Applications, renewal-risk scoring, and drafted outreach that staff check and send from their own email.
Public membership application form feeding a staff review queue
Renewal-risk scoring per member, with the specific reasons behind the score
The Renewal Agent drafts personalized outreach from the member's own record: attendance, invoices and activity
AI drafts are never sent by the app: staff check each one and send it from their own email
Member self-service portal for profile, invoices, and event registration
In the productDues & RenewalsJoin (public application)Member portal
From application to member
New members apply through a public form at /join. Applications land in a staff review queue rather than an inbox, so nothing gets lost waiting for someone to notice an email. Once approved, the applicant becomes a full member record in the CRM: same company, same contacts, no re-entry.
Renewal risk, scored and explained
Every member gets a renewal-risk score built from real signals, days to renewal, engagement level and dues invoice status, banded into a plain low/medium/high read. The score comes with the actual reasons behind it ("renews in 12 days," "dues invoice overdue"), not just a number.
The Renewal Agent uses those scores to draft a renewal email from what is on the member's own record, such as events attended, invoices and recent activity, rather than a generic reminder. The draft waits in a Draft inbox, where staff approve or edit it, then send it from their own email.
The member portal
Members log in to see their own profile, pay invoices, and register for events without emailing the chamber office for each of those. It's the same underlying record staff see from the HQ side, just scoped to what a member should be able to view and act on.
Frequently asked questions
Does the Renewal Agent send renewal emails on its own?
No. It works from the renewal-risk scores and drafts the email; a staff member checks the draft and sends it from their own email. Automatic renewal notices are a separate feature: they stay off until they are switched on for the chamber, then go out on the renewal schedule.
Can members pay dues directly through the portal?
Yes: the portal reads the same invoice and payment data as the staff-side Finance module, so a payment made in the portal reflects immediately on the staff side.
See the Member CRM, Dues, and Events working together
Book a demo: we'll run it live in a working demo workspace, not a slide deck.