Features for associations of all sizes and budgets.
Easily configure multi-tiered membership models, including individual and organizational memberships
- Manage & report on all aspects of a members profile, interactions, preferences, renewals & more.
- Manage, track & report member financial transactions.
- Configure renewals, with granular pricing control, discount vouchers, & auto-renewal functionality.
- View transactional emails, and send SMS messages directly from within a member record
- Detail & dashboard reports for full clarity of the membership.
- Manage, track & report on support tickets raised by other staff.
Manage constituent contact, address and demographic information within an intuitive interface
- Manage member level contact information across all channels.
- Track interactions and correspondence with constituents.
- Manage notes and document attachments.
- Generate reports on members.
Web Integration - Member Portal
C-Insight can achieve real-time integration with your existing website or Blue Tahiti can design, build and host a new website
- Allow members to carry out initial registration, manage their profile and preferences through a user-friendly online interfaces
- Pay renewals, register for events, purchase from online shop, all using card payment or direct debit.
- Automated sales invoice emails with transactions logged against member
- View account and payment information
- Manage Education/CPD goals and activities
- Online member directory.
Committees & Groups
C-Insight provides a modern, user-friendly environment in which constituents can engage with each other and with the association for special projects and knowledge sharing
- Allow groups to share notes, message and documents
- Member and non-member online joining
- Setup group events
- Group membership reports
Create and publish events and enable registrations and payments directly through the association website
- Set up titles, venue and agenda details
- Build member and non-member pricing splits, plus early bird pricing
- Manage online registrations and payments, including group bookings
- Manage attendance and waiting lists
- Publish event information and registration details to your website
- Track attendee information through live dashboards and reports
C-Insight enables you to manage your educational activity all within the integrated platform
- Set up & track development plans, goals & activities.
- Survey questionnaires.
- Manage and track certifications and scholarships.
- Live reports and dashboards.
E-Commerce & Shop
Enable constituents to purchase products, subscriptions and publications through the fully integrated online shop
- Set up products with multiple formats and pricing
- Auto-generate invoices and receipts
- Manage stock and fulfillment
- View product purchase history at individual record and database-wide levels
Enable your supporters to make one time and recurring donations via a user-friendly online interface
- Fundraising Reports
Manage and view all receivable payments and transactions within the C-Insight platform and optionally integrate with accounting software
- Easily manage daily financial batches, invoices and adjustments.
- Conveniently create any invoice on the fly
- Manage payments, deposits and refunds.
- Manage deferred revenues.
- Semi-automated data exchange with accounting software.
- Fully-automated API data exchange with accounting software e.g. Quick Books (requires Enterprise edition).
C-Insight makes it easy and efficient to manage all your communications with your members and other contacts, whether one-off or regular automated notifications or invites, within the single platform
- User-friendly query/list builder for one-time or regular communications
- Easily send an email to a contact directly from their record
- Integrated ad-hoc or automated group email blasts
- Create, manage and track coded email campaigns
- Manage suppression's and opt-outs
- Create formatted output lists for mail fulfillment
- Monitor performance through live reports and dashboards