The tools behind
a connected network.

Member directory & profiles

Search profiles and filter by skills, interests, location or group. Members can update their own profile and find peers across the network.

Invitations & joining

Invite members, import a member roster from CSV and manage membership status. Choose public or invitation-only joining and collect custom member fields through the join form.

Partner CRM

Manage contacts and partner organizations with types, tags and a responsible colleague. Link member and organization relationships, and add custom fields to partner organizations.

Relationship history & contact import

Log notes, calls, meetings and emails manually. Owners and admins can import CRM contacts from CSV, then review and link their organization relationships.

Membership levels & dues

Create membership levels, issue invoices and accept online payments through Stripe. Members can view their membership, invoice history and pending payments in their account.

Renewal invoicing

Manage expiry and renewal settings, generate renewal invoices and review payment and revenue records. Online payments require Stripe Connect setup.

Groups around shared interests

Bring a working group or affinity circle together with its own members, discussions, resources, events and opportunities.

Membership & group leaders

Manage group joining and review join requests. Assign leaders to support discussion, moderation and the group’s routine.

Discussions & moderation

Start discussions, add threaded replies and react to contributions. Authorized leaders and staff can pin or lock discussions and moderate content.

Private member messaging

Members can search for a colleague, start a one-to-one conversation and return to their inbox with unread indicators.

Event calendar

Publish event details and display gatherings in month or week calendar views. Link events to the relevant group.

Registration & waitlists

Offer member or guest registration, or direct people to an external registration page. Set capacity, manage waitlists and review registrant lists.

Resource library

Publish searchable resources with uploaded attachments and external links. Use categories and tags to organize material and connect it to a group.

Opportunity board

Share opportunities with a type, eligibility, amount where relevant, deadline and application link so members can decide on their next step.

Community search

Help members find people, groups and published community content through keyword search and directory filters.

Registrations show intention to participate. Use them alongside your team’s attendance records and knowledge of outcomes when preparing reports.

News, newsletters & notifications

Publish news, manage newsletter subscribers and give members in-app notifications with unread indicators. Communication preferences and unsubscribe controls support member choices.

Targeted email campaigns

Choose an audience, preview its size and personalize messages. Send now or schedule delivery, then review recorded opens and clicks.

Scheduled & personalized digests

Bring resources, events, opportunities and group activity into recurring email updates. Personalized digests can prioritize content using recorded interests and groups; discuss configuration during setup.

AI writing assistance

Draft, improve, shorten or summarize content and adjust its tone. Review and insert the result into your event, resource, news, opportunity or campaign editor.

Weekly Organizer Plan

Review evidence for eligible new-member and quiet-group suggestions. Edit, decline or approve a campaign draft; sending that draft is a separate action. Enable weekly generation to prepare suggestions for your team’s review.

Workflow automation

Configure welcome emails, renewal notifications and lapsed-membership follow-up. Administrators can enable or pause rules and review how often they run.

Scheduled emails and enabled workflows can send automatically. Organizer Plan approval creates a draft for a separate sending step. Personalized digests are available on Organization and above; setup and plan allowances apply.

Workspace analytics

Review member growth and activity, discussions, registrations and content freshness. See active groups, most-viewed resources and opportunities, and recorded digest opens and clicks.

Member 360

See a member’s recorded activity timeline, linked CRM context, membership and invoice context in one administrative view, with a suggested next action where available.

Activation & renewal risk

Inspect the evidence behind participation and renewal-risk scores. Review score history alongside membership timing, payment context and your team’s relationship knowledge.

Member-organization participation

See linked representatives together and review their recorded participation to understand the relationship with a member organization.

Group & network health

Review group activity and network-health signals to identify areas that may benefit from attention. Inspect the evidence behind network-health scores.

Chapter reporting

Compare chapter membership, activity and revenue totals, and review chapter-health signals across your network.

Scores summarize recorded platform signals. Your team adds the context of relationships, offline activity and the outcomes you want to understand.

Branded community pages

Use your logo, tagline and content to create a recognizable community home. Arrange landing-page sections with the visual page builder.

Modules & organization settings

Choose which available modules appear in your workspace. Manage organization details, member intake and plan usage from settings.

Roles & access

Assign owner, administrator, editor and member roles so your team can manage the work appropriate to each person’s responsibilities.

Content review & organization

Review submitted resources, events and opportunities in one queue. Approve, request changes or reject, and organize published content with categories and tags.

Exports

Export supported workspace records: members, groups, events, resources, opportunities, newsletters, tags and categories.

Chapters & your own domain

Create chapter workspaces, assign local administrators and review the parent-network overview. Connect a custom domain with ownership verification and domain setup.

A represented organization is part of your relationship records. A chapter is a separate workspace in your network’s structure.