A complete, modern membership platform in your own Microsoft tenant. Your data, your brand, your code.
Multiple databases and silos is the sector's #3 challenge, and 59% of organisations that integrated their systems say ease of integration fell short of expectations.
FLUIDX: One platform for CRM, portal, payments and events, unified by design rather than bolted together.
Inability to automate administrative tasks is the #2 challenge, and 77% of membership bodies report an increase in cost and workload.
FLUIDX: Renewals on autopilot, card and Direct Debit collected automatically, and AI-assisted application review.
It's the sector's #1 challenge. Only 61% measure engagement, and 75% of those rely on surveys.
FLUIDX: Engagement insight from what members actually do, with early warning on members at risk of leaving.Early access
Inadequate online self-service is the #5 challenge.
FLUIDX: A member portal where members join, renew, pay, book and update their details online.
Source: MemberWise Digital Excellence Report 2026.
Illustrative
Northstar Fellows — member dashboard
Fictional organisation and member, for illustration only.
Membership
Fellow · Active
Auto-renew
On
Upcoming event
Northstar Forum
Application
Chartered grade · In review
One queue for every application.
Full history on every member: subscriptions, payments, event bookings and communications.
Capacity, attendee lists and custom registration forms.
Orders, payment status, refunds and Direct Debit reconciliation.
Every email tracked, an audit trail on every change, and role-based security.
FLUIDX comes complete, and it’s headless by design.
Everything you need to run your membership: CRM, admin and a branded member portal, configured for your organisation and ready to launch. The fastest route from decision to go-live.
Book a demoCard payments via Stripe, with saved cards.
The full BACS lifecycle handled automatically: AUDDIS, ADDACS, ARUDD and DDIC.
No lock-in to a single payment provider.
Daily scheduler, off-session charge, automatic retry, contact before lapse, a win-back path for lapsed members and a full audit.
Monthly payments and instalments.
Advisory review against tier criteria. The admin always decides. Data-minimised and audited.
Scan a paper application and AI extracts the answers.
Ask plain-English questions of your own membership data, with the source of each answer shown.
Risk scores with explainable reasons.
UK data residency and per-tier data minimisation for AI.
API-first. Every member journey runs through secure, documented APIs, the same ones our own portal uses.
Membership data and admin tools on Microsoft's business application platform.
Portal and services hosted on Microsoft Azure.
Hosted in Microsoft's UK regions.
Secure member sign-in.
Data encrypted at rest and in transit.
Most membership organisations choose between three options: legacy systems that are dated and costly to maintain, generic CRMs that never quite fit the membership model, or custom builds that take long, cost a lot and need maintaining for ever. FLUIDX sits between them.
| Criterion | SaaS product | Custom build | FLUIDX |
|---|---|---|---|
| Fit to the membership model | Fixed to the product | Built to fit | Built for membership, extended where needed |
| Brand control | Limited theming | Full | Full |
| Where data lives | Vendor's platform | Wherever it's built | Your own Microsoft tenant |
| Who owns the code | The vendor | You, after a long build | You |
| Roadmap control | The vendor's roadmap | Yours, at full cost | Yours, on a maintained product base |
01
Start with the free maturity session or a Sandbox Demo, then test FLUIDX against your membership model.
02
Configure the platform in your tenant, add the modules you need and make agreed changes at defined extension points.
03
Hypercare, training, managed support and a clear route for change requests.
