Equine Workspace
ASSOCIATIONS & ORGANIZATIONS
ASSOCIATIONS & ORGANIZATIONS

Bring members, communication and programs into one connected Workspace.

Manage member relationships, renewals, payments, events, communication, education and day-to-day administration from a Workspace configured around your organization.

Run your organization

Give your organization a clearer way to manage its members and programs.

Associations and organizations juggle members, renewals, events, communication and reporting across disconnected tools. Equine Workspace brings them together.

Members

Keep member information organized.

Memberships

Manage membership levels and status.

Renewals

Track renewals and reminders.

Payments

Collect dues and process payments.

Events

Run events and registrations.

Communication

Keep members informed.

Education

Deliver courses and content.

Reporting

See activity across the organization.

Connected records

Keep each member connected to the activity around their membership.

Build structured records around your organization so member information does not live separately from payments, events, communication and education.

Record

Member

Membership
Payments
Events
Communication
Education
Documents
Community
Renewal
Member journey

Create a more connected member experience.

Keep the member experience connected from first discovery through participation, learning and renewal, so members stay engaged over time.

DiscoverFinds you
JoinBecomes a member
WelcomeOnboarded
ParticipateGets involved
LearnEngages content
AttendJoins events
RenewStays a member
ConnectedLong-term

Member journey

Membership administration

Make recurring membership work easier to manage.

Keep member information, membership status, payments and renewals organized with reminders and communication that keep the administrative side moving.

Member information
Membership status
Payments
Renewals
Forms
Documents
Communication
Reminders
Communication & community

Keep members informed and involved.

Send newsletters and announcements, host community discussions and give members a portal to access the information they need.

Email
SMS where enabled
Newsletters
Announcements
Community
Member portals
Content
Event communication
Events & education

Support more of what your organization offers.

Connect events, education and community to your membership so members can register, learn and participate from one connected experience.

Events
Registrations
Courses
Educational content
Memberships
Communities
Forms
Payments
Grow the organization

Reach new members and strengthen existing relationships.

Capture interest, nurture leads and re-engage existing members with campaigns that keep your organization growing.

Landing pages
Forms
Email marketing
Social media planning
Campaigns
Lead follow-up

Growth flow

Business planning

Plan the business behind your organization.

Equine Business Planner is being developed to help you think through membership revenue, event revenue, expenses, staffing and growth scenarios. It is planning software, not accounting software.

ComingEquine Business Planner

Plan with a clearer picture of your business

Revenue goal

$180k

Projected

$172k

Break-even

$128k

Membership revenue
Event revenue
Recurring expenses
Staffing
Capacity
Growth scenarios
Business visibility

See more of what is happening across your organization.

Review membership activity, payments, renewals, event activity and campaign performance so you can understand what is working.

Members

642

Active

Renewals

38

Due this month

Payments

$14k

This month

Engagement

71%

Email open rate

Business at a glance

Your Workspace

Configured around the structure of your organization.

Associations vary widely in structure. Configure records, workflows, dashboards, permissions and member experiences around the way your organization operates. Complex organizations may require additional implementation.

Breed associations
Professional associations
Clubs
Membership organizations
Nonprofits
Educational organizations
Connected tools

Use the tools that make sense for your business.

Equine Workspace includes tools for many of the things organizations already manage across separate systems, while also supporting connections with outside tools where appropriate.

Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana
Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana
Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana
Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana

Integration options vary by service. Some connections may require additional setup.

Ready to simplify the way your organization operates?

Bring members, communication, payments, events and resources together.