Every Tool Your Association Needs, Fully Integrated

EvolveAMS embeds AI throughout the platform, not as a separate add-on. Staff get an AI assistant for drafting communications, analyzing member data, and surfacing proactive recommendations.

• Staff AI assistant for member research and email drafting
• AI-powered engagement scoring and churn prediction
• Proactive at-risk member alerts and growth opportunity detection
• AI dedupe assist with reviewed merge recommendations
• AI member recommendations for outreach and cross-sell
• Natural language report generation and data queries
• Bring your own AI model: choose the provider behind your assistants
• AI Copilot integrated in the Help Center and documentation

Give the AI your current website address (or just describe what you want) and it produces a design brief: colors, fonts, logo, copy, and a proposed page list. Approve it, and your branded public site is applied with every page created as a draft. From there, a visual page and news builder keeps everything current — all served on your own custom domain.

• AI Website Designer builds a design brief from your existing site or a description
• What-you-see-is-what-you-get page and news editor: click on the page and type
• Rich block library: hero, video, FAQ, gallery, quote, stats, columns, and auto-updating events & news
• Version history with one-click restore for every page and post
• Scheduled publishing and shareable draft preview links
• Public news feed and page navigation menu styled with your branding
• Custom domains: serve your public site and member portal at your own web address, with guided DNS setup

Grow membership and non-dues revenue with AI-assisted outreach campaigns that coordinate email, SMS, and call scripts, with compliance guardrails like suppression lists and opt-out handling built in.

• Multi-channel campaigns spanning email, SMS, and call scripts
• AI-drafted messaging tailored to each prospect
• Prospect import with deduplication against your CRM
• Automated scheduling with per-channel sending cadence
• Built-in compliance: suppression lists, STOP handling, and opt-outs
• Campaign performance tracking and follow-up queues

Every member interaction, transaction, benefit, and engagement score in a single unified view. CRM 360° gives your team the full picture before every call, renewal conversation, or outreach campaign.

• Unified contact + account profiles with relationship mapping
• AI-powered engagement scoring updated in real time
• Full transaction timeline with linked invoices and payments
• Benefit utilization history and trigger audit log
• Relationship Explorer: an interactive graph of people, companies, and connections
• Duplicate detection and intelligent merge wizard
• Custom fields, objects, and layout editor

Manage every stage of the member lifecycle (applications, approvals, onboarding, renewals, and lapsed win-back) with configurable workflows and automated dues billing.

• Configurable membership tiers and dues matrix
• Automated renewal notices and grace period rules
• Drag-and-drop Application Builder: multi-page forms, skip logic, and calculated fields
• Application fees with card payment, plus save-and-resume links for applicants
• Application review and status transition workflows
• Group/chapter membership with seat management
• Waitlist management and capacity enforcement
• Retention rules builder with AI churn prediction

Run your entire chapter network from the same platform as national membership: chapter rosters, leadership terms, chapter-level dues billing, and chapter financials, all tied back to the member's unified record.

• Chapter rosters synced with national member records
• Leadership positions and term tracking with automatic role updates
• Chapter dues rules with bulk calculation, approval, and invoicing
• Automated dues billing on each chapter's schedule
• Chapter-level financial reporting on its own books
• Member transfers between chapters with clean handoffs

Association finances are complex. EvolveAMS supports both cash and accrual reporting simultaneously, so you can satisfy board requirements and auditor standards without double entry.

• Dual-basis accounting: cash and accrual in one system
• Full Chart of Accounts with sub-ledger mapping
• Invoice generation, recurring billing, and payment plans
• Deferred revenue schedules and recognition runner
• Journal entries, batch management, and GL export
• Budget management with variance reporting
• Collections dashboard, dunning templates, and write-offs
• Member self-service billing: portal invoice payment and printable statements
• QuickBooks Online two-way sync
• Tax configuration and multi-currency exchange rates

Design any benefit (discounts, credits, access rights, recognition) and define exactly when it fires using a no-code WHEN/AND/THEN rules builder. Works across every module.

