01
ProfileOne alumni profile
Link multiple identities, chapters, contacts and historic records.
Unified recordCross-endpoint syncAudit-ready
CHAPTER & ALUMNI CRM
One trusted profile across every chapter
Understand the whole relationship while respecting chapter ownership, access boundaries and individual privacy.
Native Chinese and English UIResponsive across endpoints
SMART DIRECTORYConnect through trusted profiles
Search by region, industry, class and school with professional tags and privacy controls.
Multi-dimensional searchVerified profilesPermissioned contact
REAL PRODUCT UISynced through one data foundation
CORE VALUE
Every relationship is a living timeline
Connect identity, chapters, events, dues, giving and services so teams can support people at the right moment.
02
GovernanceImport and deduplication
Merge duplicates while retaining source and change history.
03
InsightMulti-dimensional tags
Organize cohort, region, sector, interest, activity and contribution.
04
JourneyEngagement timeline
Collect events, dues, giving, content and service interactions.
05
DevelopmentKey relationship work
Track owner, follow-ups, reminders and authorized visibility.
06
CollaborationMulti-level chapters
Manage onboarding, terms, leaders, members and annual work.
OPERATING FLOW
Make data trusted, useful and bounded
Workflow, data and ownership stay aligned at every key moment.
Collect
Bring together files, legacy systems and verified input.
Govern
Clean, deduplicate, merge and confirm trusted sources.
Authorize
Control access by organization, role and member preference.
Engage
Serve real needs and keep profiles current over time.
VERIFIED COMMUNITYKeep alumni relationships active
Verified feeds, local circles, industry groups and topics create trusted engagement.
Verified postsLocal + sector circlesTopics + mutual help
REAL PRODUCT UISynced through one data foundation
CONTEXT & BOUNDARIES
Shared standards with chapter autonomy
Organization trees and data scopes eliminate manually distributed member lists and conflicting files.
- Flexible chapter levels
- Leadership term records
- Annual tasks and health
- Roles and appointments
FAQ
Questions about this capability
For more complex requirements, we validate each assumption during discovery.
Yes. Roles, capabilities and data scopes can follow headquarters, schools, regions, sectors, cohorts and other chapter levels.
Projects can connect approved identity, master data, payment, messaging and other institutional services.
Consent, field classification, masking, export controls, audit logs and account closure workflows keep data use bounded.
START WITH REAL NEEDS
Book your tailored product demo
Share your organization type and priorities so we can prepare a walkthrough around your real workflows.
Built around real workflowsCovers the full product suite