Platform

A core foundation with powerful features right when you get started

Pages, members, design, security, and the core features you need for a successful app.

Pages and blogPages, blog, and help center Members and groupsRecords, groups, and permissions Sign-up and invitesLinks, codes, and domain limits Design and navigationLogos, navigation, and your domain Files and storageA library, sharing, and cleanup Analytics and Smart InsightsTraffic and nightly findings Sign-in and securityPasskeys, two-factor, and SSO API and webhooksSend and receive data More built-in modulesIntegrations, scheduler, and reports

Pages and blog

A full content management system for your pages, blog, and help center, with a review before anything goes live and pages only the right people can see.

Replaces

WordPress
Squarespace
Wix
Webflow
Ghost

Pages for each audience

Write pages in rich text, Markdown, or HTML, with tabs, accordions, forms, and reusable blocks. Show each page to guests, members, chosen groups, or companies, and give each audience its own version at the same address.

Reviewed before it goes live

Edits are saved as drafts and go to a review queue until an approver publishes them or sends them back. Schedule a page to publish or expire, compare and restore past versions, and followers are emailed when it's published.

Found in search, and measured

Each page gets an SEO score with a checklist of fixes, its own search title, and a place in the sitemap. Traffic, scroll depth, and exits are reported in Analytics, with Search Console and Google Ads tracking.

The Access settings of the Get involved page: everyone can open it, and two rules show a different page at the same address: first-time visitors see the Welcome offer page, and the Sponsors group sees the Sponsors page. — Who can open each page.

The Reviews queue with FAQ selected: its draft edits shown against the live page, the old office hours removed and the new wording added, with Publish and Discard draft above. — Changes waiting for a decision.

Search for the whole site: an SEO strength of 84, search engines open, 35 pages in the sitemap, and a checklist of fixes such as the four pages still missing a meta description. — A score, and the fixes behind it.

Pages and editing

Rich text, Markdown, or HTML pages
Drag pages to reorder the page tree
Content blocks: tabs, accordions, steps, columns, and cards
Page templates, and save any page as a template
Duplicate a page into a new draft
Import pages from HTML files
Renamed pages redirect from their old address
Quality check for image descriptions and headings
Page-not-found page in your design

Publishing and review

Drafts kept separate from the live page
Schedule a page to publish or expire on a date
Version history: compare and restore past versions
Choose who publishes and whose edits need review
Assign a page to chosen editors so only they can save it
Review queue to approve and publish edits, or send them back
Warning when two people edit at once, with a side-by-side comparison
Followers emailed when a page is published
Separate permissions for page content and page settings
Choose who can edit each page or article

Visibility

Page audiences: guests, members, admins, groups
Audiences by company too, with exclusions
A different version of a page for each audience, at the same address
Menu links shown only to the people a page is for
See how many people can open a page, and who
A first-visit page, and a different homepage for each group
Require sign-in for the whole site

Reusable content

Reusable content blocks placed on any page
Sliders with timing, arrows, and dots
Widgets: call to action, gallery, and dated announcement
Wording written once, such as your phone number, and used in pages and emails
A list of built-in variables you can copy
Your site colors available in pages and emails
Forms placed inside any page
Featured products and reviews widgets
Find and replace across every page

Blog

A blog with categories and tags
Scheduled posts in your time zone
Posts for signed-in members only
Featured posts pinned to the top
Author bylines and bios
Table of contents on long posts
RSS feed of your newest posts
Post revision history with restore
Public view counts on posts
Discussion thread under each post

Search and SEO

SEO score with a checklist of fixes
Sitemap, and pages hidden from search engines
Search title and description per page
Google Search Console verification and Google Ads conversion tracking
Your own code added to every page, such as tracking tags
Generated Privacy Policy and Terms
Page traffic, scroll depth, and exits in analytics

Help center

Help articles written in the same editor
A full help center with categories and search
Your articles beside the built-in guides

Works with

FormsA form can be placed in any page or block.
Help DeskThe help center is a page you edit with the same editor.
StoreFeatured-product and review widgets show store items on any page.
CommunityEach blog post can carry a discussion thread.

Members and groups

Keep every person in one record, organized into groups and companies, with permissions that show exactly where access comes from.

Replaces

Wild Apricot
MemberClicks
YourMembership
a member spreadsheet

One record for every person

Each person's record has a tab for every module, from invoices and subscriptions to courses, posts, and tickets, and CRM leads share it. Add custom fields, including encrypted ones, and import a CSV with a review first.

