- Members
- Statuses, tags, custom fields, notes and a timeline of calls, meetings, payments and events. CSV import that reports errors row by row.
- Applications
- Join forms on your website. Approving an application creates the member, and staff are emailed when one arrives.
- Plans
- Monthly, quarterly or annual, with events included where you choose.
- Renewals
- Reminders, invoice, grace period, follow-ups and expiry on a schedule you control. Off until you turn it on.
- Events
- Packages with their own price, seats and limits. 30-minute seat holds, waitlists, members-only events, check-in.
- Sponsorships
- Limited slots per period, benefits tracked as a delivery checklist on every sale.
- Billing
- Numbered invoices, manual payments, online card and bank payments through your own Stripe account.
- Accounting export
- Double-entry journal entries for QuickBooks, cash or accrual, with your account codes.
- Board report
- Eight measures against the previous period, printable, with caveats where they belong.
- Email
- A block builder with an Outlook-safe preview, scheduled campaigns from your own domain, and delivery analytics.
- Automations
- Eight triggers, from member joined to tag added, with email, wait and condition steps.
- Forms and surveys
- Contact forms with nine field types. Surveys with seven question types, NPS and an anonymous option.
- Directory, deals and jobs
- Listings members update from the portal, and member-submitted deals and jobs that staff approve.
- Committees
- Standing, ad hoc, advisory and executive, with chairs, secretaries and term dates.
- Member portal
- Members pay invoices, save a card, see their events and edit their listing.
- Website content
- Blog, pages and team profiles, served to your website through the API.