October 29, 2018

Features

C-INSIGHT FEATURES

Features for associations of all sizes and budgets.

Membership Management
Customer Relationship Management (CRM)
Committees
Events
Education
E-Commerce
Donations
Accounts
Marketing
Web Integration (Member Portal)

Membership Management

Easily configure multi-tiered membership models, including individual and organizational memberships

  • Manage and report on all aspects of member profiles, interactions, preferences, renewals and more.
  • Manage, track and report member financial transactions.
  • Configure renewals, with granular pricing control, discount vouchers, and auto-renewal functionality.
  • View transactional emails and send SMS messages directly from within a member record
  • Detail and dashboard reports for full clarity of the membership.
  • Manage, track and report on support issues raised by other staff.
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Customer Relationship Management (CRM)

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 member reports

Web Integration - Member Portal

Blue Tahiti can design, build and host a new website for your organization. Alternatively, C-Insight can achieve real-time integration with your existing website

  • Allow members to carry out initial registration and manage their profile and preferences through a user-friendly online interfaces
  • Enable members to pay renewals, register for events or purchase from your 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 and Continuing Professional Development (CPD) goals and activities
  • Allow access to an online member directory
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Committees and 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, messages and documents
  • Member and non-member online sign-ups
  • Set up group events
  • Group membership reports

Events

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
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Education

C-Insight enables you to manage your educational activity all within the integrated platform

  • Set up and track development plans, goals & activities
  • Create and complete 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
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Donations

Enable your supporters to make one time and recurring donations via a user-friendly online interface

  • Donation
  • Tributes or dedications
  • Fundraising reports

Accounts

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 go
  • Manage payments, deposits and refunds
  • Manage deferred revenues
  • Semi-automated data exchange with accounting software
  • Fully-automated Application Programming Interface (API) data exchange with accounting software such as Quick Books (requires C-Insight Enterprise edition)
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Marketing

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 a 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 suppressions and opt-outs
  • Create formatted output lists for mail fulfillment
  • Monitor performance through live reports and dashboards

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