Groups built from rules

Fill a group by hand, or by rules from any module, such as attended an event or has an overdue invoice, and its membership updates automatically. Dynamic groups are counted again at every campaign send.

Permissions you can trace

Each group allows, denies, or inherits each permission, and a deny in one group overrides an allow in another. You can see whether each setting was set, inherited, or a default, and only administrators can change full-access groups.

Emily Carter's member record: her Volunteers group, a $128.20 balance, $642.40 lifetime value, four subscriptions, points, forum posts, courses, and a ticket, with a tab for each module. — One record with everything a member does.

The Active volunteers dynamic group: members join when they are in Volunteers, attended an event, and opened an email in the last 60 days, shown with a pink star label. — Members added by a rule.

Event permissions for three groups in edit mode: Board and Sponsors allowed to view events and analytics, Event staff allowed to take roll call and denied editing events, and the rest left to the default. — Each permission shows allow, the default, or deny for every group.

User records

Several emails and phones, plus a photo
Custom fields: text, date, dropdown, semester, encrypted
Encrypted fields, with a log of every time one is viewed
Each person's record with a tab for each module
See who is online now, their last sign-in, and their two-factor status
See which profile details are missing, and from whom
Ask for missing details by banner or prompt, or require them
Disable an account and keep its history
See what deleting someone affects before you do it
Member cards on hover, with details only staff see
Insights on inactive members and admin accounts

Import, export, and bulk edits

Bulk import and export for all your data
CSV import with a review before anything is saved
Imports fill in blank fields without overwriting existing values
Import people as CRM leads
Bulk edit groups and account status
Send a welcome email or a campaign to selected people

Groups

Custom groups you fill by hand
Dynamic groups that update from rules across every module
Rules such as event attendance or purchases
Default groups for every new member
Extra groups based on how someone signed up
Members pick their own groups, with your own word for group
Hide a group's name from members
Bulk add or remove members across groups

Permissions

Permissions set by group: allow, deny, or inherit
Each permission shows whether it was set, inherited, or a default
A deny in one group overrides an allow in another
Read-only permission summary per group
Only administrators can change full-access groups
Single sign-on never adds or removes anyone in the Admin group

Companies

Companies used across the CRM, forms, and audiences
Members type or pick their company
Company changes approved by staff
Similar names, such as Acme and ACME Inc., matched as one company
Company managers get a My Team page
Rename terms like company, groups, points, and milestones to fit your wording For example, call your groups schools, or your points stars.

Privacy

Choose how much of a member's name other members see
Member profiles on or off
Points and milestones shown or hidden
Choose the details shown when staff search for a person

Works with

MessagingDynamic groups are campaign audiences, recounted at every send.
StoreA paid order can add the customer to groups.
CommunityWho can see, start, and reply in each forum is set by group.
CRMLeads are user records, so a lead's history stays when they become a member.

Sign-up and invites

Choose who can join, with open sign-up, invite links that sort people into groups, or a code you read out at a meeting.

Choose who can join

Open public sign-up, limit it to your email domains, or turn it off and invite people by link. Require email verification, ask for the sign-up fields you choose, and record each person's agreement to your terms.

Invite links and meeting codes

Everyone who joins through a sign-up link or a registration code is added to the groups you pick. Short links for sign-in, coupons, and forms carry use limits, an expiry date, and a scan report.

Welcome emails and first steps

New members are added to your default groups, get a welcome email with a set-password link, and pick their own groups at first sign-in. Onboarding emails are reworded and scheduled in Messaging, and admins get a setup checklist.

Sign-up controls

Public registration on or off
Invite-only sign-up by link
Email verification before first sign-in
Verify new accounts automatically
Limit self sign-up to your email domains
Registration codes people enter when they sign up
Terms and privacy agreement recorded
Sign-up form fields you choose
Signing up with an email already on file sends a password reset link
Members pick their groups at first sign-in

Onboarding

Setup checklist for admins
Welcome email with a set-password link
Onboarding emails you reword and schedule
New members added to your default groups

Works with

GroupsSign-up links and codes place new members in chosen groups.
SecurityAn account is created at a person's first single sign-on, within your domain limits.
AnalyticsEach link's clicks and scans have their own report.

Design and navigation

Make the site yours with your logo, colors, navigation, and domain, and a homepage built from the modules you run.

