Schedule a Demo

 

Hear How the Company Profiles Feature
Has Made a Big Impact on One Association.

  • Does your association have a Company-based Membership Structure?

  • Are you using Relations and Trigger Updates within your database?

  • Are your members looking for the 'Big Easy Button' to update and maintain their company, employee and branch details?

What Do You Mean... Company-Based Membership Structure?


Many associations already use the database's
Connections feature to manage memberships by company. Here's how it works:

  • Each member company has its own record.

  • Each employee gets a separate person record.

  • These records are linked together.

  • When the company’s information is updated (like address, phone, membership status), the changes automatically update the connected employee records using a tool called Trigger Update.

This saves staff from having to update each employee’s details one by one, keeping things consistent and efficient.

NEW! - The Big Easy Button


Make membership updates a breeze with our Custom Company Profile Forms. Designed for company-based associations, these online forms let your member companies easily manage everything in one place—including their company details and employee records.

Here’s how it works:

  • Key Contacts can log in any time during the year to update company info and add, edit, or remove employees.

  • You control who sees and updates what—forms are fully customizable to fit your needs.

  • Need extra users to help with updates? They can get access too, with permissions tailored to their role.

  • Forms can be accessed via a secure email link or posted in your Members Only section—whenever it’s convenient.

The result?

Your members get a simple, self-serve tool for keeping their records up to date. You get accurate, consistent data—and your members are empowered to control their information.

(Here's just one example below)


 

Call or text Kaylee or Pat today at (614) 451-5010 to schedule a personalized walkthrough!