Member Management

Manage the data and documents related to your members and local chapters in a single SharePoint site, including member/local information, communications, case files, grievances, and more. Whether you have 200 members or 200,000 members, you can easily search for members and have quick access to all member-related information on a single page. This add-in was originally designed for a membership-based organization in the health care industry with many local union chapters; however, the modules and data columns can be easily customized. And, if you need additional functionality, we can develop additional modules to meet your exact needs.

• Member Profile page to quickly search for members and manage all related information.

• Local Profile page to quickly search for local chapters and manage all related information.

• Manage phone calls and other correspondence.

• Manage grievances, case files, and other general files.

• Manage additional member information like education sessions attended and funding requests.

• All data and documents are stored on your secure SharePoint site in your regional data center.

• All pages are responsive and mobile-friendly.

• Free version allows up to 200 members.

• Paid subscriptions are available based on the number of members in your organization.