Your brand on every page

Upload a full-width and a square logo, pick your brand color, and build the menu and footer with links, headings, and dividers. The same logo and color are used on emails, receipts, invoices, tickets, and certificates.

An app on the home screen

Members add the portal to their home screen with your name, icon, and colors. Tickets, event plans, and check-in work offline, and the installed app gets push notifications on iPhone and iPad.

A home page for each member

Build the home page from a card for each module you run, plus a slider, quick-link tiles, and forms. Members drag their cards into their own order and hide the ones they don't use.

Northwind's site menu on a phone: its square icon in navy and gold at the top, links to Home, Blog, Book, Learn, Events, Engage, Community, Store, Contact, and Help Center, and Emily Carter signed in at the bottom. — Your logo, colors, and menu on every page and phone.

Northwind's icon on a phone's home screen opening to the member home: courses to keep learning, upcoming events, and the events they are going to. — Installed on the home screen with your name and icon.

The member home on a phone in Customize mode: each card has a handle to drag it and a Hide button, with Reset to default and Done at the top. — Members arrange their own home page.

Branding

Full-width and square logos
Choose which logo shows in the navbar, phone menu, emails, and PDFs
Your named colors listed first in every color picker
Your primary color used as the brand color everywhere
Site background color or texture
Light or dark panel behind email logos

Navigation

Navigation editor with links, headings, and dividers
Footer editor with sections and a copyright line
Navbar pinned while scrolling
Call-to-action button for signed-out visitors
Pages for switched-off modules hidden from menus

Homepage

A homepage built from cards for each module
Card widths from one third to full
Members rearrange and hide their own cards
Featured slider and quick-link tiles
Forms and content blocks as homepage cards

Your address

Built-in subdomain you can change
Your own domain, and dedicated onboarding setup process
Built-in subdomain kept as a backup address
See what a new address affects before you change it

App and documents

Home screen app with your icon and colors
Home screen shortcuts and how the app opens
Tickets, plans, and check-in available offline
Add-to-home-screen and notification prompts
PDF design: logo, accent color, closing line
Certificate design from your own PDF template

Works with

MessagingEmails, receipts, invoices, tickets, and certificates use your logo and brand color.
EventsThe installed app opens tickets, plans, and the check-in station offline.
Live ChatThe installed app receives push notifications on iPhone and iPad.

Files, storage, and sharing

Keep every file in one library organized by module, private or public, and let members upload and share files of their own.

Replaces

Dropbox
Box
Google Drive
WeTransfer

One library, filed by module

Event, form, and ticket files are filed under their module, private to the people allowed to see them or public with a link. Set a largest file size and a storage limit per person.

Members share their own files

Members share files by links that expire, with passwords and download limits. People outside your site upload to you through a request link, and any link can be extended or revoked.

Your own storage and Recovery

Keep files on your own S3 or SFTP storage. Uploads from tickets, chats, forms, and forums are moved to Recovery after the days you set, and deleted files can be restored.

The library

Library organized by module and category
Private and public uploads
See how many files each person uploaded
Set a largest file size and a storage limit per person
Admins exempt from the per-user limit
Files that still have a public link are marked

Sharing

Members upload and share their own files
Expiring share links with passwords
Download limits per link
File request links people outside your site can upload to
Email the link to people or groups
Extend, reissue, or revoke a link
File size and link expiry limits by group

Storage and recovery

Ticket, chat, form, and forum uploads moved to Recovery after the days you set
See when each file moves to Recovery, and under which rule
Deleted files restored from Recovery

Works with

Help DeskTicket attachments move to Recovery on their own schedule.
EventsLibrary files and speaker uploads attach to events from the same library.
FormsFile-upload answers are stored in the library, private to the people who manage the form.

Analytics and Smart Insights

See who visits and what they do, with findings in plain sentences each night and visits tied to real members.

Replaces

Google Analytics
Hotjar
Plausible
Fathom

Every visit, recorded on your site

Pageviews, visitors, engaged time, scroll depth, and exits are recorded with bot traffic filtered out, and raw visits are kept as long as you choose. You see where each visit came from by referrer, device, location, and UTM-tagged campaign.

Visitors you can name

Each member's visits are shown beside their orders, invoices, and bookings, with how engaged each visitor is. Follow visitors step by step, along with link scans, campaign clicks, and where people stop on each form.

Findings in plain sentences

Findings are written each night in plain sentences, such as pages visitors leave and form steps people quit, and shown on the admin pages they concern, with a weekly email of the ones each person can act on.

