One relationship, not four reintroductions
Connect membership, giving, volunteering and event activity to the people in your CRM.
✦ Now with an AI inbox agent
One platform,
built your way.
Pick from CRM, fundraising, membership, events, learning, volunteers, and more. Start with what your association needs today, then add the rest when you're ready.
Contacts
Filter, edit, and manage your contacts.
2,418 contacts
| Name | Phone | Role | Status | |||
|---|---|---|---|---|---|---|
MLMarcus Lee | marcus.lee@mail.com | (604) 555 0148 | Sponsor | Active | ||
DODana Okafor | dana@okafor.org | (604) 555 0192 | Member, Donor | Active | ||
PRPriya Raman | priya@raman.ca | (778) 555 0113 | Member | Active | ||
JEJordan Ellis | jellis@mail.com | — | Donor | Inactive | ||
SASofia Alvarez | sofia.a@mail.com | (250) 555 0167 | Volunteer | Active |
Product illustration with example data. Explore this workflow in your walkthrough.
For the small teams running big programs.
Pick the modules you need.
Skip the ones you don’t.
Product illustrations with example data.
CRMSee the CRM
One record for every relationship.
Connect contacts, key relationships, email and follow-up workflows. Keep the people behind your memberships, events and giving in the same CRM.
Contacts and segmentsKey relationshipsWorkflows
FundraisingSee donations
Keep giving connected to the person.
Manage donations and recurring gifts alongside donor records. Connect your forms, communications and follow-up in one place.
Donation checkoutRecurring giftsReceipting
MembershipSee membership
Keep renewals moving.
Bring signups, renewals and member communications together. Give members a portal, and give your team a clear view of who is active.
Auto-renewalsTiersMember ledger
EventsSee events
From registration to the member record.
Manage events, registration and attendance alongside your CRM. Conference workflows are being developed with one pilot customer.
Event pagesPaid registrationCheck-in
LearningSee learning
Learning and CE, alongside membership.
Bring courses, enrollment and continuing-education tracking into your membership workflow. See how completion and certificate requirements fit in a walkthrough.
CoursesEnrollmentCertificates
VolunteersSee volunteers
Connect volunteers to the work.
Manage opportunities, participation and hours alongside your supporter records. Keep volunteering connected to the rest of your programs.
Opportunity postsScreeningHour tracking
SponsorsSee sponsors
Keep the sponsor relationship in view.
Track key relationships, pipeline stages and renewal conversations alongside the rest of your CRM. Keep the next follow-up close to the record.
Sponsor packagesPipeline trackingRenewals
Action Hubs & PortalsSee portals and inbox
A front door for your members.
Give members a portal and keep their activity connected to your CRM. Bring mailbox sync and communication workflows into your team’s day.
Team inboxInbox agentMember portal
Keep the tools you already run.
Connect them to your CRM.
Customers use Gmail and Outlook mailbox sync and QuickBooks integration. QuickBooks has known reliability issues; we’ll review your accounting workflow and any other connections with you.
We have thoroughly enjoyed working with the Meaningful team! They did a great job navigating a number of challenges posed by our request to use a different hosting platform, and were persistent in ensuring we got it up and running.
Taylor SacréRiseUP! Project Coordinator, PHABC
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Four ways to simplify your team’s day.
One tool to learn, every program to run
Move between programs with the same workspace and familiar controls.
A migration plan for your data
Agree on the records, cleanup and validation your move needs before setting a timeline.
One platform, every program, on one bill
Choose the modules your organization needs and review the combined scope in your walkthrough.
Your day, not a generic setup.
Pick yours and see the screens you'd actually be working in.
Associations
Everything a member does lands on one record. You open the chapter list and already know who renewed and who has not.
See how it worksManagement companies
You run every client association from one login. Switch between them in the same window, and no client can see another.
See how it worksNonprofits
Donors, volunteers and programs on one record. You open one supporter and see everything they have given and shown up for.
See how it worksWhat the teams we work with say.
What Meaningful is building is going to be a game changer for the industry.
Sarah HilliferCo-Founder & Principal Consultant, harbour & hive
Tell us what you’re currently running.
We’ll walk through the modules that fit your work, the tools you want to keep and what a move would involve. Please leave member and donor personal data out of your message.
- ✓Your workflows
- ✓Your current tools
- ✓Your next steps
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