One platform. All the features. None of the complexity.

Encompass Engage

Flexible membership management for any organisation, any size.

 
Membership
Organisations
Not for profit
Organisations
Universities &
Colleges
Public
Sector
 

MEMBERS

Membership Management

A fully integrated membership management platform built to handle every aspect of member lifecycle — for organisations of any kind.

  • Streamlined membership registration and sign-up
  • Subscription management
  • Targeted member communication
  • Event management and booking
  • Designation management
  • Committee and group management
  • Member self-service portal
COMPLIANCE

CPD

Fully-featured Continued Professional Development logging and management module.

  • Automated CPD logging — coursework, exams and events
  • Manual entry for external accredited activities
  • CPD adjustments and audit management
  • Annual CPD declaration and certificate generation
  • Designation-based CPD eligibility controls
TRAINING

Accreditation

End-to-end accreditation management for internal and third-party training content.

  • Combine accredited material from multiple providers when building events
  • Publish events directly through the events management system
  • Auto-log CPD for attended events — virtual or in-person
  • Managed re-accreditation workflow for expired content
  • Designation-based CPD eligibility controls
TRAINING

Event Management

Comprehensive event management, booking and payment module.

  • Calendar or list view for viewing and booking events
  • Early bird tickets and promotional pricing
  • Member and public ticket pricing
  • Online and in-person events
  • Booking per table for dinner events
  • Automated CPD logging for accredited event
ON-THE-JOB TRAINING

Students and Apprenticeships

Full management of student and corporate apprenticeship programmes.

  • Automated graduate-to-member conversion on graduation
  • Employer apprenticeship programme management
  • Approval workflows for employers and apprentices
  • Configurable access permissions
  • Learning institute accreditation links
  • University Information System integrations
ONBOARDING

Member Registration & Sign-Up

Seamless, customisable registration to maximise enrolment.

  • Pre-registration screening for new members
  • Lead capture from name, email and password entry
  • Employer and university degree selection
  • Document verification workflows — qualifications, certificates, passports
  • Configurable discounts — student, job seeker, and more
  • Flexible membership grades — member, chartered, fellow, affiliate
  • Payments via Stripe, PayPal, Global Payments and more
SELF-SERVICE

Member Portal

Self-service member portal allowing members to manage almost all aspects of their membership.

  • Personalised news, events, videos and podcasts
  • Communication preferences
  • CPD logging
  • Renewals management and payment
  • Event, course and exam booking and payment
  • Support ticket logging and management
  • Available online or through Android or iPhone App
MEMBERSHIP TYPES

Leads, Provisional and Full Members

Manage members of all types, at every stage.

  • Conversion workflows from lead to provisional to full member
  • Configurable registration flows and pricing per member type
  • Configurable pricing models for different member types
  • Bulk membership type conversions
  • Multiple routes to membership — accredited courses, experiential learning and more
Membership software that works the way you do

Keep your members engaged

 
 
Membership
Management
 
Event
Management
 
Payments &
Accounts
 
E-commerce &
Donations
 
 
Online
Community
 
Customised
Dashboards
 
CPD &
Training
 
Membership
Website & CMS

 
MEMBER SUPPORT

Helpdesk Management

Support teams can view a member’s self-service portal exactly as the member sees it, enhancing and simplifying member support.

  • Ticket logging via member portal, website, mobile app, email or phone
  • Automated routing of support requests based on email subject
  • Automated polling of support ticket email inbox
  • Categorisation of tickets based on priority and SLA
  • Ability to restrict the visibility of data for sensitive cases
  • Performance reporting, response time vs SLA
PARTNERS

Corporate Services / Sponsorship

Engage with partners such as corporate members and employers.

  • Option for employers to cover staff membership fees
  • Employer corporate portal to manage member payments
  • Discretionary payment option for employers, e.g. events
  • Pro-forma invoice generation for member fees
  • Option for corporate funding of training (sponsorship)
  • Oversight of CPD compliance for staff
MARKETING

Communication and Marketing

Engage with members and other stakeholders through comprehensive communication and marketing tools.

  • Fully templated emails to support corporate branding
  • Automated emails, e.g. renewals, event bookings etc.
  • Localisable system messages, email and SMS content
  • Email campaigns for specific communities and groups
  • Full integration to MailChimp for marketing emails
  • Adhoc, targeted email communications through MailChimp
EDUCATION

Learning, Exams and Assessment

Manage member learning and assessment through integration to common LMS and online assessment tools.

  • Course and exam booking and payment
  • Educational resources and assessment (through Moodle)
  • Experiential learning management
  • Exam schedule management (through TestReach)
  • Reasonable accommodations, deferrals and extensions
  • Appeal of results management
  • Results and awards publication management
MANAGE YOUR CASHFLOW

Finance

Manage all the finances of the organisation through Encompass ERP.

  • Accounts receivable, payable and banking modules
  • Direct debits and continuous payment authority (CPA)
  • Purchase ordering and invoice management
  • Departmental and activity-based costing
  • Human resources module
  • HMRC Making Tax Digital approved (UK only)
STREAMLINE PROCESSES

Workflows

Fully integrated workflow management to streamline day-to-day operational tasks.

  • Full oversight of stages of applications, enrolments, etc.
  • Automated reminder emails, e.g. incomplete applications
  • Customisable and personalised KPI driven dashboards
  • Large pool of off-the-shelf KPI widgets to choose from
  • Configurable task assignment and task reminders.
MAXIMISE YOUR AUDIENCE

Accessibility

Fully accessible solution ensuring the needs of all members and stakeholder are catered for.

  • Support for corporate branding
  • Localisable for different languages
  • Built for compliance with WCAG 2.2 guidelines
  • Responsive design to suit all common browser and devices
  • Member portal available through Android or iPhone App
COMPLIANCE

Security

With a notable escalation in cybersecurity threats over recent years, security is a top priority for us. Our security architecture has been built from the ground up to provide the protection and monitoring necessary for the securing data in today’s environment.

  • User and role-based access rights
  • Assign enquiry, add or edit access to a user or role
  • Multi-factor authentication
  • Full auditing of all changes
  • Encryption of data in transit and at rest
  • ISO27001 compliant

 

MEMBERSHIP PLATFORM

Our Clients

 

Get in touch

We aim to provide leading digital solutions that bring value to our clients for complex and challenging projects.