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MANAGE
Contact Management
Organization/Company Profiles
Individuals Have Their Own Separate Record
Relate Individuals to Multiple Organizations
Relate Organization Profiles to Other Organizations Limited
Create Custom Permission Levels Limited
Lists, Groups, & Committees
Member Portal (Info Hub)
Directory & Web Content
Configurable Contact Profile Views
Membership Management
Membership Application
Automated Membership Workflows (Membership approval, new member onboarding campaign, invoice, and scheduled billing creation, added to appropriate projects and lists) Limited
Tiered Memberships
Track Updates/Downgrades/Drops on Each Membership Limited
Automatic Renewal and Status Updates
Formula-Based Dues Structure
Operation Management
Billing & Invoicing
Scheduled Billing Limited
Invoice Customization
Support for Multiple Payment Gateways
Reports & Dashboards
File-Based Cloud Storage
Real-Time QuickBooks Online Integration
Sage Integration
Event Management
Online Registration
Add-On Additional Fee Items
Mobile App Event Check-in
Sponsorship Registration and Tracking
Session Management
Exhibitor Registration and Tracking
Multiple Event Calendars
Mobile Apps
Staff App
Member App
ENGAGE
Communication
Mass Email with Built-in Mail Merge of Database Fields
Outlook Add-On
Email Designer
Delivery Stats
Marketing Automation
Smart Lists (auto-updated custom lists)
Forms & Surveys
Member-to-Member Forum
Push Notifications
Texting (future)
Social Media Integration
Lodging & Trip Builder
Demonstrating Member Value
Membership Benefit Tracking and Reporting
Basic Member Engagement Metrics
Member Referral Opportunity
Enhanced Member Directory Limited
Basic Continuing Education Tracking
GROW BUNDLE
Sales Funnel
Event Expo
Sponsors & Ads
Fundraising
Online Store
Project Management
ENTERPRISE BUNDLE
Import Tool
Tenant Sync Limited
Chapter Management
API
SSO
MEMBER INSIGHT BUNDLE
Member Benefit Tracking
Enhanced Directory
PUBLIC WEBSITE
Website Subscription Optional Add-On Optional Add-On
SUPPORT
Tech Support: Phone, Chat, Email
Emergency Tech Support: After-Hours Emergency Support Voicemail Box
Premium Support Optional Add-On

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