Features Guide

The following table identifies features that are included in iMIS Professional or Enterprise.

= included
+ = optional
Professional Enterprise
Community
Contact management Manage contact, address, and demographic information for individuals, organizations, or groups.
Address verification Verify addresses at the point of entry. Automatically verify and clean address information.
Contact Merge Standard — Find, merge, and clean duplicate records.
Plus — Review all potential duplicate record pairs. Determine which records to retain, which records to merge into the retained records, and which records to mark as Not Duplicates. + +
Online profile Allow constituents to manage their profile and transaction history.
Online directory Allow constituents to access and manage their own profile information and create a searchable online directory based on a variety of criteria and with varying levels of permission-based security.
Online communities Create and manage multiple members-only online communities that have unique security settings with discussion forums, document libraries, wikis, blogs and more.  
Group Administrator Standard — Allow an individual to manage organization or committee rosters and conduct transactions for colleagues, as well as manage their chapter or organization information.
Plus — Allow an individual to manage chapter rosters and conduct transactions for chapter members.   +
Volunteer management
  • Recruit, schedule, and track volunteer activity.
  • Manage, assign, and track volunteer hours.
iMIS for Clubs Organizations can properly track attendance by checking individuals in and out of a specific club using a scanner or manually entering the ID. +  
Membership
Membership fees Manage individual or company memberships and membership fees for multi-tiered, variable-duration, and other complicated membership models.
Online membership Create an online join or renewal page using a configurable template. You can allow your members to join or renew their membership online or through a mobile device.
Chapters and committees Track and manage current and historical chapter and committee membership and participation.
Fundraising
Gift processing Process pledges or gifts of all types, including annual, major, recurring, planned, and tribute. +
Online donations

You can create an online donations page using a configurable template, allowing your donors to give online or through a mobile device.

+
Moves management Manage the individual and hands-on approach necessary to cultivate major gifts. +
Crowdfunding (Cause2Give) Turn your best supporters into your best fundraisers with personal or team-based fundraising web pages. + +
Events
Event management Manage the planning, logistics, communication and registration for events of all types and sizes.
Online events

Create online event pages or microsites to enable your constituents to register and access event details including locations, agenda, registrant directory, Twitter feed, and more.

Commerce
Product sales Sell physical or digital products with flexible pricing and promotional discounts.
Inventory management
  • Track and manage your inventory.
  • Manage backorders.
  • Create relationships between products for cross-selling, up-selling, and suggesting replacements.
  +
Online store
  • Sell physical or digital products.
  • Auto-calculate shipping and taxes.
  • Display related items for cross-selling or up-selling.
Advertising management (Spacemaster) Track and manage advertising opportunities from sales through insertion.   +
Marketing
Email marketing Standard — Send email communications to individuals or groups.
Plus — Design, send, and track targeted email marketing campaigns. + +
Campaigns
  • Offers all of the key performance tracking to see up-to-date and accurate results of all of your marketing efforts and ongoing campaign analysis.
  • Define and manage all aspects of a marketing campaign including expenses, lists, and results.
+
Segmentation
  • Assists with targeting the market or the segment of the database that is most likely to respond to the marketing effort.
  • Define and save queries with source codes for advanced targeted efforts.
  +
Process manager Define and manage the workflow for sponsorships, memberships, major giving, and other large sales opportunities or complex processes.   +
Certification
Certification management

Define multiple certification programs with any combination of requirements including:

  • Event attendance
  • Product purchase
  • Demographic information
  • Document uploads

and more.

  +
Online certification Allow applicants to apply for and monitor their certification progress online.   +
Finance
Accounts receivable Manage invoicing, cash receipts, and other financial transactions.
AutoPay Automate recurring (weekly, monthly, yearly) membership fees and donations. + +
Deferred income Delay recognition of income to coincide with when income is earned.   +
Refunds Process payment refunds.
General ledger systems Generic export — Export a spreadsheet that can be further formatted for import into the general ledger package of your choice.
Pre-formatted exports — Quickbooks
 iMIS Pay Central Easy and secure payment processing through iMIS.
Continuum
Reports Leverage a library of configurable standard reports or create your own reports.
Dashboards Turn data into insight through real-time measurement of key performance indicators (KPI) with dynamic dashboards.
Scoring Standard — Measure, track, and improve engagement with your members, donors and constituents.
Plus — Create your own customized scores. + +
iMIS Report Writer Standard — Express reports.
Plus — Advanced reports and dashboards. + +
RiSE Web Platform
Site BuilderManage multiple websites and allow chapters or affiliates to manage their own websites.
Page BuilderBuild sophisticated web pages with a WYSWIG editor and configurable out-of-the-box content items, such as menus, lists, charts, user profiles, and more.
Content taggingUse your organization's specific terms, audiences, and concepts to deliver targeted web content.
Intelligent Query ArchitectCreate complex queries and export the results in a variety of formats.
Forms Create online forms with iMIS fields.++
Process automationStandard — Use predefined tasks and alerts to automate manual processes.
Plus — Create your own unique tasks and alerts to automate manual processes.++
Translation Translate fields, menus, screens, and web pages into different languages. +

Integrations

REST API

iMIS Cloud includes a modern REST API optimized for integrating to cloud-based solutions. Our industry-leading API is fully documented. Please see the iMIS SDK Developer Guide.

Authorized iMIS product partners

We partner and work closely with select software vendors based on client demand to provide tight integration to popular best-in-show solutions.

For more information, review the iMIS Product Partner site.

Add-on applications and integrations directory

There are hundreds of add-on applications and integrations for iMIS Enterprise created by our global partner channel, including:

  • Web-content management system integrations
  • Learning management system (LMS) integrations
  • Job board integrations

The iMIS user group NiUG International maintains a free searchable App & Add-on Toolbox directory.

About Advanced Solutions International

Advanced Solutions International (ASI) provides products, programs, and services to help associations and not-for-profits improve operational and financial performance. We are a privately-owned company and have been profitable since our founding in 1991. Our financial strength enables us to make significant investments in research and development so that we can consistently deliver best-in-class solutions. It also means you have peace of mind knowing that we will always be there to support your organization.

Microsoft Partner

We are a Microsoft Gold Certified Partner. A Microsoft Gold Certified Partner is a company that has agreed to collaborate and establish a close working relationship with Microsoft. Having that title means the company has earned the highest standards of Microsoft's widely-recognized partnership program.

 

Great Places to Work

We are a multi-year winner of the Great Place to Work award. The Great Place to Work Institute is a global consultancy that helps organizations identify, create and sustain great workplaces through the development of high-trust cultures.

 

  Locations
USA
Worldwide Sales Headquarters
901 N. Pitt St., Ste 200
Alexandria, VA 22314
1-800-727-8682
Center for Technical Excellence
4030 West Braker Ln., Ste 175
Austin, TX 78759
1-800-727-8682
ISSI Headquarters
3000 South Lenola Rd.
Maple Shade, NJ 08052
1-800-727-8682
Canada Europe Asia-Pacific
251 Consumers Rd., Ste 1404
Toronto, ON
Canada M2J 4R3
1-800-727-8682
Basepoint Shoreham Centre,
Little High St., Shoreham-by-Sea
West Sussex BN43 5EG
+44(0)20 3267 0067
Level 22
459 Collins Street
Melbourne VIC 3000
+61 3 9869 7500
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