CRM and membership management for associations.
Member records connect to billing, communications and event registration. Explore the screens your staff and members use.
Configure your dashboard and pin your pages.
Choose dashboard metrics and pin frequently used pages to the sidebar. CRM and module dashboards use the same contact records.
Capabilities
- Configurable dashboard metrics and quick actions
- Pinned sidebar pages
- Shared contact records across modules
- Module dashboards with date filters and performance reports
- Individual staff accounts and roles
Dashboard and pinned pages. Add a Renewals due metric to the dashboard, then pin Key Relationships to the sidebar.
Each contact’s roles and history.
Assign several contact types to the same person. Their record links organizations, membership plans, invoices and deals. Build segments from contact fields and save a table layout for each segment.
Capabilities
- Custom contact types with multiple types per person
- Email consent status and mailing preferences
- Organization records with contacts and relationship roles
- Saved segments and linked table layouts
- Membership plans, invoices and deals on contact records
Contact record. Open a contact, add Sponsor alongside Member, review billing and deals, then open an invoice.
Website forms connected to your CRM.
Build a form, embed it on your website and map submissions to contact fields. Submissions can update contact types and tags or start a workflow.
Capabilities
- Form builder with membership, event, sponsorship and payment blocks
- Website embeds and hosted forms
- Submission mapping to contact fields, types and tags
- Conditional questions
- Membership checkout with seats and add-ons
Inquiry form. Submit a membership inquiry, then view the new Member lead record and its follow-up workflow.
Campaigns and follow-ups from your CRM.
Send campaigns to segments or mailing lists. Keep marketing preferences separate from invoices and tickets. Run email sequences from connected inboxes and send SMS from the contacts table.
Capabilities
- Email campaigns with segment and mailing-list audiences
- Consent filtering, mailing preferences and unsubscribe links
- Separate transactional emails for invoices, tickets and receipts
- Email sequences with automatic unenrolment on reply
- SMS blasts from selected contacts
Email campaigns. Select an audience, review consent and the Planned “Send as transactional” option, add event and sponsor cards, then send and view opens on contact records.
Shared inboxes linked to your pipelines.
Track email threads against open deals in Key Relationships. Set pipeline stages, deal values and close dates, then review progress against your goals. Workflows handle follow-up steps from forms and other triggers.
Capabilities
- Connected Gmail and Outlook inboxes with shared access
- Email threads linked to deals
- Custom pipeline stages and flow templates
- Flow goals and stage conversion rates
- Workflows with email, tasks, delays and conditions
Shared inbox. Mark a thread done, switch to the shared mailbox, then give a teammate permission to send from it.
Turn meeting action items into tasks.
Connect staff calendars and offer booking links. Notetaker records meetings and prepares summaries. Review its action items, assign tasks and manage the work in projects.
Capabilities
- Google and Microsoft calendar connections
- Booking pages with availability and meeting settings
- Meeting recordings, transcripts and AI summaries
- Action items approved as assigned tasks
- Projects with list, table, Kanban and Gantt views
Meeting follow-up. Open a sponsor call’s recording and summary, approve action items as tasks, then ask for a follow-up email draft.
Membership rules, from application to renewal.
Set pricing, fees, seat limits and renewal dates for each tier. Those rules control applications and billing. Members use the portal to pay invoices and access their membership card, benefits and resources.
Capabilities
- Individual and organization tiers with seat limits and add-ons
- Joining, reinstatement and lapse fees
- Application approval and payment-based activation
- Calendar renewals, proration and grace periods
- Provincial tax rates on invoices
- Member portal with billing, cards, benefits, resources and directory
Membership tier setup. Configure a Corporate tier with five seats, annual pricing, January renewal, proration, approval and HST, then save it.
Track sponsor commitments and delivery.
Define packages with prices and benefits. Manage each sponsor through a pipeline, with a checklist of benefits to fulfil. Applications from event pages enter that pipeline with the selected package.
