Member management

Member management is one of the areas we build most. Every member and prospect gets one record that holds their contact details, plan, payment history, notes, and anything else you track. When something changes, it updates everywhere, so your whole team works from the same truth.

We tailor the fields, roles, and permissions to your organization, and connect the record to the rest of the platform: events, communications, documents, and operations.

• Custom fields, plans and categories
• Roles, permissions and confidential data
• Renewal history and cards
• Filtered lists and one-click exports

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Communications Events Document management Internal operations