Features

Features

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New features and upgrades happen every week...
here's just a partial list of what's included.

  • Websites

    Make a great first impression


    Beautiful and modern, never cookie cutter


    Mobile-friendly


    Easy, drag-n-drop editor


    Media library for photo galleries, videos, files


    Blogging feature for news, announcements, articles and more


    Search engine optimization


    Dynamically create pages to feature members, sponsors, chapters, etc.


    Hosting and SSL included


    Page visit analytics

  • Contact Database/CRM

    Get all of your contacts back in one place


    Unlimited contacts


    Unlimited custom fields and tags


    Easily create saved lists


    Powerful segmentation based on fields, tags, activities, and more


    See all communication (to and from) any contact


    Automatically captures key actions, tasks, notes, payments, documents


    Scan business cards to automatically capture contact info


    Any data submitted via form or survey automatically captured in record


    Customizable Engagement Scoring



  • Integrated Inbox

    Multi-channel communication from one inbox


    Email


    Text/SMS


    Phone with Voicemail


    Social Messenger


    WhatsApp


    Website Chat


    Integrate with Gmail and Outlook


    AI Writing Assistant - so you always know what to say



  • Marketing

    Many ways to spread the word


    Email Blasts - drag-n-drop modern email builder


    Track all statistics


    Email Automations - nurture relationships with pre-planned sequences


    Text / SMS - send time-sensitive messages


    Social Planner - create and schedule posts


    Voicemail Drops - automatically send


    Print Marketing - design and send postcards, flyers, mailers with return envelopes, etc.


    Facebook Business Manager - now integrated


    Social Ad Accounts - reporting built-in


    Social Media

    Now connecting to:


    Linked In


    Facebook pages


    Facebook groups


    Instagram


    TikTok


    X (formerly Twitter)


    YouTube


    Pinterest


    Google My Business


    Automatically respond to social comments



  • Social Media

    Now connecting to:


    Linked In


    Facebook pages


    Facebook groups


    Instagram


    TikTok


    X (formerly Twitter)


    YouTube


    Pinterest


    Google My Business


    Automatically respond to social comments

  • Forms & Surveys

    Eliminate Google forms, Survey Monkey, etc.


    Unlimited forms and surveys


    Unlimited submissions


    Data automatically integrates with contact records - no need to import info from form submissions


    Flexible design to match your brand/style


    Use logic to show/hide fields based on answers or to send to different urls after submission


    Easily download submissions as csv file


    Trigger automations to happen based on submission or answers to specific questions



  • Awards & Scholarships

    Build any kind of application using the flexible form builder


    Export submissions or notify staff/judges in real-time


    Automate follow-up based on your preferred practices


    Easily track previous recipients

  • Directories

    Member directories


    Partner directories


    Sponsor directories


    Chapter directories


    Event attendee directories

  • Events

    Flexible registration forms, payments, and automations allow you to do events the way YOU want


    Beautiful, modern calendar


    Allow on-site event submission with automatic publication (or approval)


    Segregate events with tags to show only certain types of events in different places


    Members can subscribe to calendars to automatically get your events into their preferred format

  • Communities

    Create private groups for members, committees, workgroups, your Board, event attendees, etc.


    Unlimited groups


    Unlimited members per group


    Use channels to organize topics


    Set to public or private


    Set to free or paid


    Easily match colors to your brand/style


    Automatically add/remove group access


    Automatically send notifications


    Able to access from desktop or mobile app


    Gamify engagement with leaderboard



  • Course Builder/LMS

    Use for member content, conference handouts, certification programs, digital products, etc.


    Unlimited courses


    Single courses or bundles


    Automatically add/remove access


    Embed videos from YouTube, Vimeo, etc. - or upload directly with no separate hosting required


    Design certificates for completion and automatically distribute


    Can connect course to a group for a truly interactive experience


    Drip out access based on date or upon completion of previous content


    Homework, quizzes, assessments



  • Certificates

    Design your own certificate to match your brand/style


    Automatically customize each certificate with the recipients details


    PDF copy stored in portal for each access later


    Automatically distribute certificates based on anything you'd like - completion of a course, attendance at an event, annual membership, etc.

  • Task Management

    Track tasks from assignment through completion


    Attach tasks to contacts


    Automate assignment


    Automate reminders


    Automate what happens next after task completion



  • Contracts

    Create signable agreements - perfect for managing speakers, sponsors, etc.


    Automatically distribute when ready to sign


    Handle both individual and multiple signers


    Automate invoicing following signature

  • Sales Pipeline

    Track prospective members, sponsors, donors, etc.


    Unlimited pipelines


    Customize the stages


    Automatically trigger actions when a prospect moves from one stage to another


    Track conversions


    Know in a single view who is in the sales process and which stage they are in


    Automatically take action if someone is stuck in a stage

  • Print-on-Demand Merchandise

    Generate new revenue by offering physical merchandise without carrying any inventory


    Easy integration with Printful for free


    You choose what to sell - T-shirts, home goods, and more


    Automatically list items for sale on your website


    Set your own pricing


    Printful handles all of the fulfillment when orders are placed

  • Donations

    Automatically nurture donor relationships


    Accept one-time and recurring donations


    Automatically stay in touch


    Securely process donations online


    Easily segment donors based on their giving activity


    Offer a text-to-donate option

  • Sponsorships

    Automatically nurture sponsor relationships


    Accept one-time and recurring sponsorship


    Automatically stay in touch


    Securely process sponsorships online


    Easily segment donors based on their giving activity


    Track sponsor recruitment in a sales pipeline

  • Referral Tracking

    Unlimited referral campaigns


    Provide referral partners with a unique link for click tracking


    Track referrals and rewards earned


    Referrer can see referrals processed via a portal


    Automatically issue referral commissions via PayPal

  • Automations

    Eliminate manual work and create truly personalized experiences for members, donors, sponsors, etc.


    Use almost anything that happens in the software to trigger automations


    Create sophisticated multi-channel follow-up sequences for prospective members, onboarding, donor appreciation, sponsor recruitment, and more


    Design your own system of notifications and reminders for anything you can imagine

  • Payments

    Physical merchandise or digital products


    Set up one-time payments, payment plans, or ongoing subscriptions


    Coupon codes


    Public and member pricing


    Multiple processors allowed - Stripe, Authorize.net, PayPal, NMI, RazorPay, Apple Pay, Google Pay, ACH etc.


    Payment forms, payment links, text-to-pay, invoicing, full ecommerce


    Integrates with Quickbooks



  • ADA/WCAG Compliance

    Accessibility widget allows site visitors to automatically modify their view of your site based on their accessibility needs


    Website is automatically monitored every 24 hours for compliance issues - perfect when you have staff members or volunteers making website updates who may not be familiar with compliance requirements


    Most compliance issues are automatically mitigated


    Monthly compliance report

  • Member App

    Kollab app (free)


    White label app (upgrade required)


    Access courses


    Access groups


    Push notifications



  • Admin App

    Manage contacts


    Send emails/texts


    Business card scanner


    Send invoices


    Process credit card payments

  • Access / Security

    Unlimited administrators


    Customizable permissions


    2-factor authentication via email or text


    Mobile app for administrators


    Data encrypted in transit and at rest


    No data locally stored


    Top-tier Google Cloud and AWS data security


    Export your data anytime

  • Integrations

    API


    Webhooks


    Zapier


    Make

  • Training & Support

    Free onboarding sessions for current administrators


    Recorded replays for future administrators


    Daily office hours via Zoom


    Fast, friendly help desk via meail


    Searchable knowledgebase


    Additional support available by purchase

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