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Member tracking
Manage members, memberships, missions, and donations in one space
Centralize associative life in a clear and usable no-code application on a daily basis. Track each member, link their memberships and donations, organize missions, and maintain a reliable view of activity, renewals, and actions to be taken.
Replace scattered tracking with a structured associative database
This template avoids fragmented Excel sheets, isolated contact files, and forgotten reminders. You have a unique framework to trace a member's history, track their commitments, manage missions, and measure donations, with interconnected data.
4
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
4 linked forms to structure associative tracking
Member
Central tracking sheet with identification, contact details, health information and support, relationships and indicators.
Mission
Recording actions to be taken, with planning, participants, beneficiaries, and reports.
Membership
Administrative and financial tracking of memberships, linked to a unique member.
Donation
Management of donations, donors, amounts, payments, and tax receipts.
A complete associative database to animate and track activity
Detailed member records
Record identity, contact details, tracking information, and useful indicators to better understand each member and quickly retrieve their history.
Memberships linked to members
Manage membership periods, statuses, registration channels, and administrative elements from a record directly linked to the concerned member.
Tracked and actionable donations
Track donations, their status, amount, payment method, and the issued tax receipt to ensure reliable processing and tracking of contributions.
Planned and monitored missions
Organize missions with an operational management logic: priority, key dates, progress, and reports to stay on track with field actions.
Ready-to-use management views
Consult lists, kanbans, calendars, timelines, and dashboards to analyze assets, reminders, renewals, and collected amounts.
A clear sequence to manage associative life
The template relies on simple links between records to circulate information without unnecessary re-entry. The member remains the central entry point, then their memberships, donations, and missions enrich the relationship and support management.
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01
1. Create the member
Enter the identity, contact details, and tracking information of the member. This record becomes the anchor point for other linked entries.
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02
2. Attach memberships
Create a membership with its type, status, period, and registration channel. The reverse link allows you to find all memberships of the same member.
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03
3. Record donations
Add donations associated with the member, including their nature, amount, payment method, and processing status. Dedicated views help track receipts and tax documents.
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04
4. Plan missions
Create missions linked to the member, then track their priority, dates, and progress in calendar, timeline, or kanban views.
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5. Control and follow up
Use the views To follow up, To renew, In progress, and dashboards to identify urgent actions, track renewals, and measure overall activity.
Views designed for daily associative management
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
For organizations that animate a community and structure their tracking
Associations & NGOs
Manage memberships, donations, and missions in a single database to better coordinate relationships with your members and beneficiaries.
Public sector
Organize tracking of supported individuals, interventions, and commitments with clear traceability.
SMEs
Ideal for a small structure managing memberships, field actions, or contributions without complex tools.
Yes. It provides a simple and immediately usable structure, without technical complexity, while allowing for customization.
Yes. The template allows one-to-many relationships: a member can be linked to multiple donations, multiple memberships, and multiple missions.
Yes. Missions have start and end dates, a deadline, a status, a priority, and a progress rate.
Yes. Dedicated views allow you to identify active memberships, those to renew, and statuses to check.
Yes. The template allows tracking of donation status, payment method, issued tax receipt, and associated documents.
Yes. The template serves as a starting point: you can adjust fields, statuses, views, and tracking rules according to your operations.
Launch your member tracking on a pre-structured basis
Start with a ready-to-use template to centralize your members, memberships, missions, and donations, then adapt it to your practices without development.
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