Take control of your processes
Leverage the power of forms and workflow to intelligently streamline and manage the flow of information in your organization.
A platform for growth
The road to your success doesn't end at simply membership management. Your organization's digital evolution encompasses your own unique processes and journeys.
Streamline and automate
Eliminate the tedium and mistakes of manual and repetitive work. Automate data collection so you can focus on more.
Get a handle on your processes
Let the system monitor key metrics and alert you to take action when something needs your attention. Share data with others to gain transparency and collaboration. Your rules, your conditions, your workflow.
Growth Campaigns
Attract, nurture and convert prospective members with nurture emails.
Membership Applications
Digitize your member applications and manage the entire approval process and renewals.
Projects
Manage projects, roles, milestones and even handle due dates and reminders.
Feedback
Nurture members and prospects and let them have their say.
Evaluation Forms
Conduct evaluations of events and training to improve your member experience.
Grants
Manage your entire grants process from application to review and approvals, to report backs.
Administration
Expense claims, volunteer reports, consent forms, waivers, agreements, we can do it all.
Recurring Tasks and Emails
Put your repeat tasks on auto-pilot to ensure tasks get done by the right people.
Custom Forms
Create any workflow to handle a unique need in your organization that integrates seamlessly with your data.