Administrator reminder schedules
- Per-member reminder schedules
- Configured reminder-channel delivery
- Repeatable expiry communication
- Fewer membership dates handled from memory
How to manage membership recurrence
A practical path from setup to renewal.
Configure the membership structure once, then use the same clear process for every recurring relationship.
Define statuses
Create the membership stages administrators need to recognise and manage.
Create categories
Organise members by programme, tier or another meaningful relationship segment.
Enrol the member
Add a new recurrence record or create it directly from an existing customer contact.
Check the member list
Review all recurring members, their current position and upcoming expiry dates.
Schedule reminders
Configure action prompts for administrators and communication for individual members.
Follow up and renew
Send expiry reminders early, complete the next action and continue the recurrence.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Membership & Recurrence support setup, daily operations and continuous improvement.
Configure the foundation
Complete recurrence list
View all members participating in recurrence from one central account list.
Member-at-a-glance visibility
Review the member, recurrence period and current lifecycle position before taking action.
Expiry awareness
Identify recurrence that is approaching its end date before the relationship lapses.
Direct expiry reminders
Send renewal reminders to expiring members from the recurrence list.
New recurrence member
Register a new member directly in the recurrence workflow.
Recurrence terms
Record the information and period needed to manage the new recurring relationship.
Run day-to-day work
Create from contacts
Turn an existing customer or contact into a recurrence member without rebuilding the relationship.
Connected customer record
Keep membership activity associated with the original contact information and customer history.
Member status setup
Define statuses that reflect the membership lifecycle used by the organisation.
Status-based management
Use the current member status to separate active, pending, expired or other operational stages.
Member categories
Build programme, tier or relationship categories that make the member base easier to organise.
Category-based segmentation
Use categories to create clearer operational lists and more relevant member communication.
Control, report and improve
Administrator reminders
Schedule internal reminders so administrators know which membership actions are due.
Per-member reminders
Create reminder schedules for individual members and their recurrence milestones.
Configured reminder channels
Deliver scheduled communication through the organisation’s enabled reminder channels.
Retention workflow
Connect expiry visibility, reminders and renewal follow-up into one repeatable process.
How it works
A clear workflow from setup to insight.
Define
Set member statuses, categories and reminder rules.
Enrol
Add a new recurrence member or create one from an existing contact.
Monitor
Review all members and upcoming expiries from the recurrence list.
Retain
Notify administrators and members, then follow through on renewal.
See Membership & Recurrence in action
Let’s map iCRM to your real workflow.
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