March 2, 2017

Functionality

Membership

Manage all your individual or company member information and processes in one place,
with full visibility, at record and database-wide levels, of all vital metrics.

  • Create, edit and view records
  • Multiple membership categories, pricing tiers and grace periods
  • Staged applications and document uploads
  • Automated renewal notifications
  • Member self-serve; auto-generated receipts and single sign-in access
  • Live dashboards and reports
CRM

The C-Insight Single View and efficient processes support effective service and communications.

  • All contacts and stakeholders in one place
  • Contact notes and inquiry ticketing
  • Preferences and communication flags
  • Status, renewal history, event/education and financial data within a single record view
  • Virtually unlimited contact and demographic fields
  • Targeted email communications and response tracking
Committees

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.

  • Set up open and closed groups, allocate roles and terms of office
  • Member and non-member online joining
  • Group email exchange, forums and document sharing
  • Budget setting and expense monitoring
  • Live activity and participation 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
  • Create questionnaires
  • Manage speakers
  • Manage online registrations and payments, including group bookings
  • Manage attendance and waitlists
  • Publish event information and registration details to your website
  • Track attendee information through live dashboards and reports
Education

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

  • Set up and publish training events
  • Apply development hours and/or points to course modules
  • Manage and track certifications and scholarships
  • Constituent self-serve enrollment and Professional Development/Certification tracking
  • Live reports and dashboards
E-Commerce

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
Donations

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

  • Donation/tributes/dedications
  • Fundraising
  • Reports
Financials

Manage and view all receivable payments and transactions within the C-Insight platform and integrate with accounting software.
C-Insight is carefully configured to accommodate each association’s accounting practices.

  • Import the association chart of accounts
  • Manage General Ledger
  • Integration with the association payment vendor
  • Manage payments, deposits and refunds
  • Manage deferred revenues
  • API or semi-automated data exchange with accounting software
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 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
  • Data import and merge facility
  • Create, manage and track coded email campaigns
  • Manage suppressions and opt-outs
  • Create formatted output lists for mail fulfilment
  • Monitor performance through live reports and dashboards
Web Integration

C-Insight can achieve real-time integration with your existing website or Blue Tahiti can design, build and host a new website.
In either scenario, all constituent ‘touch-points’ capture and feed information, in real-time, to the back-end database.
Constituents enjoy modern, user-friendly online interfaces to carry out task with speed and ease.

  • View account and payment information
  • Joining, renewals, profile updates, preferences and directory content
  • Raise ‘ticketing’ enquiries
  • Complete questionnaires
  • Access status specific content and resources.

Click here to arrange your free initial consultation.