Features

Integrated modules for complete management

Each module addresses a specific area while sharing data and workflows to provide one coherent institutional view.

01

Institutional administration

Member management

Complete records, representatives, contacts, categories, status, documents, history, certificate and portal access.

Users and permissions

Access levels, granular module permissions and protection of sensitive functions.

Institutional settings

Visual identity, institutional data, bank accounts, document types and operating rules.

02

Association finance

Joining fees and dues

Values by category or size, with monthly, quarterly, half-yearly and annual cycles.

Billing

Individual or bulk generation, sequential references, statuses and due-date control.

Payments and receipts

Full-payment confirmation, receipt issuing and member financial history.

Invoice consolidation

Group obligations for one member, justified discounts and source traceability.

03

Processes and workflows

Registration and assignment

Subject, sender, source document, owner, priority, deadline and instructions.

Deadlines and progress

Track status, completion percentage, alerts and process closure.

Workflow history

Complete timeline of assignments, decisions, changes and closure.

04

Relationships and communication

Institutional events

Dates, venues, schedules, classification, status, documents and portal display.

Notifications

Administrative, financial, document and access alerts for teams and members.

Automated emails

Welcome, credentials, access recovery, invoices, payments and workflow communication.

Member Portal

Secure area for finance, events, documents, notifications, profile and requests.

05

Documents and control

Document management

Institutional files, member documents, filters and central organisation.

Approvals

Submission, review, approval or rejection of documents and update requests.

Audit

User, action, module, record, date, IP, browser and route logging.

Reports

Member records, certificates, invoices, receipts, dues, events, workflows and administrative data.

Personalised consultation

Explore the modules suited to your institution

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