For Membership Associations

Connect the operational layers of your association.

OrgMesh helps associations reduce administration, improve visibility, strengthen governance, and keep members, groups, events, payments, communication, workflow, and AI assistance working together.

5,000
Max members
Events per year
28
Automation triggers
7
Group types
100%
Audit logged
Member lifecycle

From curious visitor to engaged long-term member

OrgMesh is built around the complete journey of a member — not just a contact database with tags and notes.

Stage 01

Discover

Public workspace with events, directory, and join form

Stage 02

Apply

Custom application form with any fields you need

Stage 03

Approved

One-click approval, invoice auto-issued, welcome email sent

Stage 04

Engaged

Events, committees, email campaigns, forms

Stage 05

Renewed

Automated renewal reminders and overdue recovery

The lifecycle runs itself

Every transition triggers the right automation. Set the rules once — OrgMesh handles execution automatically, forever. Every action is logged and every step is visible.

  • Application submitted → admin notified
  • Member approved → welcome sequence starts
  • Invoice issued → payment automatically tracked
  • Invoice overdue → 3-touch recovery sequence fires
  • Event attended → survey sent next day
  • Member inactive → re-engagement campaign
  • Group join requested → leader notified
  • Year 1 complete → anniversary milestone email
Working groups

Committees, boards, and working groups — properly structured

OrgMesh Groups are not just labels. Each group is a full sub-environment with its own members, roles, files, tasks, email segments, and forms.

01

Create a committee or working group

Choose from 7 built-in types: Committee, Team, Program, Class, Network, Board, Working Group — or define your own with custom naming for the UI.

02

Assign a leader with scoped access

The leader gets a restricted dashboard view — they manage only their group's members, files, and tasks. They never see other groups or sensitive organisational data.

03

Email audience segments auto-created

Four email segments are created automatically per group: All Members, Leaders Only, Active Members, Public Members — ready to use in campaigns immediately.

04

Attach events, forms, files, and tasks

Link any event or form to a group. Each group has its own file folder and Kanban board. Join requests come in, the leader approves or declines — all tracked in the audit log.

Features

Everything your association needs. Nothing it doesn't.

Members & Tiers

Define Individual, Professional, Corporate, Student — any levels with their own pricing and billing intervals. Tracked across every invoice and communication.

Applications & Join Form

Public form with any fields you need. Applications reviewed in one view, approved in one click, rejected with a reason. All logged to the activity trail.

Invoicing & Finance

Sequential invoice numbers, PDF generation, Stripe and PayPal integration. Automated overdue reminders — three touches then automatic status change.

Events & Registration

Publish events with member and non-member pricing, custom registration questions, approval workflows, and attendance marking. Follow-up sequences fire automatically.

Email Marketing

Send to your full audience, specific tiers, event attendees, or group members. Open tracking, unsubscribe management, and custom SMTP support.

Member Directory

Public directory with photos, bio, website, and industry. Members control their own visibility. You control which fields appear. Updated instantly.

Forms & Surveys

Nomination forms, committee applications, annual surveys, volunteer signups — build any form and attach it to a group or event. All responses in your dashboard.

Workboard & Files

Kanban task board and file storage for your team and each working group. Group leaders see only their own board and folder — never organisation-wide data.

Team Permissions

Invite staff with preset roles: Member Manager, Events Manager, Treasurer, Read Only. Build custom permission sets. Group leaders get purpose-built scoped access.

Pricing

Find the package that fits your association now.

Start with the level that matches your association size and complexity, then select the operational capability suites your team needs.

Find your fit

Solo

For consultants, coaches, trainers, and micro organizations.

  • One user
  • Standard operations
  • Simple contacts and activity
  • Core communication and records
Find your fit

Dynamic

For established organizations with multiple teams and operational complexity.

  • Multiple teams
  • Advanced activity structure
  • Broader governance and workflow
  • Expanded capability suites
Find your fit

Enterprise

For large and complex organizations that need scale, control, and advanced integrations.

  • Enterprise scale
  • Advanced integrations
  • Complex permissions and governance
  • Tailored operational architecture

Ready to connect your association operations?

Book a demonstration and see how OrgMesh can reduce administration, improve visibility, and support seamless association operations.