Membership software tailored to you

Encompass Engage

Easily configured membership system for organisations of all kinds, shapes, and sizes.

 

 

 

 
 
MEMBERSHIP MANAGEMENT

Encompass Engage

Powerful, fully integrated membership management, training, compliance, communication and financial accounting solution for organisations of all shapes, and sizes.

 

 
POWERFUL & EASY TO USE FEATURES

Built For All Business Types

 
 
Membership
Organisations
 
Not for profit
Organisations
 
Universities &
Colleges
 
Public
Sector

 
MEMBERS

Membership Management

Powerful, fully integrated membership management solution catering for every aspect of the membership management process for the vast majority of organisations.

  •  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 for completed coursework, exam and attended events
  •  Manual entry of external CPD accredited activities supported
  •  CPD adjustments
  •  CPD auditing management
  •  Annual CPD declaration and certificate generation
  •  Ability to limit CPD eligibility, for a given activity, to certain designations
TRAINING

Accreditation

Fully managed accreditation process for training material, both internally and from third party training providers.

  •  Ability to build events using a combination of accredited training material from different providers
  •  Publication of events through the events management system
  •  Automatic logging of CPD for attended events, virtual and in-person
  •  Managed re-accreditation workflow for expired training material
  •  Ability to limit CPD eligibility, for training material, to certain designations
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 transfer to full membership upon graduation
  •  Management of employer apprenticeship programmes
  •  Approval workflows for employers and apprentices
  •  Configurable access permissions for students and apprentices
  •  Association with learning institutes for accreditation
  •  Integration to popular University Information Systems
ONBOARDING

Member Registration / Sign-Up

Slick and configurable membership registration to maximum new student and professional member intake.

  •  Pre-registration feature to screen new members
  •  Lead generated after entering name, email and password
  •  Options for selecting employer, university degree
  •  Workflows for analysis of registration documentation, e.g. qualifications, degree certificates, passports etc.
  •  Configurable discount schemes, e.g. student, job seeker etc.
  •  Configurable membership grades, e.g. member, chartered, fellow, affiliate
  •  Payment through all common payment providers including Global Payments (Realex), Stripe, and PayPal.
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

Support for managing members of all types and at all stages of their membership.

  •  Workflows to streamline the conversion of leads to provisional and full members
  •  Configurate registration flows for different member types
  •  Configurable pricing models for different member types
  •  Bulk conversion of membership types, e.g. provisional members to full members
  •  Options for different routes to membership, accredited course, experiential learning etc.
POWERFUL & EASY TO USE FEATURES

Membership Tools Built For You




Membership
Management

Event
Management

Payments &
Accounts

E-commerce &
Donations



Online
Community

Customised
Dashboards

CPD &
Training

Membership
Website & CMS


MEMBER SUPPORT

Helpdesk Management

Comprehensive ticket management solution allowing support teams to view a member’s self-service portal exactly as the member sees it, significantly simplifying the support process.

  •  Ticket logging via member portal, website, mobile app, email or phone
  •  Automated routing of support requests to relevant team based on 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
  •  Corporate portal for employers to manage member payments
  •  Optional for discretionary payments from 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 transactional emails, e.g. renewals, event booking etc.
  •  Localisable system messages, email and SMS content
  •  Email campaigns for specific communities and groups
  •  Fully automated integration to MailChimp for marketing emails
  •  Adhoc, targeted email communications through MailChimp automation
EDUCATION

Learning, Exams and Assessment

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

  •  Pre-enrolment checklist to screen new applicants
  •  Course and exam booking and payment
  •  Learning management resources and continuous assessment submissions (through Moodle integration)
  •  Experiential experience management
  •  Exam schedule management (sync. to TestReach supported)
  •  Additional accommodations, deferrals and extensions management
  •  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 for incomplete applications, enrolments, etc.
  •  Customisable and personalised KPI driven dashboards for each workflow
  •  Large pool of existing KPI widgets that can be easily added, resized and relocated for each admin.
  •  Full management of all task assignment and automated task reminder notifications.
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 device types
  •  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.