Core Capabilities.
Our Core Capabilities are flexible and highly configurable, yet refined over 2 decades of running the largest associations in Canada—
an ecosystem you can build on.
Membership Management
Automate complex renewals, dues processing, and member lifecycle tracking with precision data integrity.
Association Management
Centralized administration for complex organizational structures and multi-chapter governance.
SmartList Segments
Unprecedented personalization using dynamic, real-time segmentation and automated workflow triggers.
Member Engagement
Measure, improve, and target your content based on key performance indicators and real-time behavioral data.
Dynamic Reporting
Real-time dashboards and Power BI integration to monitor member satisfaction and engagement.
AI Support Agents
Predictive analytics and intelligent agents providing 24/7 automated member support.
Azure Performance
Built on the Microsoft Azure Cloud Fabric for enterprise-grade scalability, security, and high-speed delivery.
Sandbox Environment
Full-cycle testing and staging environment for building, validating, and optimizing new workflows before live deployment.
360° Support & Warranty
Full technical warranties and unlimited support, ensuring your board is protected from billable surprises.
Security & Compliance
Enterprise-grade data protection and regulatory compliance built into the Azure Cloud fabric.
Event Registration
Custom checkout flows with Canadian tax logic, dynamic member pricing, and native Zoom integration for seamless virtual delivery.
Online Store & E-commerce
Unified shopping for digital and physical goods with native AMS tax logic and member-only pricing.
Service Portals
Highly specific, role-based online portals for specialized programs, certifications, and gated member services.
Content Management
Enterprise Orchard CMS integration providing a powerful, license-free alternative to Sitefinity and Kentico.
Bulk Email Engine
Enterprise-grade communication tools with advanced scheduling, tracking, and delivery analytics.
Managed Listservs
Automated community email logic that syncs member data with secure peer-to-peer discussion groups.
Member Hub
Secure, role-based community forum for high-engagement peer networking and collaboration.
Bilingual Messaging
A native translation layer for all services, ready to activate across your platform with a toggle.
Design Studio
Low-code environment for staff to create custom layouts and complex data flows without programming.
Open REST API
Connect existing software seamlessly with our robust, documented API endpoints for total data flow.
Workflow Automation
No-code triggers that initiate automatic processing and updates across the entire ecosystem.
Data Architecture
Relational database integrity designed specifically for the unique complexities of association data.
Design Studio
The Interface for Your
Living Ecosystem.
Empower your staff to design and deploy high-performance member interfaces—no programming required—by leveraging the same **graphical design tools** that power your **Workflow Blueprints**. Capture, validate, and process data in real-time with zero friction.
AMS Integration
Native connection to core AMS fields or create custom fields instantly.
Payment Ready
Connect to any provider to securely process dues, fees, or donations.
Advanced Search
Smart lookup controls make complex data entry a breeze for any user.
Plug & Play
Embed custom forms on any website or CMS with one line of code.
Workflow Studio
The Heart of Your
Living Ecosystem.
Empower your staff to personalize complex member journeys using **graphical workflow design tools**—no programming required—by leveraging a growing library of **Workflow Blueprints**. These blueprints allow your team to deploy sophisticated, end-to-end services that instantly unify your staff AMS and online member portals.
Intelligent Triggers
Initiate instantly via web forms, real-time SmartList matches, or dynamic status changes.
Conditional Logic
Direct approval paths with sequenced states and if/then logic that knows your data.
Automated Actions
Auto-assign tasks, update member status, manage group participation, or publish to Partner APIs.
Ready to automate your operations?
Build your first connected blueprint in minutes. No coding required.
Get Started for Free