Audience
One record of everyone.
Contacts, companies and custom records, with lifecycle stages, lists and deduped import.
The platform's core.
One record and six areas around it, including a community your audience calls home.
One person, one record. Every tool writes to it.
Someone shows up.
They register, apply, give or fill a form.
Mercleo makes one record.
One person, one record. No copies.
Every area picks it up.
The pipeline sees the attendance; campaigns see the donation. Nothing re-typed.
Six areas. One system, included whole.
Every plan gets all six, whole. Plans change how much room you have, never which areas you get.
Sales
Deals and donations, done properly.
A pipeline you define, forecasts by stage, and CRA-compliant receipts issued automatically.
Marketing
Campaigns that stay compliant.
Email, journeys and captured forms, with cookie-free analytics on your own site and the preference centre built in.
Work
Where your team actually works.
Live boards, docs written together in real time, and goals that cite the work.
People
Your own team, on the record.
Employee records, the directory and the org chart as it actually reports.
Community
Where your audience meets.
Spaces open to everyone or private to one group, a directory people opt into, and an inbox, on your own domain.
Your audience’s front door. Your brand, your domain.
A website Mercleo runs for you. Your audience signs in with a one-time email code and finds everything they have with you in one place: their tickets, their courses, their receipts, their membership. Each module adds its part.
Events
Tickets held in your portal, under your name.
Learning
Courses and certificates in the same place.
Careers
Openings and applications on your own pages.
Donations
Gifts and tax receipts, with no third-party checkout.
One sign-in, on your own domain.
One account. One bill, one admin.
- Sign-in
- One login for your whole team, across every area and module.
- SSO for your team
- Google Workspace, Microsoft Entra, Okta, or any OIDC provider, on every plan.
- One bill
- The core and every module on a single subscription, managed in one place.
- Search everything
- One search across the platform: the contact, the event, the doc, the deal.
- Audit & control
- Account-level admin, roles, and audit trails.
Common questions.
The core: the audience record, sales, marketing, work, people and your community portal. Modules (Events, Learning, Mentorship, HR) are added on top, and each one lands on the records the core already holds. Events is free to switch on; donation management is not a module at all and ships inside Sales.
One login to everything: a seat grants the core and every module you run, from one account-wide pool your core plan sets. Reading, commenting and reacting in the work area are free for everyone, and your audience never needs a seat.
Not yet: today you share with your account’s own members and groups, as editors or viewers. Viewers are unlimited and free, so bringing someone in costs nothing.
Yes: your domain, your brand, verified in account settings.
Only when they want one. Signing in to your portal is a one-time email code, never a password, and your audience never needs a seat.