Solution for

Run every client association from one login.

Every client association gets its own workspace. Your team keeps one login and one set of habits, and each client gets its own bill and its own reports.

Book a demo Talk to sales

Client4 workspaces

Members

1,284

Renewal rate

91%

Dues YTD

$412k

Ontario Dental · this weekBook: A. Tremblay

Renewal batch sent to 148 members2 days ago

CE course published: Ethics 201Mar 4

Platinum sponsor benefit fulfilledMar 1

You add a client without adding a login.

One platform, one team, one set of habits, and no client ever sees another client’s data.

One login

Switch clients without switching tools.

Open the picker and choose the client you’re working on. The rows change, your place doesn’t, and you never learn a second set of screens.

Active workspace

Membership · Ontario Dental

Active members1,284

Renewals due38

Lapsed 30 days9

Dues collected$412k

This week

Renewal batch sent to 148 members2 days ago

CE course published: Ethics 201Mar 4

Platinum sponsor benefit fulfilledMar 1

Ontario Dental· own recordsCAN Engineers· own dues rulesPrairie Growers· own portalASBA· own brandingNorthern Nurses· own renewal cycleOntario Dental· own recordsCAN Engineers· own dues rulesPrairie Growers· own portalASBA· own brandingNorthern Nurses· own renewal cycle

Atlantic Realtors· own audit trailBC Foresters· own chaptersAlberta Vets· own domainQuebec Architects· own tiersManitoba Growers· own reportingAtlantic Realtors· own audit trailBC Foresters· own chaptersAlberta Vets· own domainQuebec Architects· own tiersManitoba Growers· own reporting

Separate by default.

Nothing crosses between client workspaces. One coordinator, four client books, zero crossover.

Invoice · Ontario Dental

Membership$640

Events$210

Learning$180

Portal$95

Billed to this client$1,125

Per-client billing

The line items go straight into your management fee, with no spreadsheet in between.

Membership

Set each client up their own way.

Each client keeps its own tiers, dues, renewal calendar, and event program.

Open the one your next client call is about.

A. Tremblay

Ontario Dental, Prairie Growers +2

4 clients

M. Lefebvre

CAN Engineers +2

3 clients

S. Byrne

Portfolio view · every client

all clients

Staff by client book

Your coordinators see only the clients they serve. You see all of them.

Portfolio reporting

Renewals and revenue across every client you manage, and a view each board can read without you rebuilding it.

Renewal completion, current cycle.Open the client whose board meets next.

Three steps, per client.

Scope each client separately, agree the configuration and validate the imported records before switching tools.

Step 1 · By agreementReview requirements and sample exports

Start with the client you’d move first.

Contact exportQueued

Historical dataQueued

PermissionsQueued

Your requirements

Meaningful discussion

Historical data

List records to retain

Confirm import scope

Timing

Your target date

Agree after scoping

Real customers

What 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
“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

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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