The platform under everything.
Your workspace, one record of everyone, and an Engagement Hub your audience calls home.
Where your team works. Included with every account.
Projects, docs, goals and the sharing model that keeps them free to read. The workspace comes with the account before you subscribe to anything: two authoring seats included, viewers unlimited, always $0.
Projects. Boards, backlog, sprints, timeline.
Plan the work behind your events, campaigns and programs the way a product team would: on boards your whole team can see, updating live as items move.
- Epics, subtasks and dependencies between items
- A timeline view that plans epics across weeks
- Saved views with their own filters and grouping
- Templates and import, so you start from what you have
Docs. Written together, in real time.
Collaborative documents, organized into spaces your team can navigate. And the views inside them aren’t screenshots: a doc holds a live view from your products, current every time it’s opened.
- Everyone’s cursor visible while you write together
- Spaces and folders that hold the team’s knowledge
- Comments, @-mentions and watchers on every doc
- Live embeds check each viewer’s access, every time
Goals. Objectives that cite the work.
Set objectives for the quarter and measure them with weighted key results. A check-in references the items and docs behind it, so progress is a claim you can click, not a status meeting.
- Objectives nest, and span every project
- Key results measure numbers, percentages, dollars or done
- Check-ins reference the items and docs behind them
- Initiatives group projects and epics into one delivery view
Sharing. Two seats. Unlimited readers.
The workspace bills for authors, never for readers. Share a project, a space or a single doc with a person or a whole group, as editors or viewers; everyone else can read, comment and follow along at no cost.
- Private projects and spaces, until the work is ready
- Groups share to many people at once
- Admin actions land on an account-level audit trail
- Reading, commenting and reacting are always free
One person, one timeline. Every product writes to it.
Someone shows up.
They register for an event, apply for a job, fill a form, or give.
Mercleo makes one record.
Not four copies in four tools: one person, with everything they’ve done, on one timeline.
Every product picks it up.
Your CRM sees the event attendance. Your email tool sees the donation. Nothing is exported, synced, or re-typed.
Your audience’s front door. Your brand, your domain.
The Engagement Hub is a website Mercleo runs for you. The people you serve (members, attendees, learners, applicants, donors) sign in once, with a code emailed to them rather than a password to forget, and find everything they hold with you: their tickets, their courses, their applications, their receipts. You do not build it. Each product you turn on adds its part.
Events
People discover your events, register, pay and hold their tickets: in your Hub, under your name.
LearningEarly access
Learners take your courses and collect certificates in the same place they got their event tickets.
Careers
Candidates browse openings and track their applications on your own careers pages.
Giving
Supporters give and find their tax receipts, without ever seeing a third-party checkout brand.
One sign-in for your audience, across all four, on your own domain.
One account. However many products.
- Sign-in
- One login for your whole team, every product.
- Bring your own SSO
- Google Workspace, Microsoft Entra, Okta, or any OIDC provider.
- One bill
- Every product on a single subscription, managed in one place.
- Search everything
- One search across products: the contact, the event, the doc, the deal.
- Audit & control
- Account-level admin, roles, and audit trails.
Common questions.
Yes. The workspace with two authoring seats and unlimited viewers, the person record, and your Engagement Hub come with every account. You pay for products and extra authoring seats.
The workspace’s own version of a seat: someone who creates and edits in the workspace. Reading, commenting and reacting are free for everyone, and seats in the paid products are counted separately.
Add more from account settings; extra seats are the only thing the workspace ever charges for. Reading never needs one.
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.