• Module-agnostic triggers spanning membership, events, and store
• Multi-condition AND logic for precise eligibility control
• Optional accounting impact with automatic journal entry creation
• Benefit catalog with usage limits and expiration policies
• Real-time benefit fulfillment tracking and audit log
• Member-facing benefit dashboard in the self-service portal

Turn passive members into active participants with a hybrid AI + rule-based engagement scoring system that rewards attendance, purchases, event participation, and more.

• Configurable scoring rules across all activity types
• Tier system (Bronze → Silver → Gold → Platinum) with automatic upgrades
• Badges, challenges, streaks, and achievement unlocks
• Public and private leaderboard rankings
• AI-powered engagement predictions and at-risk alerts
• Gamification widgets in the member self-service portal

Reach the right members at the right moment: send targeted mass-email campaigns with live delivery analytics, and put onboarding and renewal touchpoints on autopilot with automated member journeys.

• Mass-email campaigns with audience segments, scheduling, and merge fields
• Delivery analytics: sent, delivered, opened, bounced, and unsubscribed
• Member journeys: automated welcome sequences with delays and conditions
• Journey triggers for approaching renewals and event registrations
• Per-member enrollment management with journey progress
• Verified sending domains so email comes from your own address
• Automatic suppression and unsubscribe handling

From a simple webinar to a multi-day annual conference with 10,000 attendees, EvolveAMS handles registration, agendas, exhibitors, speakers, check-in, and post-event evaluations.

• Session agenda builder with track and room management
• Tiered registration with early-bird and promo pricing
• Group registration wizard for company or chapter blocks
• Exhibit floor plan manager and booth inventory
• Speaker proposals, contracts, and travel management
• Call for abstracts: submissions, peer review, scoring criteria, and conversion to sessions
• QR check-in with scanner kiosk mode and PDF badge printing
• Add-to-calendar buttons and a subscribable calendar feed of your events
• Session evaluations and post-event analytics

Ask your members and act on the answers. Build surveys with rich question types, publish a shareable link, and watch results aggregate in real time — no third-party survey tool required.

• Survey builder with rich question types, conditional logic, and drafts
• Publish/close lifecycle with shareable public response links
• Identified or anonymous respondent policies, with one response per person enforced
• Spam guards and rate limiting on anonymous links
• Results dashboard with per-question aggregates and CSV export
• One-click survey invitations through email campaign audience targeting

Run your recognition programs end to end: open nominations, assign judges to categories, score through multiple rounds, and announce winners, without spreadsheets or side systems.

• Award programs with configurable categories and cycles
• Public and member nomination forms
• Judge assignment by category with recusal rules
• Multi-round scoring locked to each nomination's current round
• Score tallies and winner selection dashboards
• Integrated with member profiles and engagement scoring

Sell publications, merchandise, subscriptions, advertising, and more through a fully branded storefront. Staff can use rapid order entry to process sales without navigating the public catalog.

• Public storefront with guest checkout and members-only enforcement
• Product bundles, à la carte add-ons, and discount campaigns
• Shareable payment links: send a checkout link for any product
• Bill-to-organization purchasing for corporate buyers
• Rapid order entry for staff-assisted purchases
• Review moderation and ratings system
• Order management, fulfillment tracking, and reporting

Sell subscription products — publications, programs, services — on monthly through annual billing cycles, and manage the whole renewal pipeline from one dashboard.

• Subscription products with monthly, quarterly, semi-annual, and annual cycles
• Trial periods, auto-renew, and cancellation policies per product
• Automatic cycle invoicing posted to the General Ledger
• Renewals dashboard: due in 30 days, active, and new this month
• Renew now, individual reminders, and bulk reminders with per-recipient feedback

Move beyond static exports. EvolveAMS provides a drag-and-drop report builder, scheduled report delivery, executive dashboards, and AI-powered insights, all in one platform.