Traffic

Pageviews, visitors, sessions, and bounce rate
Bot traffic counted separately and filtered out
Engaged time, excluding time in background tabs
Scroll depth and exit rate per page
How many visitors are on the site right now
Referrers, locations, devices, and browsers
Campaign sources from UTM-tagged links
Tracked actions, such as chats started and orders placed

Visitors and journeys

Visitor list showing how engaged each visitor is
Each member's visits beside their orders, invoices, and bookings
How far visitors get, step by step
The most common paths through your site
Clicks on outside links, downloads, and email addresses

Links, campaigns, and forms

Smart Insights

Nightly findings in plain sentences
Choose which findings are shown
Findings on the Users, Orders, Invoices, and other pages
Weekly email of findings each person can act on
Personal findings for members on their account

Settings

Website analytics on or off
Raw visit data kept as long as you choose
Your own analytics tags, such as Google Analytics

Works with

MessagingEvery campaign has a results page with recipients and delivery.
FormsForms report where people stop and how far each question reached.
FeedbackVisitor ratings have their own tab in Analytics.

Sign-in and security

Protect every account with passkeys, two-factor, and single sign-on, plus breached-password checks and a way to restore anything deleted.

Passkeys and sign-in links

Members and admins sign in with a face, a fingerprint, or a device PIN, or with a one-time link sent by email. New passwords are checked against known breaches, and sign-in is paused after repeated wrong passwords.

Single sign-on with your groups

Put Google and Microsoft buttons on the sign-in page, or connect Duo, Clever, or any OpenID provider. People are added to groups from what the provider sends, and Bookings calendars connect through it too.

Two-factor where you need it

After the password, members enter a code from an app, a text, or an email. Require it by group, with backup codes and trusted devices, and every sign-in and admin action is recorded.

Northwind's sign-in page on a phone with a passkey prompt over it: a face to look at, Sign in with a passkey, and Continue. — Sign in with a face, a fingerprint, or a device PIN.

A code from an app, a text, or an email after the password.

Sign-in

Passkeys for members and admins
Emailed one-time sign-in links
Google and Microsoft sign-in buttons
New passwords checked against known breaches
Sign-in paused after repeated wrong passwords
A password, code, or passkey check before sensitive changes
Emails when a password changes or a new device signs in
Spam protection on sign-up and public forms, built in or with your own reCAPTCHA or Turnstile keys

Two-factor

Authenticator app, email, or text codes
Require two-factor, or remind people to set it up, by group
Backup codes for when a phone is lost
Trusted devices that aren't asked for a code each time
Two-factor reset for someone who is locked out

Single sign-on

Your own Google, Microsoft, Duo, Clever, or OpenID provider
Groups from the provider: add people only, or add and remove
Test sign-in showing what the provider sends
Require single sign-on, with a password sign-in kept for staff
Import people from your Microsoft directory, and disable those who leave
Calendar and mailbox access through your own Microsoft or Google app
Reminders before your provider's client secret expires

Sessions and devices

Stay signed in for as long as you choose
Automatic sign-out after inactivity
List of signed-in devices, with remote sign-out

Logs and recovery

Activity log of sign-ins and admin actions
Members see their own account activity
Members see when staff viewed their encrypted fields
Restore deleted records from Recovery
Choose how long each kind of log is kept

Works with

GroupsTwo-factor requirements and single sign-on group assignment both use your groups.
BookingsYour own Google or Microsoft app provides host calendars and meeting links.
FormsThe same spam protection checks every public form.

API and webhooks

Send and receive data with your other systems through signed webhooks and a REST API, and see every request and delivery in a log.

Webhooks from every module

Send orders, payments, invoices, bookings, form answers, tickets, and sign-ups to your other systems as they happen, each delivery signed. Post formatted messages to Microsoft Teams and Slack, or pause a webhook.

Every delivery and request on record

Each delivery is listed with its data and every attempt, and failed ones are retried automatically. The REST API uses keys limited to each kind of data, and every request is logged.

People and data coming in

People who sign in through your own single sign-on are placed in groups from what the provider sends. Incoming alert fields are mapped from a real sample, and admin tables can be exported to Excel and PDF.

Outgoing webhooks: a paused webhook for form submissions and a Zapier webhook for paid and refunded orders, each with its last attempt. — Each webhook with the events it sends and its last delivery.

