Store complete member profiles with history and related records
Customize fields, pages, tables, and relationships to match your Union’s structure
Import and export data using CSV, Excel, or Google Sheets
Update multiple records at once with bulk actions
Track changes over time with effective-dated records
Control access with role-based permissions
Collect requests through member or staff intake forms
Assign stewards and track case ownership
Monitor steps, deadlines, and outcomes
Store and organize case documents securely
Maintain a complete activity timeline and audit history
Create templates for recurring case types
Build and manage campaigns with goals and teams
Create and plan events, collect RSVPs, and track attendance
Manage recurring events and communications
Use QR codes for event check-in
Connect events, communications, and campaigns for seamless planning and workflows
Prepare content and send through approval workflows
Send emails, texts, portal messages, and announcements
Target audiences using roles, tags, or other filters based on your data
Create and reuse communication templates
Schedule one-time and recurring messages
Track engagement and responses
Embed forms, links, event details, and even media
Assign tasks to individuals or teams
Set priorities and due dates
View action items as a worklist, or in calendar view
Update or reassign tasks in bulk
Automatically generate and assign tasks based on admin and member activity
Add notes and track activity history
Filter and analyze data in real time
Export results to Excel, CSV, or Google Sheets
Schedule reports for automatic delivery
Share dashboards and summaries
Give members a virtual member ID with a unique QR code
Administer representation requests through a secure, integrated form
Provide access to view and update personal information, including contact information, updates and history on grievances and other cases, and secure messaging
Publish an event calendar, and grant access to each event based on security roles or other criteria
Provide public-facing information (pre-login); you control what people can see at every level
Build and update forms and pages using our intuitive, visual editor
Create custom workflows and approval processes
Define roles and control access at a granular level
Add, modify, or archive data structures anytime
Expand the system without vendor customization or technical expertise
Apply your branding to the member portal and communications by simply adding your logo, colors, and visual identity
Isolate your organization’s data securely
Control access with role-based permissions
Track changes with detailed audit logs
Encrypt data and store files securely
Maintain daily backups and recovery options
Meet WCAG 2.1 AA accessibility standards
Support high availability with a 99.99% uptime target