--- title: "Agend CRM – members, renewals and revenue, off the spreadsheet" description: "One record for every member. Renewals that chase themselves. Payments that arrive in Xero already matched. Built for Australian membership organisations." url: "https://agend.com.au/crm" canonical: "https://agend.com.au/crm" last_updated: "2026-07-28" date_modified: "2026-07-28" source: "https://agend.com.au" --- # Agend CRM – members, 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. ## Sound familiar? - 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. ## What it does - **Everything 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. - **See 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. - **BECS, 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. - **The 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 ## 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. ## Proof > Agend lifted our corporate renewal rate by 93%, halved bookkeeping hours and gave our team 10-15 hours back every week. The renewal improvement alone justified the build. > > — Joanne Phillips, CEO, Australian Compliance Institute ## Migration is our job, not yours. - **How it works** — 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. - **What you keep** — 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. ## Frequently asked questions - **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. ## What you get either way - Australian owned & operated - Australian data residency - BECS, eWay & Stripe - Native Xero reconciliation - Full data export, no lock-in ## Contact Agend Systems Pty Ltd · ABN 23 666 566 365 - Email: hello@agend.com.au - Phone: 08 7120 8880 - Address: Suite 6, 153 Unley Road, Unley SA 5061 - Book a walkthrough: https://calendar.app.google/1UN1yBt3AzkxGW4X9 - LinkedIn: https://www.linkedin.com/company/agend-tm - Replies by the next Australian business day. ## Sitemap Every public page on this site, as markdown. Append `.md` to any URL, or send `Accept: text/markdown`. - [Full sitemap](https://agend.com.au/sitemap.md): every page with a one-line description - [sitemap.xml](https://agend.com.au/sitemap.xml): the machine-readable equivalent - [Home](https://agend.com.au/index.md) - [The Agend Membership Platform](https://agend.com.au/ams.md) - [Member experience](https://agend.com.au/member-experience.md) - [One record: fourteen days, both sides](https://agend.com.au/member-experience/one-record.md) - [Workflows](https://agend.com.au/workflows.md) - [Intelligence (AI agents, in pilot)](https://agend.com.au/intelligence.md) - [CMS](https://agend.com.au/cms.md) - [CRM](https://agend.com.au/crm.md) - [Directory](https://agend.com.au/directory.md) - [Events](https://agend.com.au/events.md) - [Jobs](https://agend.com.au/jobs.md) - [Learn](https://agend.com.au/learn.md) - [Loop](https://agend.com.au/loop.md) - [Integrations](https://agend.com.au/integrations.md) - [Upbeat](https://agend.com.au/integrations/upbeat.md) - [Mailchimp](https://agend.com.au/integrations/mailchimp.md) - [Xero](https://agend.com.au/integrations/xero.md) - [CRM integrations](https://agend.com.au/integrations/crm.md) - [APIs](https://agend.com.au/integrations/apis.md) - [Making the switch](https://agend.com.au/making-the-switch.md) - [About Agend](https://agend.com.au/about.md) - [Glossary](https://agend.com.au/glossary.md) - [Member Journey Mapper](https://agend.com.au/workflows/studio.md) - [Insights](https://agend.com.au/insights.md) - [Choosing an AMS in Australia: the criteria that decide it](https://agend.com.au/insights/choosing-an-ams-australia.md) - [Member or contact? The question that makes quotes incomparable](https://agend.com.au/insights/member-or-contact-ams-pricing.md) - [What a professional association needs that a club does not](https://agend.com.au/insights/professional-association-system-requirements.md) - [Why switching association management systems feels so hard](https://agend.com.au/insights/why-switching-association-management-systems-is-hard.md) - [Renewal strategy starts before the renewal invoice](https://agend.com.au/insights/association-renewal-strategy.md) - [Re-engage inactive members without another generic email](https://agend.com.au/insights/re-engage-inactive-members.md) - [The first 90 days need more than a welcome email](https://agend.com.au/insights/member-onboarding-first-90-days.md) - [Why associations need a member-first website](https://agend.com.au/insights/member-first-website.md) - [When membership value is hard to explain, make it visible](https://agend.com.au/insights/communicate-membership-value.md) - [Events are a retention tool, not simply a ticketing task](https://agend.com.au/insights/association-event-engagement.md) - [Targeted member communication starts with a record you trust](https://agend.com.au/insights/association-member-segmentation.md) - [CPD is a member benefit only when it is easy to prove](https://agend.com.au/insights/cpd-member-value.md) - [The non-dues revenue conversation is about member value too](https://agend.com.au/insights/association-non-dues-revenue.md) - [A younger-professionals strategy without excluding everyone else](https://agend.com.au/insights/younger-professionals-association-strategy.md) - [Responsible AI for associations begins with trust](https://agend.com.au/insights/responsible-ai-for-associations.md) - [Privacy](https://agend.com.au/privacy.md)