Recent deliveries: paid and refunded order events sent to a Zapier webhook, one that timed out with a retry button, and a button to see each request and its response. — Every delivery, with what was sent and what came back.

Group mapping for Microsoft sign-in: only add groups, and four rules that put people in Board, Volunteers, Sponsors, and Active volunteers by the roles, department, or groups their sign-in carries. — Sign-in through your own single sign-on puts people in the right groups.

Webhooks

Webhook events from every module, grouped by module
Every delivery signed with HMAC-SHA256, so you can verify it
Formatted messages for Microsoft Teams and Slack
Limit a webhook to one form's submissions
Pause or resume a webhook, and replace its signing secret
Automatic retries for failed deliveries
Recent deliveries with the data sent and every attempt
Retry a failed delivery now, or retry them all
Send a test delivery
A test inbox that shows each delivery and checks its signature
Webhooks for event sign-ups and check-ins

API

A REST API with access keys
Keys limited to each kind of data
Expiry dates on keys
Replace a key with a period when both old and new work
A request limit for each key
Recent API request log with each request's data

Mapping and sign-in

Automation and exports

Excel and PDF export from admin tables
New tickets in a category sent to a webhook

Works with

FormsAn after-submit rule sends the answers to one of your webhooks.
Help DeskA ticket category can post each new request to a webhook.
AlertsAn alert rule can send a webhook.

More built-in modules

Smaller tools that come with every portal: integrations, a scheduler, scheduled reports, alerts, QR codes, and calendar feeds.

Replaces

Zapier
Bitly
QR Code Generator Pro
PagerDuty
Opsgenie

Integrations built in

Every outside service is listed with what is connected: Microsoft 365 and Google for sign-in, calendars, and mail, Duo and Clever, and Teams, Meet, or Zoom for meetings, plus Slack and shipment tracking.

Reports and tasks on a schedule

Build member reports with the same rules as dynamic groups, and email them as spreadsheets on a schedule. Every automatic task is listed with its next run and can be previewed or run now.

QR codes you can change after printing

Make codes for links, Wi-Fi, contacts, and events with your colors and a center logo. Change where a printed code goes, count every scan, and give members points for their first scan.

Connected services: card and wallet payments live, email through Northwind's own Mailgun account, texting, push notifications, and Google and Microsoft sign-in with calendar sync on. — Every outside service in one list, with what is connected.

The QR codes admin: 11 saved codes with 10,954 scans, 7 new in 30 days, and the list of codes with their scans. — QR codes with every scan counted.

Integrations

Scheduler

Every automatic task listed with its next run
Preview what a task would do, then run it now
Adjust a task's timing or switch it off
History of each run, with failures marked

Alerts

Alerts from webhooks, emails, feeds, and monitored web pages
Repeats merged into one open alert
Map alert fields from a real sample
Alert rules to notify, escalate, mute, or send a digest
Notify by email, text, voice call, or push
Open a support ticket from an alert
Quiet hours and maintenance windows
Dashboards, and a wall screen for an office TV
An alert when a source stops sending
Choose how long raw alert data is kept

QR Codes

Codes for links, Wi-Fi, contacts, events, and more
Colors, corner styles, frames, and a center logo
SVG and PNG downloads
Change where a code goes after it is printed
Scan counts and campaign tracking tags
Choose which groups can use each QR feature
Points for a member's first scan

Report Builder

Member reports built with the same rules as dynamic groups
Columns from every module you use
Reports emailed as spreadsheets on a schedule
A financial report workbook in Excel
Reports sent only to people allowed to see them

Calendar Feeds

One calendar subscription link for each person
Events, course deadlines, appointments, invoices due, and tasks
Subscribe buttons for Apple, Google, Outlook.com, and Office 365
Staff view of who subscribes
Replace a link that was shared by mistake

Works with

Help DeskAn alert rule can open a ticket at high priority.
AnalyticsQR scans and link clicks report beside site traffic.
EventsEvery event a person has a place at appears in their calendar feed.

Real human support even on the Free plan

Your members can contact support directly too. Bug fixes and enhancement requests cost nothing extra.

Dedicated human supportAnd a familiar account manager, from setup on.
Same-day repliesAnswers the same business day.
Email, chat, and phoneWe want to hear from you! And learn how to best support your org.
Help moving inYour member list, products, and invoices imported with you.

Support

Build your portal on the core

Pages, members, design, and security are ready the day you sign up.

Get started Contact the team See pricing