Features List

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

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