Trillium

What Trillium does

Trillium is a UK-based digital transformation specialist delivering CRM, website, and digital consultancy solutions exclusively to membership organisations, charities, and not-for-profit bodies. The company operates as the trading identity of ClearCourse Membership Services Limited (registered in England and Wales), a subsidiary within the ClearCourse Partnership LLP group — a 700+-employee UK software and payments conglomerate formed in 2018 with private equity backing from Aquiline Capital Partners of New York. Trillium's named client base spans professional royal colleges, chartered institutes, trade associations, trade unions, regulatory bodies, an exam board, a major political party, and charities, with vertical specialisation — not horizontal product breadth — as the defining go-to-market principle.

The company's core technology is Microsoft Dynamics 365 CRM, sold and implemented under its Microsoft Gold Partner status and extended through a proprietary portfolio of "Solution Accelerators": pre-built, modular IP covering Membership, Events, Financials, Fundraising, CPD, Boards and Committees, Exams, and Publications, which compress typical implementation timelines and can be licensed on subscription or perpetual terms with source code. Website offerings run on Sitecore and Umbraco CMS, marketing automation is integrated via dotdigital Engagement Cloud, and payments are handled through sister-group products ClearAccept (FCA-authorised card payments) and ClearDebit (Direct Debit bureau). A trademarked "Migration to Happiness" methodology targets clients looking to remediate prior Dynamics 365 implementations without scrapping existing investment, and ancillary integrations include Twilio (SMS), Bing Maps (postcode lookup), and the full Microsoft Power Platform (Power Apps, Power BI, Power Automate, Dataverse, Azure).

Revenue is generated primarily through professional services engagements — CRM and website implementation, migration, training, support, and a Digital Consultancy practice spanning strategy, content, and UX — supplemented by recurring software licensing of Dynamics 365, Sitecore, Umbraco, and dotdigital (with Microsoft Not-for-Profit licensing offering up to 80% discounts for registered charities) and transaction fees from integrated payments. Distribution combines direct enterprise engagement with vertical decision-makers, certified partner channels with Microsoft, Sitecore, Umbraco, and dotdigital, a UK Crown Commercial Service G-Cloud 12 marketplace listing for public-sector procurement, and an Official Network Partner relationship with the MemberWise industry body that grants conference presence at Membership Excellence and content syndication.

Name

Trillium

Legal name

ClearCourse Membership Services Limited

Website

https://trillium.net

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Trillium delivers CRM, website, and digital consultancy solutions for UK membership organisations, charities, and not-for-profit bodies, built on Microsoft Dynamics 365 with proprietary Solution Accelerators within the ClearCourse Partnership LLP group.

Ownership category

akta.pro rank

Product category

Membership and charity CRM software services

NAICS

Computer Systems Design and Related Services (5415), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

Keywords

• Microsoft Dynamics 365 CRM
• Membership management software
• Charity fundraising solutions
• Website design services
• Digital transformation consulting

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. CRM Solutions and Implementation: Implementation and customisation of Microsoft Dynamics 365 CRM solutions for membership and charity organisations. Includes solution architecture, consulting, security, integration, migration, training, support and maintenance services.
2. Website Solutions: Design and development of websites using Sitecore and Umbraco CMS platforms, including UX/UI, self-service portals, integrations, and ongoing support.
3. Digital Consultancy: Strategy consulting services including marketing and communications strategy, content and engagement strategy, digital auditing, campaign planning, social media strategy, personalisation, and automation.
4. Software Licensing: Resale and licensing of Microsoft Dynamics 365, Sitecore, Umbraco, and dotdigital platforms. Solution Accelerators can be licensed on subscription or purchase model with source code and documentation.
5. Integrated Payments: Card payment processing through ClearAccept and Direct Debit services through ClearDebit, integrated into the CRM and website solutions. FCA authorised payment services.

