Member CRM Platform
One platform for every
member, meeting, and milestone.
Running a membership organization on spreadsheets, email threads, and separate tools is a full-time job before the real work even starts. We give associations, chambers, nonprofits, and clubs a single platform that handles members, renewals, events, dues, and communications — without the complexity.
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Jennifer Marsh
Today
SMS
Lakeside Dental
Mar 28
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Blue Crane Coffee
Mar 25
FB
Ridgeline Roofing
Mar 20
SMS
Jennifer Marsh
⭐ ✉ 🗑
Today
Hey! Quick question — does our membership auto-renew or do we need to submit a new form each year?
Hi Jennifer! Your membership renews on June 15. We can set you up on auto-pay so it renews automatically going forward. Want me to send the link?
Yes please, that would be perfect!
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Apr 6 – Apr 12, 2026
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JM
Jennifer Marsh
(330) 555-0182
j.marsh@marshrealty.com
Marsh Realty
Mar 12
💬 2 hrs ago
LD
Lakeside Dental
(216) 555-0347
info@lakesidedental.com
Lakeside Dental
Feb 28
💬 1 day ago
RT
Robert Torres
r.torres@torreshvac.com
Torres HVAC
Feb 14
💬 1 week ago
BC
Blue Crane Coffee
(234) 555-0219
hello@bcranecoffee.com
Blue Crane Coffee
Jan 30
💬 1 month ago
MW
Maria Williams
mwilliams@wlawgroup.com
Williams Law Group
Jan 12
💬 1 month ago
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Member Pipeline ▾
20 opportunities
New Leads
15 Opps $12,500
‹
Greenfield Plumbing
TS
Business: Greenfield Plumbing LLC
Source: Website Form
Value: $1,200.00
Valley Auto Glass
MG
Business: Valley Auto Glass
Source: Referral
Value: $0.00
Qualified
5 Opps $5,000
‹
Ridgeline Roofing
TS
Business: Ridgeline Roofing Co
Source: Instagram
Value: $2,000.00
Meeting Set
0 Opps $0.00
‹
Contract Sent
0 Opps $0.00
‹
Invoices & Estimates
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Create and manage all invoices generated for your business
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Launch your white-label app with courses and communities
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Manage your client portal activities
Creating a protected online gateway for client interactions
What is a client portal?
Your clients have the ability to log in at any time to the client portal for accessing courses, communities, and overseeing their affiliate payout.
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Why It Matters
The tools you're
using now are
costing you members.
Most membership organizations patch together five different tools and still end up with a spreadsheet somewhere doing the real work. That's not a systems problem — it's a missing platform problem. We solve it.
Renewals falling through the cracks because no one follows up in time
The platform tracks every renewal date and automatically sends reminders at 60, 30, and 7 days — without anyone on staff lifting a finger.
Event registrations managed through email threads and Google Forms
Built-in event management handles registrations, payments, confirmations, and attendance in one place — connected to every member record.
No clear view of which members are engaged and which are at risk
Member activity, event attendance, communication history, and payment status are visible on a single contact record — anytime, in seconds.
Board reporting takes hours to compile from three different sources
One-click reports pull membership trends, dues collected, event performance, and growth metrics into a clean, shareable summary.
Platform Capabilities
Everything your
org runs on, built in.
Every feature connects to every other feature. A new member added to the directory automatically triggers their welcome sequence, appears in your pipeline, and shows up in dues tracking — no manual steps, no disconnected tools.
Member Directory & CRM
A complete record for every member — contact info, membership tier, engagement history, notes, documents, and communication log all in one profile.
Searchable by any field
Custom fields for your org
Tags and segments for targeting
Full activity timeline per member
Automations & Sequences
Set workflows once and let them run. Welcome sequences, renewal reminders, win-back campaigns, event follow-ups — all triggered automatically by member actions or dates.
Email and SMS automations
Trigger by date, status, or action
Pre-built templates to start fast
A/B testing for message content
Events & Registration
Create events, open registration, collect payments, send confirmations, and track attendance — all inside the same platform your member data lives in.
Paid and free event types
Member vs. non-member pricing
Waitlist management
Post-event surveys built in
Dues & Billing
Issue invoices, collect dues online, set up recurring auto-pay, and track outstanding balances — with automated reminders for overdue accounts.
