You Always Deserved A Better AMS.
Relevate Essentials brings the complete Relevate platform for growing associations
- Events and Education
- Communication Center
- Ticketing and Support
- Committee Management
- Events and Education
- Communication Center
- Ticketing and Support
- Committee Management
- Events and Education
- Communication Center
- Ticketing and Support
- Committee Management
- Events and Education
- Communication Center
- Ticketing and Support
- Committee Management
- Events and Education
- Communication Center
- Ticketing and Support
- Committee Management
Your Association, Finally All in One Place.
The same robust platform your larger peers have been running—now accessible for growing associations. No stripped-down version. No compromises on capability
The complete platform. Accessible price point.
Every core module in the Relevate suite.
Built for associations that move fast.
Lean teams need technology that works without a full-time administrator to manage it. Essentials automates the work that quietly consumes your staff's day.
Grow into Relevate One anytime.
When you're ready for a dedicated CSM, upgrading is seamless. Same platform, no migration, expanded service model.
Replace Your Stack
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Member Management
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Event Software
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Committee Software
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Survey Tool
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Emails & Texting Platform
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Ticketing System
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Reporting Tool
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Member Portal
Becomes
Every tool your association needs, built and managed in one place.
Loved by Staff. Felt by Members.
Relevate Essentials includes every module your association needs to run efficiently, engage members, and stay organized - all in one platform.
Member Record Management
Consolidated member records with full history, advanced search, bulk editing, and custom fields-total control in one view, starting from a customizable online application.
- Customizable online member application
- Centralized member data
- Advanced search and firing
- Custom fields and bulk actions
- Designation and certification tracking
Office Record Management
Manage office records as their own entity, with full visibility and control from one place.
- Office and firm tracking
- Hierarchical relationships
- Role-based access control
Billing and Payments
Streamlined billing with auto-renewal and bulk invoice generation. Accept payments, manage dues, and track transactions automatically.
- Automated invoicing and late fees
- Multiple payment methods
- NAR E-Commerce reconciliation
- Financial reports and QuickBooks export
Events and Education
Build, publish, and manage CE courses and events from one dashboard-registration capacity, and payment all in one flow
- CE course and event management
- Integrated registration and payments
- Autogenerated certificates
- Waitlist, capacity, and an automated reminders
Communication Center
Reach members across every channel from a single platform. No separate email tool, no extra subscriptions, and no reconciliation.
- Email, SMS, and in-app messaging
- Automated workflows and segmentation
- Template library and engagement reporting
Relevate SSO and Member Portal
One secure login for every tool your association provides Members stop calling about passwords. Staff stops resetting them.
- Single sign-on for all vendor tools
- Adaptive MFA and passwords login
- Branded, mobile-ready member portal
- 100+ vendor tool connections
Ticketing and Support
A centralized helpdesk so your staff never loses track of a member inquiry. Every request logged, assigned, and resolved.
- Centralized member inquiry management
- Ticket assignment and resolution history
- Staff workload visibility
Committee Management
Manage committee membership, meetings, and governance with built-in voting tools and secure document sharing.
- Automatic meeting reminders
- QuickVote for in-meeting decisions
- Secure document sharing
Surveys and Elections
Secure member surveys and elections with automated distribution and real-time results your leadership can act on immediately.
- Secure member voting and surveys
- Automated distribution workflows
- Real-time results and reporting
AIMEE™ ADD-ON
The Artificial Intelligence Member Engagement Expert. AI-powered engagement scoring and personalized recommendations that drive member participation.
- Member engagement scoring
- Personalized per-member recommendations
- Participation and involvement insights
- Actionable recommendations delivered straight to staff
Support That Fits How You Work.
Essentials is designed for associations that are comfortable running a
modern platform independently. You have access to a knowledgeable
team and robust resources whenever you need them.
You Are Never Without Help.
A shared team of Relevate experts backs you up, and on-demand documentation means answers are always a search away.
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Shared Client Success Team - a team of Relevate experts always available, ready to help when you need them.
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Email and Ticketing Support -responsive support from the Relevate team for questions and requests
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Bi-Annual CSM Check-ins - two scheduled Zoom touchpoints per year to review your account and platform performance.
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Extensive Online Documentation - built-in Get Help on every platform page, instant answers without waiting.
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Regular System Updates and Enhancements - every improvement ships to your association automatically.
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Quarterly Relevate Newsletter - platform tips, updates, and what is coming next.
Ready for a dedicated CSM and live phone support? Relevate One is the full-service experience — same platform, with an expert in your corner from day one.
See the Platform. Ask Every Question
Book a demo and we will walk through the modules that matter most to your team-a clear, honest look at what Relevate Essentials can do for your association.
Not sure which plan is right for you? info@letsrelevate.com