CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Blueprint
Membership organisations
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Track prospective and renewing members through application, approval and renewal, with renewal reminders.
Start with this blueprint14-day free trial. Your AI agent can change anything afterwards.
Pipeline
1. Prospect2. Applied3. Approved4. Onboarding5. Active6. Renewal
6 fields
- Member or organisation
- Primary contact
- Membership tier
- Interests
- Renewal date
- Annual fee
Quick actions
- Add prospect
- Review application
- Start onboarding
Reports and lists
- Needs attention
- New this week
- Unassigned
- 2 automation rules
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.
