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Easy-to-Use Association 

Management Software

All in one 

Member Managment

system for member based organizations

The Planning Tool association management system (AMS) is built for nonprofits, associations and other member-based organizations looking to increase member engagement and improve staff efficiency.  The Planning Tool empowers you to focus on what’s most important: your members.

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Our Services

ZOOM DEEP INTERGATION

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THE PLANNING TOOL! announces deeper integration with Zoom to make virtual mentoring & learning awesome!

Mentee engagement and interaction remains the biggest challenge in virtual meetings. As many schools and businesses have gone virtual, this integration will make it easier for mentors and professionals to make distance learning and remote working more engaging by adding The Planning Tool to their toolkit.

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Through The Planning Tool, users will be able to access, host and virtual meeting with other participants without ever leaving The Planning Tool or needing a second device. Meeting hosts will have immediate access to their Planning Tool's Membership data and can share Zoom meeting invitations with members of the organization.

Cloud Solutions
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Store and access data and programs over the Internet instead of your computer's hard drive. Collect data from your mentees through our web portal system.

Integrations

The Planning Tool platform supports the ability to integrate Google Calender & Paypal accounts with the system.

Education Portal 

The Planning Tool's Online learning Module provides a systematic approach to learning over the internet through online videos.

Security 
&
Mobility
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Each Planning Tool account is secured requiring a user id and unique Password.

The Planning Tool application is mobile friendly and can be accessed on most smart-pones.

Upload and Store Documents

Store completed applications, photos or other documents.

Mass Email & Texts

Send mass emails and texts to mentors or any other group of contacts in your database.

Membership Application Portal

Allow new members to apply to your organization and schedule interviews with the Membership Application Portal

Parental Consent Forms/Waivers

Generate customized consent forms and let parents or members sign waivers electronically 

Meetings Module

Run highly efficient meetings by organizing your group's meeting adgenda and handouts with the Meetings Module

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Invoice and Billing

Easily send invoices and receipts to members electronically. Generate and download financial reports.

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Secure Access from Anywhere

This cloud-based solution allows you to access your database from any computer. All you need is a web browser & an Internet connection. All data transfer is securely encrypted.

Easy to Use

Our software is designed for computer users of all experience levels. Our most frequent feedback is "it's so easy to use!"

Customized for Your Specific Needs

We worked hard for you to customize functions unique to your organization. These customized functions are robust and powerful.

Report Outcomes

The Planning Tool supports evidence-based mentoring, by giving you access to custom reporting on your data and allowing searching and filtering by any field.

  • Built-in reports & charts

  • Compare baseline & milestone results

  • Export all data & reports to Excel

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Testimonials

"The Planning Tool Software created a customized solution with tailored support that has allowed us to meet and exceed our federal grant reporting requirements. Their team worked with us to create a solution that meets the needs of 26 diverse programs across the country. It is accessible and easy to use, and with a click of a button we are now able to pull accurate and real-time numbers at the national level that meet our exact grant reporting requirements."

Richard Kelly
Director of Information Systems, Latino Mentors USA

Contact

Ready to find out more?

Its Free. It's Easy.

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