Available Modules and Functionality
Investors - Members
Sales, Renewals, New Investor / Member onboarding and invoicing all from 1 platform.
Investor - Member Recruitment
Recruit new businesses - we'll help you find the right accounts to target based on industry fit and intent data.
Member Assistance Tracking
Track all assistance provided to local companies - capture KPI's and report on assistance outcomes.
Engagement Tracking - Customer Success
Member onboarding and engagement tracking systems boost retention and value.
Referral Tracking
Track referrals made and referrals received.
Goals
Track and manage progress towards set goals and objectives.
Project Management
Track and manage all projects with ease.
Social Media Scheduler
Automate posts and track engagement. Plan, publish, and analyze social content from one centralized platform.
Invoicing
Generate invoices for events, sponsorships and dues.
SEO Optimization
Boost visibility, drive organic traffic. Actionable insights, performance monitoring.
AEO
Answer engine optimization to help your website rank with AI search.
Dashboards and Reports
The reports on your dashboards update on their own - export to .pdf or powerport.
Content Creation
Create content using built-in AI tools that design based on your brand and brand voice. Your marketer's new Best Friend.
Marketing Services
Work with our marketers or have our team do it for you. Copy, Ads, Design, Campaigns, Blogs, Social.
Events and Event Management
An entire event management system to help you run world class events.
Real Time Analytics Dashboard
Instant performance clarity. Track key metrics, make data-driven decisions.
Contact us to schedule your demonstration and experience the power of HubSpot.