Merlin Features

Membership & Organisations

Merlin enables you to manage member, contact and organisations data seamlessly and provides all the functionality to support and automate the management of memberships.

Subscriptions Processing

Merlin's Subscriptions Management Module offers users the ability to collect and manage subscription payments and supports - Direct Debits, Check-off, Credit Cards, Cheques etc.

Events & Conferences

Merlin provides users with a set of tools for running events that minimises the amount of administration required, whether it be a simple events or a more complicated registration processes like annual conference.

Education & CPD

Organising and running examinations, seminars and training courses in the most efficient way is of growing importance to organisations. Merlin provides you with the full tools to manage your Education and CPD requirements.

Enquiry Management

Merlin's Enquiries/Call Centre Management module helps telephone agents process more calls (using CTI), get better results and improve the service they can offer to your members.

Case Management

Merlin’s Case Management allows organisations to create, manage and track simple or sophisticated case workflows. It provides full tracking and managing your organisation's interactions with members or third parties.

Elections & Ballots

Our Elections and Ballots module allows organisations to cater for the nominations for elections and will help you manage your elections easily and securely.

Communications & Marketing

Merlin manages all incoming and outgoing letters, emails phone calls, sms and also records meetings and visits, whether these be individual or bulk mailing. Merlin enables users to creae rich HTML emails and track bounces, click-throughs, unsubscribes etc.

Statistics & Reporting

Organisations are wishing to be alerted earlier than ever to trends, patterns and developments in their information flows. Merlin provides a variety of predefined, user defined dynamic reports or dashboard graphical statistics.


Our Connect module facilitates seamless integration to third party applications. We have considerable experience with integrating to finance systems, MS Office, BACS, Mail Chimp, Document Management Systems, CTI, HR/payroll, E-commerce, E-learning and Websites – to name a few.