Clients & companies
Complete profiles for members and companies: tax details, contacts, required documents, contract and booking history, and segmentation for your communications. Your whole community in one place.
Everything you need in this module
Full member profile
Personal and tax data, attached documents, contracts, bookings and invoices: the whole history on a single screen.
Companies & contacts
Manage companies with multiple contacts and roles: who signs, who receives the invoices and who books rooms.
Required documents
Define the mandatory documentation per client type (ID, deeds, power of attorney) and track expirations with alerts.
Advanced segmentation
Filter by rate, location, tenure or payment status. Create dynamic lists for campaigns and notices.
Import from Excel/CSV
Migrate your current database in minutes. Our team helps you with the initial import.
Communications from the profile
Send emails to a member or a whole segment without leaving the profile. Templates and field-based personalization.
Reports & statistics
Sign-up and churn trends, retention and distribution by rate. Export to Excel or PDF.
Your whole community, zero spreadsheets
Centralize members and companies in a single system
Spot missed payments and expired documents in seconds
Full history of contracts, bookings and invoices per client
Digital onboarding of new members without paperwork
Comply with GDPR without extra effort
Access from any device, anywhere
Other modules you might be interested in
Contracts & membership fees
Contract templates, online signing, recurring fees via SEPA direct debit or card, renewals and overdue payment reminders.
→Booking engine
Meeting rooms, desks and private offices with a real-time availability calendar, online payment by the hour or day and check-in/check-out with notifications.
→Spaces & desks
Inventory of locations, spaces and desks with real-time occupancy, availability calendar and profitability reports per space.
→Contact us for more information about Clients & companies
No card required · No lock-in · Cancel anytime