Meaningful
Products · AMS

One AMS for every relationship you manage.

Contacts, communications, and the automation behind them. Every gift, renewal, and registration lands on the same record.

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Contacts

2,418 people · 6 saved segments

NameRelationship

Showing 5 of 2,418 · pick a contact to see their record

Product illustrations use example data and are not customer results. Confirm the specific workflow, integrations and configuration in your walkthrough.

One record. Every workflow.

You know the problem: four half-updated copies of the same person. Here's how one AMS record replaces all four.

The same person arrives in four different ways and still comes out as one person. You won’t be merging them back together later.

  • Segments are saved filters, so they update as records change
  • Re-importing your list doesn’t create duplicates

Every page your team works in.

Change a phone number in one place, and it’s changed in all sections. Nothing gets typed in twice.

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Also in the AMS

  • Contacts
  • Key Relationships
  • Forms
  • Communications
  • Sequences
  • Templates
  • Dashboard

    Your key numbers and recent activity on one screen, the moment you sign in.

  • Workflows

    Write the rule once. It runs for every contact that matches, without anyone looking them up.

  • Member Portal

    A member fixes their own phone number and your team is already looking at the new one.

Works with the tools you already use.

Keep the inbox, calendar, and books you already use. Nobody copies data between two systems by hand.

Gmail

Connect a supported Gmail mailbox. Review access, sync scope and workflow requirements in a walkthrough.

Outlook

Connect a supported Outlook mailbox. Review access, sync scope and workflow requirements in a walkthrough.

Google Calendar

A meeting booked from a contact’s record shows up on your calendar automatically, no double entry.

SMS

Send and receive texts from the same composer as email, logged to the same contact timeline.

Site Builder

Public forms built in Site Builder read and write the same contact record, so there’s no CSV export to reconcile.

Eventbrite

Cross-post an event to Eventbrite and registrations sync back as contacts automatically.

Luma

Cross-post an event to Luma and the guest list syncs back to Meaningful automatically.

WordPress / MemberPress

Every night, memberships, renewals, and new members from your MemberPress site land on the matching contact.

QuickBooks Online

QuickBooks integration is used by some customers and has known reliability issues. Review sync and reconciliation requirements with us.

Products

One platform, built the same way everywhere.

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Questions before the demo.

Bring your workflow. See Meaningful in action.

Tell us what you use today and what you need next. Please do not include member or donor personal data.

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