Individual
People who join individually and renew on their own schedule.
- Personal member record
- Personal dues and receipts
- Own portal access
Platform features
Built for the complete member journey.
Make membership operations more connected, more visible and more impactful. Membership, finance, events and engagement tools that share one record of who your members are.
Membership management
One record of every member, from join to renewal.
Member profiles carry status, category and standing. Every module on the platform reads from that same record, so a payment, an event ticket or a renewal reminder never has to be re-keyed.
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Applicant
An enquiry or form submission enters your review queue.
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Approved
Staff approve, choose a category and set the start date.
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Active
Full member standing across every enabled module.
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Renewal due
Dues schedule opens and reminders go out automatically.
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Lapsed
Standing changes and access reflects the real position.
- Membership categories and packages with their own dues schedules
- Custom intake fields, supporting documents and staff review queues
- Member and stakeholder records scoped to your organization
- Import from spreadsheets and keep a single source of truth
Individual & corporate
People and companies. One connected operating system.
Choose how members are represented. The membership model shapes your records — it does not fragment the platform into separate products.
Corporate
Companies and institutions with a representative and company-level standing.
- Company profile and contacts
- Corporate membership subscription
- Representative relationships
Hybrid
Both, in one organization, with membership model chosen per record.
- Mix individual and corporate
- One workspace for both
- One shared finance record
Finance & collections
Charges, invoices, payments and receipts that reconcile.
Define your own charge categories and recurring schedules. Assessments generate invoices, payments are recorded against them, and every receipt is issued against the exact amount received.
- Charge categories for dues, levies, welfare and event fees
- Recurring schedules that assess members without re-entry
- Itemised invoices, partial payments and outstanding balances
- PDF receipts and a full audit trail per transaction
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Charge scheduleAnnual membership dues · every 12 months
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AssessmentAssessed to 148 active members
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InvoiceIssued, itemised and dated
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PaymentRecorded against the invoice balance
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ReceiptPDF receipt issued to the payer
Events & conferences
End-to-end event consoles, QR passes and attendee intelligence.
Coordinate annual general meetings, industry summits, webinars and banquets from an organised, tabbed console. Publish registration links, collect custom intake fields, and verify attendance in real time.
- Tabbed event console: Overview, Documents, Public Participants and Attendance
- Automated digital entry passes with live camera QR scanner check-in
- Custom registration forms, sub-events and post-event resource sharing
- Automated attendee follow-ups, pass re-sending and thank-you communications
Communication & engagement
Reach the right member on the channel they actually use.
Segment once, then deliver. Campaigns, newsletters and announcements draw from the same member records, so targeting follows real status and category rather than a separate list.
Segmentation
Target by status, membership category, dues standing or past participation.
Campaigns
Multichannel broadcast across email, SMS and WhatsApp invites.
Automations
Scheduled renewal reminders, announcements and outreach history.
Measurement
Delivery logs, interaction tracking and campaign analytics.
Governance & intake
Democratic decisions and structured intake.
Verified electronic voting with real audit records.
Run multi-position ballots with candidate profiles and manifestos. Eligibility is tied to active member standing and results are tabulated with a tamper-evident trail.
- Eligibility tied to active member standing
- Candidate profiles, biographies and manifestos
- Secret ballot with tamper-evident audit trail
Applications, intake workflows and feedback without code.
Build reusable forms with file uploads, dropdowns, text fields and rating scales. Publish a link or embed it, then review submissions from a staff queue.
- Drag-and-drop builder with uploads and ratings
- Public links and embeddable intake forms
- Review queue: approve, reject or request revisions
Connected capabilities
Everything else your organization needs.
Integrated modules for governance, financial transparency and member self-service.
Billing & Invoicing
Generate itemized invoices, issue PDF receipts, track outstanding receivables, and record multi-currency payments with complete audit trails.
Member Self-Service Portal
Give members a dedicated dashboard to update contact info, view invoices, download payment receipts, register for events, and vote.
Digital Membership Cards
Issue verifiable digital membership cards with QR codes for identity confirmation, event admissions, and partner merchant privileges.
Secure Document Vault
Store, categorize, and control sensitive member files, constitution bylaws, financial statements, and board committee minutes in private storage.
Reporting & Analytics
Generate filtered membership census, revenue summaries, event turnout metrics, and demographic reports with instant CSV and Excel exports.
Role-Based Access Control
Grant fine-grained staff permissions (Admin, Finance Officer, Events Manager, Communications) to ensure data confidentiality and accountability.
Public Directory & Website
Showcase verified member businesses, public event listings, and organization news through a tenant-branded community portal.
Integrations & API
Connect with third-party productivity tools, accounting software, communication channels, and developer webhooks for custom automation.
These are the platform's capabilities. Modules included depend on your subscription — for example, the Community package does not include the advanced Events, Newsletters or Announcements modules.
Get started
See it running on your own records.
Start a workspace, import your members and see how the connected modules behave together.