Programs your audience shows up for
Annual conferenceLive
Registered412
Checked in386
Sessions18
Ethics refresher
Completed164
CertificatesIssued
Mercleo for professional associations.
A member is more than a row in the dues spreadsheet. Their events, courses, designations and emails belong on one record.
How Mercleo helps. The membership year, one system.
One member record
Contacts with lifecycle stages and lists, plus custom objects (record types you define yourself), so designations, chapters and memberships match the way your bylaws describe them.
Events and professional development
Conference registration, ticketing, sessions and day-of check-in: the annual meeting without the annual spreadsheet.
Member communications
Branded campaigns with unsubscribes and preferences handled, so renewal season is a send, not a mail merge.
Certificates, issued automatically. For the courses your members finish. Early access
Publish professional development as courses your members take in your own Engagement Hub, with a certificate issued on completion, not mailed out months later.
- Course builder with lessons and enrolment
- Certificates issued on completion
- Paid courses, if you charge for PD
Renewals with a paper trail. Invoices, not sticky notes.
Track each membership as its own object, move renewal season through a pipeline, and send the quote or invoice from the same record the member already lives on.
- Custom objects for memberships and designations
- Pipelines for renewal season
- Quotes and invoices from Deals
The products doing the work. Start with one; the record is already shared.
Every relationship on one record
Alex Fortier
Member since2019
RenewalInvoice sent
ConferenceRegistered
The facts. For the board pack.
- Your members
- $0: members sign in to your Engagement Hub without costing a seat.
- Events
- Registration, ticketing, discounts, refunds, sessions and day-of check-in.
- Certifications
- Courses and completion certificates are in early access.
- Imports
- Bring your member list in from CSV; lists, lifecycle stages and dedupe are built in.
No: members sign in to your Engagement Hub for events and courses at no per-member cost. Pricing is per organization.
Yes: registration, ticketing, discounts, refunds, sessions and check-in are part of Engage’s events capability.
Yes: model them as custom objects on the member record, with your own fields.
Courses and certificates are in early access; new accounts get a direct line to the team building them.