Pricing tiers

Go-to-market motion2 records

Distribution channels7 records

Marketing channels7 records

Core offering

Trillium delivers Microsoft Dynamics 365-based CRM solutions, website design and development using Sitecore and Umbraco CMS, and digital consultancy for membership organisations, charities, not-for-profits and selected public sector buyers. It supplements this with proprietary, modular Solution Accelerators for Membership, Events, Financials, Fundraising, CPD, Boards and Committees, Exams, and Publications, which can be implemented in weeks rather than months and licensed with source code. Integrated payments via ClearAccept (cards) and ClearDebit (Direct Debit), alongside dotdigital marketing automation, round out a platform-plus-modules architecture branded as a 'system of intelligence' for member and donor engagement.

Product overview

Trillium is an end-to-end digital transformation provider specialising in CRM and website solutions for membership organisations and charities. The offering is a platform-plus-modules architecture built on Microsoft Dynamics 365 as the core CRM, supplemented by website solutions using Sitecore CMS and Umbraco CMS, integrated payment processing through ClearAccept and ClearDebit, and dotdigital Engagement Cloud for marketing automation. Solution Accelerators (pre-built modules for Membership, Events, Financials, Fundraising, CPD, Boards, Exams, and Publications) extend the Dynamics 365 platform with sector-specific functionality. Digital Consultancy services complement the technology solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• CRM Solutions CRM Solutions provides secure and scalable Microsoft Dynamics 365 CRM implementations for membership and charity organisations, including solution architecture, integration, migration, training, support and maintenance, underpinned by proprietary Solution Accelerators for Membership and Charity.
• Website Solutions End-to-end website design, development and ongoing support using Sitecore and Umbraco CMS platforms, including UX/UI design, self-service portals, integration with CRM, and digital experience delivery for membership and charity organisations.
• Digital Consultancy Strategic digital and marketing consultancy covering marketing and communications strategy, content and engagement strategy, digital auditing, campaign planning, social media strategy, personalisation, and automation for membership and charity organisations.
• Solution Accelerators Pre-built modular software solutions for Membership, Events, Financial transactions, Fundraising, CPD, Boards and Committees, Exams and Training, and Publications, compatible with Microsoft Dynamics 365 Online or On-Premise, and licensable on subscription or one-off purchase with source code and documentation.
• Integrated Payments Integrated payment processing for membership and charity clients, combining ClearAccept (card payments, FCA-authorised) and ClearDebit (Direct Debit bureau) for online, phone and recurring member payment setup and reconciliation.
• dotdigital Engagement Cloud Implementation Marketing automation implementation using dotdigital Engagement Cloud, integrated with Dynamics 365, to deliver email marketing strategy, omnichannel campaigns, personalisation, preference management and automation for membership and charity clients.
• Sitecore CMS Implementation Certified Sitecore implementation service for clients seeking contextual intelligence, web personalisation, and campaign management across web, mobile, social, retail and print channels.
• Umbraco CMS Implementation Certified Umbraco CMS implementation providing a flexible, cost-effective .NET open-source content management system with member and charity-focused enhancements, personalisation and tracking.

Quantifiable outcome

• 8,000 increase in members by Dec 2019 (28% increase in student members under 25s)
• +12 more outcomes

Named customers15 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability3 records

Feature5 records

Partnerships

Ten partnerships are on record, tiered core, primary and minor.

