Chapter Management Software for Organizations

Centralized Tools to Power Smarter Chapter Management

Build a unified organization where each chapter maintains its local identity while benefiting from shared resources, consistent data, and streamlined coordination. Empower local chapters while maintaining organizational consistency and control.

Unify Your Chapters Without Losing Their Identity

As your organization expands to multiple locations, the challenge isn't just growth; it's cohesion. Our chapter management software eliminates fragmented databases and disconnected teams while preserving each chapter's unique voice and focus.

Centralized Data, Distributed Access

Centralize your organization's data while empowering individual chapters with controlled access. Members see only the information relevant to their chapter, while administrators maintain a comprehensive overview.

Logical grouping structure
Every person in your database belongs to exactly one chapter, creating clear organizational boundaries while maintaining a unified database.
Scope-based visibility
Team members only see the resources, contacts, and campaigns relevant to their chapter when logged in, reducing confusion and information overload.
Multi-level organization
Create parent organizations with child chapters for regional or state-level coordination (like "Rideshare Drivers United - California" containing Los Angeles, San Diego, and San Francisco chapters).

Role-Based Permissions for Secure Access Control

Protect sensitive data and streamline workflows with customizable roles and permissions. Ensure each chapter member has the right level of access – no more, no less.

Granular access management
Control which team members can access specific features, edit settings, or view sensitive information within each chapter.
Cross-chapter coordination
Grant statewide or organization-wide access to specific team members who need to coordinate across multiple chapters.
Scope switching
Users with access to multiple chapters can easily switch between them from the dashboard or mobile app, maintaining clear context about which chapter they're working in.

Local Phone Numbers & Integrated Communication

Give each chapter a dedicated local phone number and access to email, P2P texting, broadcast SMS, and phonebanking for seamless outreach and mobilization.

Chapter-specific phone lines
Each chapter gets its own local US phone number that remains consistent regardless of which team member is making calls or sending texts.
Customizable call routing
Configure how incoming calls are handled; route directly to voicemail, to the assigned agent for that contact, or to a specific team member.
Custom voicemail greetings
Upload voice recordings for your chapter's voicemail greeting to provide a consistent, professional experience for callers.
Spam protection
Automatic enrollment in SHAKEN/STIR and Voice Integrity programs (with organizational EIN) helps ensure your calls get through without spam labels.

Unified Branding, Local Customization

Maintain consistent branding across your organization while allowing chapters to personalize their websites and landing pages with pre-approved templates.

Chapter-specific websites
Each chapter can have its own web presence while maintaining organizational brand consistency.
Shared templates
Create reusable email wrappers, page layouts, and campaign materials that chapters can customize without starting from scratch.
Local fundraising
Connect separate Stripe accounts for each chapter if needed, allowing for chapter-specific donation tracking and financial management.

Chapter-Specific Reporting & Analytics

Track key metrics for each chapter and your entire organization. Monitor membership, engagement, fundraising, and campaign activity, broken down by chapter.

Scoped analytics
View reports filtered by chapter to understand local performance and engagement.
Organizational overview
Administrators can access aggregated data across all chapters to identify trends and best practices.
Financial tracking
Monitor donations and fundraising efforts by chapter when using chapter-specific Stripe connections.

Geographic Branches for Hyper-Local Organizing

Segment people within a chapter using branches, custom-drawn shapes on a map that represent different neighborhoods, districts, or regions.

Automatic assignment
When someone joins a chapter that uses branches, they're automatically placed in the appropriate branch based on their postal code or address.
Visual mapping
Draw branch boundaries directly on a map interface, with color-coding for easy visual distinction.
Branch leadership
Assign branch captains to coordinate local activities and serve as points of contact for members in that area.
Proximity assignment
People who fall between overlapping branches are placed in the branch with the geographic center closest to them.

How Our Chapter Management Software Works

01

Create your organizational structure

Start with a root organization and add chapters as needed based on geographic regions or other logical divisions.

02

Configure chapter settings

Set up each chapter with its local phone number, call routing preferences, and optional geographic branches.

03

Assign team members

Give appropriate permissions to staff and volunteers, controlling which chapters they can access and what actions they can take.

04

Customize local tools

Each chapter can personalize their communication templates, website content, and campaign materials while maintaining organizational consistency.

05

Monitor and coordinate

Use chapter-specific and organization-wide reporting to track progress, share best practices, and coordinate multi-chapter campaigns.

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FAQs on Chapter Management Software for Organizations

Everything you need to know about the product and billing. Can't find the answer you're looking for? Please chat with our team.

Is chapter management software available on all pricing plans?

Multiple chapters and organizations are available on the Standard Billing Plan and above. The Essentials plan includes a single chapter and organization.

How do we know which chapter we're currently working in?

Your current scope (chapter or organization) is always visible in the top left corner of the dashboard. This helps prevent accidental cross-chapter data entry.

Can we create branches that overlap geographically?

Yes, you can create overlapping branch boundaries. When this happens, people are assigned to the branch with the geographic center closest to their location.

Can we disable automatic geographic branch assignment?

Yes, you can toggle the "Require Within Bounds" setting for branches. When disabled, people will be assigned to the nearest branch even if they're not within its precise boundaries.

Do we need to register our chapter phone numbers separately for spam protection?

While basic protection is automatic with an EIN, you can manually register your chapter phone numbers with The Free Call Registry for additional protection, particularly with T-Mobile carriers.

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