Member Management Features

Track committee members participation history, roles and dates.

Provide dedicated, secure spaces for committee collaboration.

Centralize documents and files for easy access and sharing.

Generate certificates effortlessly, saving time and resources for your organization.

Offer certificates for events, continuing education credits, memberships, and learning management courses, all accessible inside the member portal.

Empower members to download and print certificates at their convenience, promoting engagement and satisfaction.

Use ready-to-use templates or create a custom one from scratch.

Easily segment your audience for personalized communication.

Members can choose to subscribe to specific email lists or newsletters.

Empower your members: Track credits effortlessly inside the member portal.

Automate credit collection, email reminders, approval process and more.

Simplify administrative tasks: Harness automated certificate and transcript generation with comprehensive reporting tools

Gain holistic insights into member interactions, preferences, and engagement history.

Centralize and organize member and contact information.

Identify loyal champions who advocate for your organization’s mission and detect potential churners early to proactively address retention challenges.

Organize discussions for efficient knowledge sharing and collaboration.

Keep members engaged with real-time notifications for new posts and replies.

Manage discussions effectively with moderation tools embedded in our membership management software, promoting a positive community environment.

Simplify registration: No login required, customizable forms, and open to non-members.

Streamline refund processes with automation, freeing up valuable administrative time.

Gain insights into event performance with real-time reporting and access attendance rosters effortlessly.

Store all documents and files in one secure location for easy access.

Control access to files with customizable user permissions and security settings.

Organize files with a customizable folder structure to suit your organization’s needs.

Protect sensitive financial data and ensure compliance with industry standards and regulations.

Integrate with Worldline, Stripe and Authorize.net payment gateways for seamless and secure payment processing.

Gain actionable insights into financial performance and growth with real-time analytics and reporting.

Easily create and customize forms with a user-friendly drag-and-drop interface, no coding required.

View and manage form submissions easily with built-in submission management features.

Create a variety of forms tailored to your organization’s needs, including membership registration forms, event registration forms, and CRM contact forms.

Manage donor relationships and track donations received.

Enable donors to set up recurring donations for ongoing support and sustainability.

Monitor the performance of fundraising campaigns with real-time analytics and reporting.

Member organizations can create and customize job listings to attract top talent and promote their unique organizational culture.

Share job openings from member organizations on social media to reach a wider audience and attract more qualified candidates.

Generate new revenue streams by monetizing your job board postings.

Manage, track and deliver your online courses and documents using one single platform.

Deliver career-advancing training that drives engagement and value for members.

Generate new revenue streams by monetizing your learning content.

Quick application, smooth new member experience and simplified data collection.

Automate member renewals, reduce member churn all while eliminating your admin workload.

Easily integrate PCI-compliant payment processors including Worldline, Stripe or Authorize.net.

Allow members to access inquiry forms and track their inquiries directly through the member portal.

Automate inquiry routing and response processes to streamline communication and resolution.

Enhance response efficiency by adding pre-defined response templates for frequently asked questions.

Publish member-only content, videos, training courses, directories, discussion forums and more.

Eliminate admin time by empowering members to manage their account inside the member portal.

Spot potential churn risks and recognize leaders among members, optimizing engagement strategies.

Manage your product inventory efficiently with tools for easy organization and updates.

Provide a seamless shopping experience with a user-friendly shopping cart and secure checkout process.

Track orders, manage inventory, and fulfill customer requests.

Target surveys and polls to specific member groups or demographics for more relevant and targeted feedback.

View survey and poll results in real-time, with customizable reporting features for data analysis and insights.

Allow members to provide feedback anonymously to encourage honest and candid responses.

Organize video content into categories for easy navigation and access.

Enable members to search and discover videos based on keywords, topics, or tags.

Create access permissions for video content based on membership levels.