Features

Every workflow.
One calm system.

Front desk to funder report, member directory to year-end statements, dues renewals to summer-camp lottery rules — the whole operation, organized into the workflows your team actually runs. Every plan unlocks everything; what you see here is what you get.

Every plan · Every module · No per-feature unlocks

The foundation

Six things every module shares.

The same guarantees run under every screen — no matter which modules you turn on.

Every plan, every module

No per-feature unlocks. The Starter customer gets the same product the Enterprise customer gets.

Audited end-to-end

Every create, update, and view tracked. Who, when, from where, what changed.

Role-based access

Admin, manager, front desk — tune what each role can do. Staff see only what they should.

Workspace-isolated

Your members' data lives in your workspace alone. No cross-tenant leakage, ever.

Yours to take with you

CSV, PDF, and API exports on demand. If you leave, your data leaves with you.

Customizable everywhere

Fields, templates, pricing, workflows. Configured to your organization, not the other way around.

The modules

Organized by the work they do.

Four categories: front-of-house, members, operations, governance. Every module opens to a deep dive — capabilities, workflows, and how it talks to the rest of the product.

Better together

A new member, end to end.

No module lives alone. One person registers in March and is still in December's board packet — the same record, through the front desk, the class roster, the ledger, and the report, with nothing exported between them.

Configurable everywhere

Made to fit your organization.

Every module has a configurable surface — fields, templates, pricing, permissions. The platform adapts; your workflows don't have to change.

Custom fields

Member, program, event, and household fields. Track what your funder requires and your board asks about.

Report templates & packets

Save the format your funder, board, or insurer wants once. Run on a schedule or one click before the meeting.

Pricing & discount logic

Tiers, sibling discounts, scholarship pricing, residency rates, family plans, lapse-recovery rules — set the model once.

Permissions & roles

Custom roles per workspace; per-module permissions; per-record visibility. Staff see only what they should.

Integrations:Stripe-powered payments. Email via SendGrid. CSV import and export everywhere. Direct migration importers for ServTracker, Focus, MySeniorCenter, and MyActiveCenter. SSO via SAML and OIDC. More on the roadmap — tell us what's blocking your evaluation.

See it run
for your team.

Set up your workspace this morning. Explore every module on the 14-day trial. If NestPoint isn't right for your organization, walk away — no questions, no calls.

Every plan · Every module · Cancel anytime