in1touch

Core benefits of the in1touch Association Management SaaS solution:

  • Comprehensive Membership Management: Simplify membership administration, improve member experience, and enhance engagement.
  • Event and Conference Management: Streamline event planning, organisation, and attendee tracking for enhanced member participation.
  • Powerful Content Management: Efficiently manage documents, resources, news, and announcements for up-to-date content.
  • Financial Management and Reporting: Streamline financial processes, improve transparency, and enable accurate reporting.
  • Communication and Collaboration: Foster member connections through member directories, messaging, and discussion forums.
  • Customisable and Scalable: Tailor the system to specific needs and easily scale with membership growth.
  • Integrations as iPaaS: Seamlessly integrate with other systems and applications through in1touch's Integration Platform as a Service (iPaaS) capabilities, enabling efficient data exchange and workflow automation.
  • Secure and Reliable: Ensure data security and business continuity with encryption, access controls, and backups.

These benefits highlight the comprehensive and efficient capabilities of the in1touch Association Management SaaS solution, which not only offers core functionalities for managing membership, events, content, finances, and communication but also provides integrations as an iPaaS platform to seamlessly connect with other systems and automate workflows for enhanced efficiency.

in1touchTD Key Features

Membership Management

Handle multiple complex types
  • Peer review on initial application, turn it on or off
  • Members self-register and renew online
  • Create, update, and search member profiles anytime, anywhere
  • Complete control of data visibility by staff
  • Generate custom labels and member cards
  • Post events to a Google calendar, Twitter, Blog, or Facebook
  • Setup auto emails, notify members of important news and events
  • Auto generate invoices and email invoice reminders
  • Configure sharing membership groups (e.g. board, sub-committees, other)
  • Allow members to view, print, and pay invoices at any time
  • Locate and analyse data via Google Maps
  • Create a membership roster or directory; have an unlimited number of rosters for different purposes
  • Make your rosters public or private

Careers and Job Boards

Offer Valuable Services through in1touch
  • Post careers for members or offer a job board to your sponsors
  • Use the WYSIWYG Editor and make posts appealing
  • Post job openings in just one click
  • Make posts public or private to members or specific group
  • All notices are easily searchable

Advertising, Sales, and Management

Open a targeted niche to advertisers and generate new revenue for your organization
  • Allow members to create, post, and purchase custom website advertising
  • Manage and display rate cards in multiple categories
  • Control ad insertion and cut-off dates
  • Track related invoicing and accounts

Surveys, Nominations, and Elections

Open a targeted niche and generate new
information or revenue for your organization
  • Easily create simple or complex surveys
  • Pose an unlimited number of questions, or just a few
  • Organize and segment questions into pages
  • Setup rules between questions and answers
  • Ask questions based on answers
  • Ask Candidates and Licencees to upload files and photos 
  • Each survey becomes a new template
  • Make a survey public or private to all members or a specific group
  • Export results into Excel

Document Management

Share your Documents with Members and the Public
  • Maintain your own library of documents, images, and videos
  • Create categories and folders
  • Make documents public or private to all members or a specific group
  • Organise your documents into folders
  • Search documents by keywords or description
  • Let members upload and update documents

Continuing Education & Professional Development

Efficiently manage continuing competency programs
  • Setup continuing education or professional development database based on your needs.
  • Allow Licencees to update and track their CEU/PDUs online
  • Award CEU/PDUs to Licencees automatically based on the event attendance.
  • Notify Licencees about outstanding CEU/PDU credits
  • Email/Print certificates to Licencees on successful program completion
  • Retain CEU/PDU history for transcript requests, inquiry, and analysis

Self-Assessment and Standardised Tests

Gaining valuable insights about and for your
members by using Online Tests
  • Easily create simple or complex tests
  • Setup an unlimited number of questions by category
  • Score and weight each question and category
  • Setup test to randomly pick questions from the database
  • Setup time limits for answers on each question and/or the whole test
  • Configure pass, fail, and score pages
  • Each survey becomes a new template
  • Make test public or private to all members or a specific group
  • Export results into Excel or run customized reports

Mentoring and Matching

Connect members with mutual or
complementary interests, expertise, and attributes
  • Create a list of questions, answers, and criteria to automatically match members
  • Easily edit matching criteria and participation
  • Allow members to list, accept, deny, and remove matches
  • Allow matched members to create their own private internal community

Internal Communities

Create internal self-managed communities
  • Allow and promote internal networking by your members
  • Design and tailor landing pages and dashboards by community
  • Provide internal calendars, news, libraries, rosters, forms, surveys, and tests
  • Support self-managed discussion groups and member-to-member messaging

Social Media

Encourage involvement, facilitate interaction,
help build strong communities
  • Integrate to most social media channels with a single sign-on
  • Post your events and other news directly into Twitter, Facebook, Google, and Blogs
  • Create and manage groups and listservs
  • Allow members to customise and communicate with each other via message boards and wall postings

Accounting Integration

Automate and extend your accounting processes
  • Manage billings, payments, and refunds for all financial transactions recorded in the system.
  • Account for multiple transactions on a single invoice or single payments to multiple invoices
  • Extensive search and granular control on access to search for all items
  • Integration with all leading accounting packages

Content Management System (CMS)

Full-featured Content Management System to
manage your Websites and Member Portals
  • Load, Edit, and Manage content
  • Setup public and private content
  • Multiple websites
  • Pages, Tags, Banners, Image Gallery, News feeds, Events, Forums, Chat

RESTful API

Advanced API allows you to integrate and extend the use of the in1touch platform.

Platform as a Service (PaaS)

With the in1touch platform, you can do even more.
Develop and configure your own Features, Systems, and SaaS.
  • Customise and reconfigure existing features
  • Create new modules for different needs
  • Design and implement new systems for your members

Member Directories

Create one or many searchable public or private online member directories
  • Search individuals, organizations, credentials, and/or any other multiple fields
  • View results in columns or change the parameters to suit your preferences
  • Locate and analyse members via online mapping
  • Allow members to self-manage roster textual and image content

Online Portals

Create a variety of portals for Applicants, Members, Vendors, and more
  • Easily configure custom online portals
  • Allow Applicants to complete a full application online
  • Upload documents
  • Automatically validate missing information
  • Online renewals for members
  • Vendor/Sponsor Portals
  • Download certificates and Wallet Membership Cards

Integrations

in1touch has pre-built integrations with many popular external systems.
  • External Databases (SQL Servers, Oracle, Azure)
  • Communication platfroms (Email, SMS)
  • Accounting and Payments
  • External LMS
  • Payment Gateways
  • Reports and Analytics

Online Call-Centre

Receive calls and call members directly from their Profile
  • Call members using your headphones
  • Receive calls from members directly in the system
  • Quickly find a profile while on a call
  • Save the phone conversation to the member's profile

Security

The in1touch platform is known for its privacy and security features
  • Security Audit Logs
  • Failed Logins Logs
  • Multi-factor Authentication
  • GDPR compliant
  • PCI and SOC2 compliant
  • Internal security monitoring and testing tools

Learn why in1touch PaaS is the right platform to support your organisation.
Speak with an expert from our team to learn how we can meet your unique needs.