Trillium
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.
- Company typePrivate
- Founded2010
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
Trillium firmographics
Firmographics- 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
Trillium industry classification
Industry- 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
Where Trillium is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Trillium business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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.
- Website Solutions: Design and development of websites using Sitecore and Umbraco CMS platforms, including UX/UI, self-service portals, integrations, and ongoing support.
- Digital Consultancy: Strategy consulting services including marketing and communications strategy, content and engagement strategy, digital auditing, campaign planning, social media strategy, personalisation, and automation.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Microsoft Dynamics 365 licensing from £6 to £86.70 per user per month |
| Subscription | Annual | Solution Accelerators licensed on subscription or perpetual purchase |
Go-to-market motion2 records
Distribution channels7 records
Marketing channels7 records
Trillium product offering
Product offeringCore 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
Companies that use Trillium
Customer profileNamed customers15 records
Segments3 records
Ideal customer profiles3 records
Trillium technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability3 records
Feature5 records
Trillium partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, primary and minor.
- ClearCourse Partnership LLPcoreTrillium 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.
- MicrosoftcoreMicrosoft 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.
- dotdigitalprimaryPreferred 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.
- SitecoreprimaryCertified Sitecore implementation partner. Sitecore is the leading member, customer and donor experience platform providing contextual intelligence, personalisation, and campaign management capabilities.
- UmbracoprimaryUmbraco 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.
- ClearAcceptcoreCard 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.
- ClearDebitcoreDirect 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 ServiceprimaryUK 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 NetworkprimaryOfficial 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 SolutionsminorEU 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
Trillium competitors and assessment
Company assessmentBroad 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
Trillium social profiles
Digital presenceTrillium financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trillium leadership team
Management profileNumber of profiles
Profiles2 records
Trillium funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trillium M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trillium
What does Trillium do?
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.
Is Trillium a public or private company?
Trillium is a private company. It is classified as private equity controlled and is currently operating.
When was Trillium founded?
Trillium was founded in 2010. It employs 11 to 50 people.
Where is Trillium based?
Trillium is headquartered in London, United Kingdom, in the Europe region.
How does Trillium make money?
Five revenue lines are on record. CRM Solutions and Implementation is the primary driver. The others are website Solutions, digital Consultancy, software Licensing and integrated Payments.
Who are Trillium's main competitors?
Broad incumbents on record are Avanade, Capgemini, KPMG Microsoft Business Solutions and HCLTech Microsoft Business Applications. Direct peers are Advania and Hitachi Solutions. Emerging players are Slalom, Personify (iMIS), Community Brands and BDO Microsoft Dynamics Practice.
Does Trillium have an API?
No public API is recorded for Trillium.
What industry is Trillium in?
Trillium's product category is Membership and charity CRM software services. Its primary akta.pro industry code is BPAEAGAC, CRM Implementation & Customization Services. Its NAICS code is 5415 and its SIC code is 7371.