Meet HubSpot for

Membership Orgs.

Finally, a solution that combines best-in-class CRM, membership management, marketing, web management, automation and reporting all under one roof.

  • Designed specifically for partnership and membership-led models

  • Fixed scope, predictable delivery and faster time to value

  • One connected system for managing members, events, payments and reporting

  • Built on HubSpot, made bespoke for membership organisations
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Get a Demo and see how we get CRM right for Partnership Organisations. First time.

Trusted by Membership Organisations
Why Most Systems

Don't work

Most platforms were designed around transactions, not relationships.
They assume a simple model: one organisation, one buyer, one deal.

Membership organisations don’t work like that.

Value is delivered over time, across multiple organisations and individuals. Engagement is layered and ongoing, with members joining, renewing, attending events, accessing resources, sitting on committees and influencing others, often all at once.

Add renewals, approvals, gated access, events, sponsorships and reporting obligations, and many systems quickly fall apart.

The result?

Disconnected data, manual workarounds and limited visibility into who’s engaged, who’s at risk and where value is actually being created.

This implementation is designed to fix that.

An end-to-end membership management platform that reflects how membership organisations really operate, built on HubSpot in the background.

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One shared system for organisations, people and partnership activity

This approach connects organisations, contacts and activity into a single operating view.

Instead of treating every interaction as a “deal”, HubSpot is configured to reflect how partnership organisations actually function — tracking relationships, engagement and value over time.

See Partner Engagement — Not Just Records

Most organisations know who their partners are, but not how engaged they actually are.

Manage Complex Partner Structures with Confidence

Partnership organisations rarely deal with single contacts.

HubSpot is configured to handle this complexity cleanly — without custom-built systems that are expensive to maintain or hard to change.

Reduce Admin Without Losing Control

Approvals, renewals and updates shouldn’t require constant manual intervention.

This approach automates the operational burden while keeping governance intact.

Turn Events and Communications into Measurable Engagement

Events and communications are often your biggest drivers of value — yet they’re usually tracked separately.

Here, they’re connected directly to partner records.

A Platform That Grows With Your Partnership Model

Partnership organisations evolve.

New partner tiers, new events, new services, new reporting needs.

This HubSpot implementation is designed to scale — without rebuilding your CRM every time your model changes. Start with what matters now, then extend as your organisation grows.

What This Solves

For You

LEADERS
OPERATIONS
MARKETERS
This implementation gives senior leaders clear, real-time visibility into partner engagement and overall value, replacing assumptions with live insight. HubSpot is implemented as a scalable, future-proof platform that can evolve as the organisation grows, without locking you into fragile custom builds.
Operations and membership teams gain a single source of truth for partner and organisation records, eliminating duplication and confusion across systems. Approvals, renewals and reminders are automated to reduce manual workload, while everyday processes are simplified and standardised.
Marketing and communications teams can run targeted partner communications using live CRM data, rather than static lists or disconnected tools. Events, updates and campaigns are directly linked to partner records, making engagement easier to track and improve over time.
Partner Lifecycle

Management

Most membership management platforms treat relationships as transactions, with little understanding of renewals, ongoing engagement or partner value over time. For partnership organisations, that leads to poor visibility, manual tracking and missed risk signals.

We help partnership organisations implement HubSpot around the full partner lifecycle, not one-off interactions — giving you a single, reliable view from initial enquiry through to renewal (and beyond).

Key features:

  • Central partner and organisation records as a single source of truth

  • Clearly defined lifecycle stages (prospect → active → renewal → lapsed)

  • Automated approvals, renewals and reminder workflows

  • A complete engagement timeline showing every interaction, activity and update

Events

Management

Events are often the heartbeat of partnership organisations — yet they’re usually managed outside the CRM. That creates gaps between attendance, engagement and follow-up, making it hard to understand which events actually drive value.

This approach brings events directly into HubSpot, linking every registration and interaction back to partner records.

Key features:

  • Support for both partner-only and public events

  • Simple event registration linked directly to partner and contact records

  • QR-code check-in via mobile app (including offline scanning)

  • Automatic write-back of attendance and engagement data into HubSpot

Secure User

Portal

Most partnership organisations rely on email, PDFs and manual updates to manage partner access. That increases admin workload and creates frustration for partners who expect self-service.

Our HubSpot Implementation includes a secure, CRM-driven partner portal, giving partners controlled access to the information that matters — without compromising governance.

Key features:

  • Secure login for partners and affiliated organisations

  • Access to membership status, events, invoices and shared resources

  • Partners update their own details, reducing internal admin

  • Role- and status-based access control to protect sensitive information

And it's a Solution

That Works

This approach isn’t just theory — it’s grounded in experience with partnership organisations who face the same challenges you do.
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Legal Island

Legal Island - an award-winning workplace compliance organisation,  needed a CRM that could unify customer data, support multiple revenue streams, and integrate seamlessly with their website and self-service portal.

Although they recognised HubSpot’s potential, they lacked the internal expertise to implement it effectively without introducing risk.

Working with Axon Garside, Legal Island adopted a structured HubSpot implementation that:

  • Consolidated fragmented data into a single source of truth

  • Integrated HubSpot with their Craft CMS website and customer portal

  • Introduced clearer pipelines, reporting and governance

  • Prioritised training and ownership so the team could run the system independently

“Working with the team at Axon Garside has been a collaborative and structured experience - their clear framework for communication and willingness to guide us through best practices made all the difference.”

Jayne Gallagher, Managing Director, Legal Island

Read the Story
What's

Next?

If you’re ready to see how HubSpot could work for your business, get started by:

Booking a 1:1 bespoke demo with our Commercial Director

If you’d prefer a more tailored approach, book a private session with our Commercial Director.

  • Explore how the pre-configured model would map to your systems, your processes, and your commercial goals.
  • Discuss integration with your existing tech stack, so you can see where efficiencies and savings will be made.
  • Get sector-specific insights based on our experience working with building suppliers just like you.
  • Walk away with a clearer understanding of the exact business impact the CRM could deliver for you.

This option is ideal if you want to cut straight to a personalised discussion on how the system could support your business growth.

Book a Demo
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