Capabilities
- Package templates with prices, benefits and due dates
- Custom pipeline stages with value totals
- Benefit statuses from pending through fulfilled
- Sponsorship applications from event pages and website embeds
- Sponsor listings on event pages and the conference app
Packages and benefits. Build a Gold package, assign it to a sponsor, then mark the website logo benefit fulfilled.
Manage registration through check-in.
Set ticket prices and sale windows, including member rates and restricted tickets. Add a conference schedule and attendee app when needed. Check in attendees by QR code and print their badges.
Capabilities
- Member pricing and membership checks at checkout
- Online events with registration confirmation and meeting links
- Conference schedules with sessions, speakers and sponsors
- Attendee app with personal agendas, meetups and sponsor listings
- QR check-in and badge printing
- Registration and attendance records
Event registration. Choose member and early-bird tickets, register two attendees and pay, then view updated ticket sales and the attendee list.
Payments and accounting tied to your records.
Connect Stripe or Square for online payments and record offline payments manually. Sync invoices and payments with QuickBooks Online. Assign staff roles with read, write and delete permissions by feature.
Capabilities
- QuickBooks Online invoice and payment sync in both directions
- Stripe and Square payment connections
- Manual cheque, cash and e-transfer records
- Custom roles with permissions by feature
- Staff invitations with assigned roles
QuickBooks Online sync. Record an e-transfer and sync its invoice with HST to QuickBooks, then see a cheque recorded there update an invoice in Meaningful.
Publish your website on your domain.
Build pages with CRM-connected blocks for events, membership and the directory. Publish a main site or a conference microsite. You can also embed forms and event pages on an existing website.
Capabilities
- Site Builder pages and blog listings
- Conference microsites with event content
- Membership forms, directory and portal access
- Event, ticket, portal and directory embeds
- Custom domains with SSL certificates
Conference microsite. Add an Event Embed block, open its settings and select an event, then publish the microsite to its domain.
Give AI tools access to your CRM.
Connect Claude Desktop, ChatGPT or another MCP client with a scoped API key. Use your agent to query records and carry out tasks. Tool calls appear in AI activity.
Capabilities
- MCP access to CRM, events, email, meetings and projects
- API keys scoped to selected MCP servers
- Tool calls recorded in AI activity
- Connections for Claude Desktop, ChatGPT and other MCP clients
- Record queries and updates through connected agents
Connect an AI tool. Generate an API key, connect Claude Desktop and ask about unrenewed corporate memberships, then view the tool calls and answer.
Connect your existing tools
Keep your accounting and email tools connected to the CRM.
StripeOnline payments to your Stripe account
SquareCard payment processing
QuickBooks OnlineInvoice and payment sync in both directions
GmailConnected mailboxes for shared inboxes and sequences
OutlookConnected mailboxes for shared inboxes and sequences
Google WorkspaceConnected calendars and meeting scheduling
ZoomMeeting links and Notetaker access
WordPressMembership sync with WordPress sites- ZapierTask and project creation from connected apps
- API and MCPConnections for custom tools and AI clients
Custom modules for your association.
We build additional modules on the same contact, payment and portal data. Each module is scoped and priced separately. These examples are client projects we have shipped.
- Donation calculatorFundraisingCalculate a recurring gift from a monthly amount and show its impact.
- Session bookingYouth en RouteBook program sessions with capacity limits and CRM records.
- iPad membership kioskWESNRegister and pay for membership at the front desk.
- Trade show directoriesBCSRA and ASRAPublish exhibitor and retailer profiles with store links for each show.
We manage onboarding with your team.
We clean and map your data, then show it in a preview. Together, we configure and test a staging workspace before launch. Training, support and quarterly reviews continue after you go live.
Capabilities
- Data cleaning and field mapping from existing exports
- Platform preview with your data
- Staging setup for membership, forms, email, roles and integrations
- Domain, payment and email setup for launch
- Recorded training and written workflow guides
- Shared support inbox for questions, fixes and small builds
- Quarterly reviews of membership and sponsorship results
1. Data cleaning. Review imported contact rows as duplicates merge, email addresses are corrected and fields are mapped.