Is your mission-critical membership platform made up of “silos” that can’t talk to each other and keep you in the dark?
Or have you used a one-stop-shop solution that promised to “do it all”, but is ineffective at much of what it claims to accomplish? Have you lost valuable time and money twisting its arms? Are you resigned to finding workarounds for its shortcomings?
Are you stuck making decisions based on hunches because you can’t test your hypotheses and inform your next steps when it comes to engaging members and supporters?
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