Content Management Modules
Web Pages
The Pages module is the core of our fully featured website content management system. You can easily create and manage one or more websites from a single login. Web pages can be public or password protected. Free mobile-responsive website themes are available as well.
Blog / Articles
The Articles module powers our blog functionality as well as numerous article displays that can be incorporated directly within websites. When combined with our Messages module, community commenting features can be used with articles or blog posts.
Documents
The Documents module is a robust document management system with a wide range of features. Documents can be admin only or available on web pages via links, search, full text search, or directory browsing.
Core CRM Modules
Contacts
The Contacts module stores and displays individual contact records and is the core of most CRM implementations. Contact profiles centralize all data related to individual contacts in easy to use displays.
Organizations
The Organizations module is a database for organization records within the platform. Organization records include custom fields and custom forms and can be linked to contacts, donations, memberships and other data.
Groups
The Groups module provides functionality to create and manage groups of contacts (such as committees, advisory groups, support groups, and more) within the database. Groups sync with Email module lists for easy group communications.
Households
The Households module provides a database of household data within the platform. This includes links to household members and other data such as donations.
More CRM Modules
Events
The Events module provides robust event calendaring, registration and reporting. Features include waitlists, discounts, member pricing, custom registration forms, detailed reports, and much more.
Membership
The Membership module provides membership registration for both individuals and organization memberships. Features include custom membership forms, discounts, custom confirmation emails and custom, automated renewal reminder emails.
Donations
The Donations module is a fully feature Donor Management system. Features include multiple website donation forms, automated follow up reminders, customizable confirmation emails, downloadable receipts, metrics reporting and more.
Store
The Store module provides online store functionality with a wide range of features including sale pricing, member only pricing, inventories, categorization, customizable confirmation emails, downloadable receipts, tax calculations, shipping and handling rates, and more.
Activities
The Activities module provides a detailed log of user interactions with the platform. In addition, custom activity forms can be used to log a wide range of manual and automated notes, tickets, to do tasks, and other issues within the system.
Forms
With the Forms module, admins can create custom forms and applications, with payment ecommerce features, for display on the website. Users can submit forms online and admins can evaluate, approve, reject and manage form submissions.
Contact / Member Search
The platform provides several contact and member search features for use on websites. Member search features can include public or member only searching, integration with Google maps, email communications, and more.
Reports
The Reports module supplements other module specific reporting features and provides a flexible custom report builder to segment data within the platform. In addition, usage reporting on downloads, page views, searches and logins are easily available.
Continuing Education
The Education module provides features to track continuing education credits from education programs, events or self-reporting by members for certification or similar professional requirements.
Job Boards
The Job Boards functionality provides online job boards with features to post and search jobs and resumes.
Sales Opportunities
The Opportunities module provides Sales CRM functionality to record and track sales opportunities, link deals to contacts, organizations and companies, track deal stages, and generate reports.
Communications Modules
The Email Module provides robust email messaging to lists of users within the platform. Admins can create email messages manually or from templates and send to segmented lists of contacts. Email metrics are tracked and follow up lists based on metrics can be created.
Forums
The Forums module provides an online message board that can be displayed on the website and managed by administrators. Workflow approval features allow messages to be managed by admins before being displayed.
Messages
The Messages module is used within both the online forum and with blog posts and articles on the website to allow built in commenting functionality.
More Great Modules
Sites
The Sites module enables the creation of multiple sites and databases with a wide range of modules (contacts, members, pages, blogs, etc.) per site. For organizations with multi-chapter, multi-website, or multi-database needs, this is a powerful option.
Transactions
The Transactions module logs all platform transactions (event registrations, donations, store purchases, membership registrations and application payments) in one place with a variety of search and customization options.
Accounts
While not accounting software, the Accounts module provides features to track system transactions in multiple different accounts. Custom accounts can also be created to manage a variety of custom transactions.
Data Import
The Data Import module provides a custom data import wizard to allow contact data to be easily imported into the database. Contact data can be imported into organization, group or email list records. And, event registration data can be imported into event records.
Expense Reports
The Expense Reports module provides basic expense report functionality including the ability to create, search, print and export reports. Multiple expense statuses (draft, submitted, and paid) can be used to manage expense reporting.