Manage member renewals on Salesforce, automatically
Renewalz is a member renewal management app built on Salesforce. From online joins and direct debit collection through to financial reporting, Renewalz automates the entire renewal cycle so your team spends less time on admin and more time supporting members.
Designed specifically for membership organisations, associations, and unions, Renewalz removes the manual work, reduces revenue leakage, and gives you complete visibility of your membership finances in one place.
Do these challenges sound familiar?
Managing member renewals on Salesforce shouldn’t be manual, time-consuming or complicated.
Renewals are taking up your team’s time
Membership renewals shouldn’t require your staff to manually chase payments, send reminders, and reconcile transactions. Without an automated process, renewals become a recurring drain on time and resources.
Payments are slipping through the cracks
When direct debit collection isn’t integrated with your membership system, failed payments go unnoticed, and revenue walks out the door. There’s no reliable way to know what’s been collected, what’s outstanding, or how to follow up.
Your membership plans are too complex for a generic solution
Annual, monthly, rolling, pro-rata, instalment plans – most tools weren’t built to handle the variety that membership organisations need. Managing exceptions manually creates errors and inconsistency across your member base.
Renewalz makes member joins and membership renewals easy and cost-efficient.
Stop spending staff time on renewal admin
Renewalz handles the entire renewal cycle automatically based on your saved configurations, from calculating fees to collecting direct debit payments. Your team stops chasing renewals and starts focusing on the work that actually grows membership.
Protect and grow your renewal revenue
Every failed payment, missed renewal, and lapsed member represents revenue your organisation isn’t collecting. Renewalz’s automated renewal engine and integrated payment processing ensures fees are collected on time, every time.
Give members a seamless renewal experience
Renewalz gives members a smooth, paperless experience with flexible payment options, reducing friction at the moment that matters most for retention.
Get full visibility of your membership finances
Renewalz records every transaction automatically and exports cleanly to your accounting system, giving your finance team the audit trail they need and reducing the risk of errors or compliance gaps.
A member of our team will reach out within 24 hours to arrange a short call with you to discuss your current set up and challenges. We can also organise a demonstration of Renewalz for your team.
Automate the member renewal process and free your team to focus on members, not spreadsheets.
Online Member Joins
Members can join online through customisable forms, see their calculated membership fee, and set up a direct debit mandate – all in one seamless journey. Staff receive applications directly in Salesforce and can approve or process them through a built-in workflow, removing the need for manual data entry.
Automated Renewal Engine
Membership fees are calculated and collected via direct debit based on your saved configurations, whether you run anniversary or calendar date fee cycles. Renewal templates give staff the flexibility to renew members in selective batches rather than processing everyone at once.
Flexible Membership Plans and Fee Rules
Annual, monthly, and rolling membership plans are all supported, alongside custom fee rules, instalment plans, and pro-rata calculations for mid-cycle joiners. For organisations like trade unions where fees vary by grade, salary band, or employment type, Renewalz handles the complexity without manual workarounds.
Direct Debit Payment Processing
Renewalz connects to SmarterPay or your chosen payment provider via Zentso’s Cloudtoolz middleware, with paperless mandate setup built into the member join journey. Every payment (success, failure, or cancellation) is visible on the member record, giving staff full visibility without leaving Salesforce.
Member Self-Service Portal
Members can update their personal, employment, and payment details through a self-service portal without needing to contact staff.
Financial Sub-Ledger and Accounting Export
Every fee collected, failed payment, and adjustment is recorded in a financial sub-ledger within Salesforce and can be exported cleanly to your accounting system. Finance teams get the audit trail they need without manual reconciliation across disconnected systems.
Why choose Renewalz?
Purpose-built for membership organisations
Most payment and renewal tools were built for e-commerce or generic subscriptions, not membership. Renewalz was designed specifically for the complexity of membership organisations and trade unions. You get a solution that fits how you actually work, not one you have to bend out of shape to make it work.
Everything in one place, native on Salesforce
No bolt-ons, no workarounds, no jumping between systems. As Renewalz is native to Salesforce, your member data, payment history, renewals, and financial records all sit in one place. Staff work in a single system, data stays clean, and you get the full power of Salesforce’s reporting and automation alongside your renewal engine.
Backed by sector-specific expertise
Zentso’s team has decades of experience implementing CRM solutions for membership organisations, associations, and unions. From implementation through to ongoing support, you have specialists on hand who understand the challenges you face and can help you get the most from your technology.
FAQs
If you can’t see an answer to your question, please get in touch.
Renewalz was built for membership organisations, associations, and trade unions that manage member renewals and fee collection. It is commonly used by membership, finance, and operations teams within these organisations.
Yes, Renewalz is built natively on Salesforce. If you are not yet on Salesforce, Zentso can help you with implementation as well as getting Renewalz up and running.
Renewalz integrates with SmarterPay and other direct debit providers via Zentso’s Cloudtoolz middleware. If you use a different provider, get in touch and we can discuss your options.
Yes. Renewalz supports annual, monthly, and rolling membership plans, alongside custom fee rules, instalment plans, pro-rata calculations, and salary or grade-based subscription bands, making it suitable for organisations with complex membership structures.
Renewalz records all transactions in a financial sub-ledger within Salesforce that can be exported to external accounting systems, giving your finance team a clean and auditable record of all membership income.
Implementation timescales depend on the complexity of your membership structure and existing systems. Zentso’s specialists will work with you to scope the project and agree a realistic timeline before you commit.
Pricing has two elements: an annual licence fee and an initial implementation cost. Please get in touch with the team for a quote based on your organisation’s size and requirements.
Zentso offers ongoing support packages to ensure you get the most from Renewalz after implementation. Our team of membership CRM specialists is on hand to help as your organisation grows and your needs evolve.