Smarter membership management
Less admin.
More organizing
Those responsible for membership management have historically had to keep track of changing requirements and their implications in their heads, leaving room for costly user error. Traditional CRMs rely on dozens of manually updated custom fields or expensive custom logic that is hard to adapt.
Rank & File puts contracts and bylaws front and center, using AI to turn them into the actionable rules and automations needed to manage membership.
Built to support the core needs of unions
Document library that manages changes to language in contracts, bylaws, and union policies
Our AI helper recommends clear and automated workflows based on the document library that can be manually tweaked as needed
Includes accounts management, member status management, and membership-related communications
Update records based on employer reports. Machine learning understands where employer reports are wrong and appropriately prioritizes member-reported data for the cleanest lists you’ve ever had
In-house dues processing via ACH or credit card payments
Smart, flexible insights generated front and center to support unions of all sizes
Use plain language requests to pull lists of members who have lapsed or otherwise require contact from the union
With spectacular customer support, robust integrations, and thorough documentation, there’s a reason we’ll be your team’s favorite tool.
Cooperative Development
OBL maintains a never-for-profit and cooperative development model. That means unlike other CRMs, we can never be bought out by Big Tech. Partners at the cooperative development table have the unique opportunity to shape new features and participate in the governance of the tool.