The Congruent platform is a suite of tools that help you find the “sweet spot” between full automation and painstaking manual staff effort. It connects your payment processors, email marketing systems, and CRMs and provides members self-service tools for managing their membership. In these connections, Congruent collects information that gives you access to powerful reporting.
It’s more than just a connection layer: it translates, performs logic, and can even assign and track tasks as memberships change. Congruent can help you:
- Translate supporter information into the correct context for each third-party software, whether it is your CRM, email marketing system, or payment processor, enabling powerful analytics and segmentation.
Track all data that is sent and received, allowing a window into how things move—and when failures happen, helping identify what & why. - Log members in using emailed or texted “magic links”, making it a breeze for them to access a membership portal that is seamlessly designed to suit your needs; it doesn’t look or feel like a stock, third-party vendor system.
- Notify members in automatic, A/B testable email and SMS notifications when payment methods fail, and track the process of reactivating memberships, eliminating most of the need for manual attention. You can also re-engage supporters whose memberships are about to expire or are eligible for upgrades using personalized suggested membership amounts.
- Provide custom pages which offer promotional items or “thank-you” gifts for renewals and upgrades.
- Catch discrepancies and duplicates in your members’ information, making suggestions and providing tools for remedying.
- Along with login access to the member portal, allow login to your website or mobile app.
Interested? Set up a time to consult with us and see our system in action!
Illustration generated by Tim Nafziger using Dall-E