Operations

Membership Management Software

The Freedom™ Operations Application is the engine room of your organization. Manage members, events, and projects; track member report tickets and run reports; and generate revenue on a platform that integrates seamlessly with your website, marketing, and payment-processing tools. 

Contact Database 

This module allows you to manage people, companies, and families. Create and build out member profiles, track member activity, and regulate levels of website access.

Customize and Run Reports

Use the advanced, non-technical report builder to create custom reports by filtering on predefined and custom fields. You can sort by date range, generate auto-totals, and use inline editing to modify fields easily. Save custom reports as favorites and retrieve them from the Report Manager at any time.

Track Organizational Activities

Keep up with project statuses and who is doing what within your organization.

Manage Groups & Committees

This module integrates with Google Groups, providing a communication platform for your committees, staff, board members, and other groups. Group members can communicate with one another through an email listserv. Assign individuals within the People module to specific companies, linking them in parent/child relationships, while delivering all of the same reporting and data-tracking functionality. You can also grant individuals administrative rights to company profiles and choose to display that information in a business directory on the website.

Track Membership Dues

The Membership module is a powerful platform for tracking how members are engaging with your website and organization. A membership timeline displays every interaction, starting with a person’s join date and including information such as dues paid, events attended, and purchases made. You can closely track how many times a member has logged in, whether they’ve accepted any benefits, how many views they’re getting on the business directory, etc.

Additionally, this module includes automated dues processing functionality; you can build registration and renewal forms, set tiered pricing, and enable automated renewal reminders. It supports manual control, as well. You can manually renew, suspend, or expire members and modify their rates.

Track Member Engagement

Generate reports that display how involved/engaged with the organization members are. Track event registrations and more.

Events

Our Events module makes it easy to post events and accept attendee, table, and sponsor registrations. Create custom registration forms to display on your website. You can set up one-time or recurring events and provide multiple ticket types (for example, member, non-member, early bird, sponsor, etc.). Your members can register for multiple events at a time, and you can provide them with automatic email reminders. This module also allows you to accept registration payments and view attendance reports.

Manage On-Site Check-In

This module provides your staff with everything it needs to be successful at the door of an event. Optimized for mobile devices, it enables staff to view registrant lists and prepaid status, check in attendees, and add new registrants on the fly. 

Manage Projects

The Projects module is a full-featured, web-based project collaboration and management tool. It allows administrators to create/customize projects and to-do lists and track completed work. Transitioning from other project management systems is easy, and the Projects module can import projects from Basecamp®. 

Clean up Your Data with a Data Purifier

This database management tool allows you to resolve data conflicts (such as duplicate entries), approve or deny changes to member records, restore previous versions of member profiles, import/export data, and archive old data.

 

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