CRM for trade unions

38 years of trade union experience

Millertech’s Merlin is a fully integrated CRM for trade unions and contains all the core functionality to support and serve members more efficiently. It streamlines members’ daily administration and onboarding and manages complex subscriptions, events, communication and balloting tasks.

The flexible solution integrates seamlessly with many essential third-party applications including finance systems, embedded payment solutions, document management systems and e-learning platforms.

With membership numbers growing, modern trade union movements face increasingly complex challenges. Merlin provides a fully-featured and customisable software solution based on nearly four decades of specialist sector expertise.

At a glance

  • Specialist CRM for trade union membership
  • Facilitate subscriptions and elections
  • Case management and events lifecycle
  • Analyse key information

Product features

The software has all of the core functionality required to provide a comprehensive CRM solution with a core database of people, organisations and relationships and will enable you to know your members better, communicate with them more effectively and increase your income in a number of different ways.

Member service

Administer and facilitate the self-service of membership contact data to ensure reliable balloting mechanisms and accurate respect of contact consents


Facilitate the efficient, transparent and secure management of nominations and elections at all levels


Manage multiple level member subscriptions through a variety of payment methods to ensure a seamless experience for members

Case management

Manage and track simple or sophisticated workflows to optimise every interaction with members or third parties

Events management

Plan, manage and analyse the success of seminars, events and larger conferences with minimal manual administration

CPD management

Access all the tools needed to organise and run examinations, seminars and training courses in the most efficient way

Member comms

Manage communication via branded e-mail marketing tools to drive member acquisition and retention while tracking engagement


Create intelligent reports using smart analytics to provide strategic insight on membership trends, upcoming challenges and opportunities

Enquiry management

Includes a call centre module to help telephone agents process more calls and improve the service they offer to members

Don’t just take our word for it …


Sector insights

Schedule your consultation

More than 150 respected organisations have called on us over the past 38 years

Learn how Millertech will solve your membership and administration challenges by scheduling a call with one of our product experts

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