• Drag-and-drop report builder with calculated fields
• Scheduled reports delivered via email on your cadence
• Executive dashboard with KPI tiles and trend charts
• Engagement, benefit utilization, and churn analytics
• Revenue by source, campaign, and deferred schedule
• AI-powered churn prediction and growth opportunity alerts

Manage volunteer committees and task forces with dedicated workspaces, roster management, nomination workflows, real election cycles, and meeting coordination.

• Committee workspaces with document libraries and discussion
• Roster management with term limits and position tracking
• Nomination forms and approval workflows
• Elections with voting windows, candidate statements, and one-vote-per-voter enforcement
• Live participation tracking and final results with winners
• Meeting scheduling with agenda and minutes management
• Integration with member profiles and engagement scoring

Grow non-dues revenue with a full sponsorship CRM: prospect pipeline, package builder, contract management, and benefit fulfillment tracking.

• Sponsor pipeline with Kanban deal board
• Flexible package builder with benefit line items
• Contract generation and e-signature workflow
• Benefit fulfillment tracker with proof-of-delivery uploads
• Sponsor Portal: sponsors track benefits, events, and shared documents themselves
• Self-service add-on purchases with secure card checkout and staff notifications
• Revenue reporting by sponsor, package, and event

Turn your audience into ad revenue. Manage placements across your website, newsletter, magazine, and events, and let contract activation drive the accounting automatically.

• Ad inventory across website, newsletter, magazine, and event channels
• Rate cards with ad type, size, position, and billing units
• Overlap-safe booking: a slot can never be double-sold for the same dates
• Dashboard with YTD revenue, fill rate, channel breakdown, and top advertisers
• Contract activation drives invoices, journal entries, and deferred revenue

Run a career center that serves members and earns non-dues revenue: staff moderate postings, members browse the portal Career Center, and a public job board runs on your website.

• Staff job board with a posting moderation lifecycle
• Member Career Center plus a public job board on your site
• Candidate intake via Application Builder forms with spam and duplicate protection
• Paid postings that activate only after checkout
• Automatic daily posting expiration

Run sophisticated fundraising campaigns alongside membership operations: donor directory, pledge tracking, grant seeking, and automated acknowledgment letters.

• Donation campaigns with public-facing contribution forms
• Donor CRM with giving history and stewardship tracking
• Pledge management with installment billing
• Grant seeking with milestone tracking and reporting
• Automated acknowledgment and tax receipt generation
• Fund designations and fundraising reports

Generate polished PDFs — certificates, letters, and membership documents — from reusable merge-field templates, and keep every file filed on the record it belongs to.

• Reusable document templates with a merge-field catalog and preview
• Certificate templates for member-facing credentials
• One-click generation from contact and membership records
• Generated PDFs save straight into the Document Library
• Document libraries on invoices, payments, bills, deals, speakers, and abstracts
• Unresolved merge fields warn instead of inventing values

Automate the busywork on a drag-and-drop canvas: pick a trigger, add conditions, and chain actions like sending email, updating records, and creating contacts and tasks.

• Trigger catalog spanning membership, events, commerce, sponsors, grants, and awards
• Date-offset scheduling: run 7 days before an event or 30 days before a renewal
• Actions that send email, update records, and create contacts, tasks, and notes
• Merge fields pull data from the trigger, record, contact, and account
• Activation checks catch misconfigured steps before they ever run
• Run history with the ability to cancel and re-run every automation

Leave nothing behind in your old AMS. A guided import wizard maps spreadsheets onto contacts, memberships, events, and your complete financial history — validated and safe to re-run.

• Guided wizard with column mapping, validation, and per-row error reporting
• AI assistance suggests column mappings in the import wizard
• Contacts, accounts, memberships, tiers, events, registrations, and CRM history
• Historical finance: chart of accounts, invoices, payments, credit memos, refunds, and bills
• Sponsorships, fundraising, store orders, and inventory imports
• History-only mode: no journal entries, emails, or automations fired, and re-imports reconcile instead of double-counting