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
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
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
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
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
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.
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
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
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.