• ClearCourse Partnership LLPcoreStrategic or Co-development PartnerTrillium is part of ClearCourse Partnership LLP, a group of complementary software and solutions companies with integrated payments platform ClearAccept and professional service businesses. Headquartered in London with brands throughout the UK.
• MicrosoftcoreTechnology or IntegrationMicrosoft Dynamics 365 CRM Gold Partner. Trillium uses Dynamics 365 as the core platform for membership and charity engagement solutions. Also part of Microsoft Power Platform ecosystem using Power Apps, Power BI, Power Automate, and Dataverse.
• dotdigitalprimaryTechnology or IntegrationPreferred marketing automation platform partner. dotdigital Engagement Cloud integrates seamlessly with Dynamics 365 for personalised communication, automation, and preference management. Trillium works with dotdigital to deliver email marketing strategy and implementation.
• SitecoreprimaryTechnology or IntegrationCertified Sitecore implementation partner. Sitecore is the leading member, customer and donor experience platform providing contextual intelligence, personalisation, and campaign management capabilities.
• UmbracoprimaryTechnology or IntegrationUmbraco Certified Partner. Umbraco is described as the 'friendly CMS' - an open source .NET content management system. Trillium has developed membership and charity focused solution accelerators for Umbraco.
• ClearAcceptcoreTechnology or IntegrationCard payment partner providing integrated online and phone payment solutions. FCA authorised and regulated under Payment Service Regulations 2017 (FRN 926372). Part of ClearCourse group, intrinsic throughout the Trillium solution.
• ClearDebitcoreTechnology or IntegrationDirect Debit partner providing integrated Bureau service for setting up convenient Direct Debit payments. Part of ClearCourse group, integrated into Trillium's solutions for improved member retention.
• Crown Commercial ServiceprimaryChannel Partner/ Reseller/ DistributorUK Government body operating G-Cloud 12 Digital Marketplace. Trillium awarded place on this public sector marketplace for cloud software services, enabling easier procurement for government and public sector organisations.
• MemberWise NetworkprimaryGTM or Marketing PartnerOfficial Network Partner of MemberWise Network. Long-time official partner and sponsor of Membership Excellence Conference. Collaborates on content including sponsored guides on member retention.
• Portrilio SolutionsminorOthersEU Representative appointed for GDPR Article 27 compliance. Part of Trillium Limited, which is a member of the ClearCourse Partnership LLP group. Located in Porto, Portugal.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Avanade: Accenture and Microsoft joint venture and the world's largest dedicated Microsoft Dynamics 365 implementation partner. Comparable because it operates in exactly the same Dynamics 365 services and platform space as Trillium, but at far greater scale and across many verticals, including NFP-adjacent work.
• Capgemini: Global SI running a significant Microsoft Dynamics 365 practice alongside broader enterprise transformation work. Comparable as a broad incumbent competing on Dynamics-enabled CRM and digital transformation programmes, including in regulated and member-based sectors in the UK.
• KPMG Microsoft Business Solutions: KPMG's global Microsoft Dynamics 365 (Business Solutions) practice delivers large-scale Dynamics implementations, including in the UK membership and charity space. Comparable as a direct competitor for NFP/membership CRM transformation mandates where Trillium also bids, albeit with substantially more consulting leverage.
• HCLTech Microsoft Business Applications: Large global Microsoft Dynamics 365 partner (formerly known for the DRYiCE and ARETES practices). Comparable as a broad incumbent offering end-to-end Dynamics implementation and managed services at scale, including for association and NFP-style clients in the UK and Europe.

Direct peers

• Advania: Microsoft Dynamics 365 Gold Partner operating across the UK and Nordics with a similar mid-market and public sector orientation. Closely comparable in size, partner model, and customer profile, frequently competing for similar UK CRM bids.
• Hitachi Solutions: Global Microsoft Dynamics 365 Gold Partner with strong UK presence delivering CRM and industry-specific solutions. Directly comparable as a fellow Dynamics partner building sector accelerators and competing for similar NFP and association mandates in the UK mid-market.

Emerging players

• Slalom: Global consulting firm with a strong Microsoft Dynamics 365 and Power Platform practice serving mid-market and association clients. Comparable as a fellow mid-market Dynamics specialist that increasingly competes for NFP and membership transformation deals where Trillium also plays.
• Personify (iMIS): Long-standing membership management SaaS vendor (iMIS platform) used by associations, chambers, and professional bodies worldwide. Comparable as an adjacent membership software provider whose clients overlap with Trillium's end-customers, sometimes as a competing platform vs a Dynamics-based implementation.
• Community Brands: Vertical SaaS roll-up (YourMembership, NimbleUser, StarChapter, Wild Apricot, etc.) serving associations, chambers, and membership organisations. Comparable as an adjacent technology provider whose membership-focused products sometimes substitute for — or integrate with — Trillium's Dynamics 365 stack.
• BDO Microsoft Dynamics Practice: BDO's Microsoft Dynamics 365 practice delivers CRM implementations to associations, charities, and mid-market commercial clients. Comparable as a competing Dynamics partner pitching similar vertical solutions and competing for the same RFP pool as Trillium.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/trilliumx
• Facebookfacebook.com/TrilliumX
• LinkedInlinkedin.com/company/trilliumx
• Instagraminstagram.com/trillium_x

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trillium