One-time and recurring payments
Stripe and ACH support
Auto-pay enrollment for members
Overdue escalation sequences
Email & SMS Campaigns
Send newsletters, announcements, and targeted campaigns to any segment of your membership — with open rates, clicks, and engagement tracked per send.
Drag-and-drop email builder
Segment by tier, join date, or tag
Two-way SMS conversations
Campaign performance dashboard
Reports & Board Exports
Real-time dashboards for membership growth, dues collected, event performance, and engagement — with one-click exports formatted for board meetings.
Retention and churn tracking
Revenue trend reporting
PDF and CSV export
Scheduled report delivery
Getting Started
Up and running
in two weeks, not two months.
We configure the platform around how your organization actually works — your tiers, your workflows, your renewal dates. You don't adapt to the software. The software adapts to you.
01
We Import Your Existing Data
We migrate your current member list — from whatever format it's in — directly into the platform. Contact records, membership tiers, join dates, and renewal dates all come over clean. You don't start from scratch.
02
We Configure It for Your Org
Membership tiers, custom fields, dues amounts, renewal logic, and automated workflows are all set up to match your organization's structure. We don't hand you a blank tool — we hand you one that's already configured.
03
Branded for Your Organization
Your member portal, your confirmation emails, your invoices, and your event pages all carry your organization's name and logo. Members interact with your brand at every touchpoint — not a third-party tool.
04
Ongoing Support, Not Just Setup
We stay involved after launch. As your organization grows, we help you build new automations, add event workflows, and make sure the platform keeps up with what your team needs. This is a long-term relationship, not a one-time handoff.
What's in the Box
Everything set up,
nothing left out.
Every organization we work with gets the full platform — not a starter tier that requires upgrades to actually function. We set it up, train your team, and stay involved as you grow.
Full Data Migration
We import your existing member list, clean the data, and set up all records before you ever log in. No starting from scratch, no manual re-entry by your staff.
White-Label Branding
Your logo, colors, and domain on every touchpoint — the member portal, email sends, event pages, invoices, and automated messages all present as your organization.
Pre-Built Automations
Welcome series, renewal reminders, win-back campaigns, and event workflows come pre-configured and ready to activate — built from what actually works for membership orgs.
Unlimited Staff Logins
Every team member, board member, or volunteer coordinator who needs access gets their own login with role-based permissions. No per-seat fees.
Staff Training & Onboarding
We walk your team through the platform live — not a video library and a help doc. Your staff leaves knowing exactly how to use every feature relevant to their role.
Ongoing Platform Support
We're not a software vendor — we're your local team. When you need a new automation, a new event type, or a different report, you message us and we build it.
Common Questions
Questions about
the platform.
Most organizations we talk to have never had a purpose-built membership system before. Here's what they typically want to know.
Talk to our team →What kinds of organizations is this built for?
Chambers of commerce, trade associations, professional associations, nonprofits with membership programs, alumni associations, clubs, and any organization that manages a recurring member base. If you have members, a renewal cycle, and events — this is built for you.
Can it handle multiple membership tiers?
Yes. You can define as many tiers as your organization uses — each with its own dues amount, benefits, renewal logic, and communication sequences. Tiers also control what members see in the member portal, so Premier members see Premier content and Standard members see theirs.
What happens to our existing member data?
We handle the full migration. Send us your spreadsheet, export from your current tool, or share whatever format your data lives in — we clean it, map all the fields, and import it before you go live. Your staff doesn't touch a single row of data.
Does our member portal look like our organization or like a third-party tool?
It looks like your organization. Every member-facing page carries your logo, your colors, and your domain. Members never see the platform name. As far as your community is concerned, this is a tool your organization built for them.
How long does setup take?
Most organizations are fully live within two weeks of kickoff — which includes data migration, platform configuration, automation setup, and staff training. More complex organizations with large databases or highly customized workflows may take a bit longer, but we set clear expectations at the outset.
Is this a software subscription or a managed service?
Both. The platform itself runs on a monthly subscription, and ongoing support — building new automations, updating workflows, training new staff, generating board reports — is part of what we provide as your local team. You're not just buying software, you're getting a team that knows your organization.
Your members deserve
better than a spreadsheet.
Schedule a walkthrough and we'll show you a live demo configured for your organization type. You'll see exactly what your member directory, renewal pipeline, and event management would look like from day one.