Case Study: The Chartered Institute of Building Services Engineers achieves modernised member management and event automation with Fonteva

The Chartered Institute of Building Services Engineers - Customer Case Study

The Chartered Institute of Building Services Engineers (CIBSE) is a professional body supporting building services engineers with membership grades, events and education for over 20,000 members. Facing legacy systems and many manual processes—paper forms, manual certificates and fragmented data—CIBSE needed a modern CRM with e‑store capability and stronger data infrastructure to automate workflows and improve the member experience.

CIBSE implemented Fonteva on Salesforce to centralise data, enable online payments, streamline event management and automate certificates and communications. Member engagement scoring now runs automatically to support GDPR legitimate‑interest decisions, events are easy to clone and update without technical help, and staff get real‑time dashboards and financial metrics—resulting in major time savings, clearer compliance and a more modern, scalable member experience.

The Chartered Institute of Building Services Engineers

Marc Turley

Head of CRM