Candidates and mentoring
From first enquiry to initiation, with an owner and a next action.
Move enquiries through a visible pipeline so nothing stalls between interview and ballot.
Candidate CRM
Managed journey with stages: enquiry, interview, proposer, ballot, initiation. Every candidate is a record with an owner and an activity log.
Pipeline board
A board showing every candidate by stage. Workload is obvious at a glance. Drag to advance.
Mentor assignment
A mentor assigned to each candidate and new member. Contact history, progression tracking, and sign-off ready for Grand Lodge.