What ChapterPulse can do

Ask questions about your chapter in plain English and get answers with charts and tables. Pulse AI translates your question into a database query, runs it against your chapter's live data, and presents the results visually.

• Questions about membership, events, attendance, revenue, and volunteers
• Bar, line, and pie charts generated automatically from results
• Cohort-based renewal rate math using years of monthly snapshots
• Saved queries and persistent chat sessions for recurring board report questions
• Available on the Insights plan. Also works in the mobile app.

Compose professional, brand-consistent newsletters visually and export Mailchimp-ready HTML in one click. No HTML knowledge required.

• Section-based builder: events, president's message, volunteer spotlight, custom blocks
• Six pre-built announcement templates (AGM, board election, event highlight, survey, milestone, holiday)
• Reusable Spotlight library: save, search, and load spotlight content across issues
• Admin section management: hide section types, set default copy, create up to 10 custom section templates
• AI writing assistance: polish copy, generate descriptions, suggest subject lines
• Compliance checks for broken links, missing dates, trademark issues, and CASL
• Version history, draft cloning, and "mark as sent" tracking
• Available on all plans

Your full chapter roster, synced nightly from your existing member management systems. See who is active, expiring, at risk, or lapsed.

• Pulls from ThoughtSpot, Dark Rhino, and/or StarChapter automatically
• Monthly point-in-time snapshots for historical cohort analysis
• Multi-source priority resolver: best data wins when sources overlap
• PII access controlled per user via the Member PII permission
• Available on Operate and Insights plans

Events, registrations, attendance, and payments from StarChapter, unified in one view with trend indicators and revenue breakdowns.

• Registration counts with month-over-month trends
• Payment records including coupon tracking and revenue per event
• Check-in data from the mobile app merged with registrations
• Available on Operate and Insights plans

Configure exports once. ChapterPulse generates, attaches, and emails CSV reports to your partner organizations on a monthly schedule.

• 23 available columns with drag-to-reorder customization
• Delta tracking: only changed records in each delivery
• Test sends, delivery history, and per-config fault isolation
• Up to 5 exports on Operate, unlimited on Insights

Volunteer postings sync from PMI's volunteer portal. Track applications, resumes, and placement status in one place.

• Automated sync of postings from volunteer.pmi.org
• Application tracking with applicant details and submission dates
• Resume storage in the cloud
• Available on Operate and Insights plans

A companion iOS and Android app for chapter leaders at events and on the go.

• One-tap event check-in with an offline queue that syncs when connectivity returns
• Walk-in registration at the door with member search and duplicate warnings
• Conversational Insights chat with charts, right from your phone
• Same role-based permissions and PII gating as the web app

A role-adaptive dashboard that shows each board member the sections relevant to their permissions:

• KPI cards: active members, new joins, at-risk members, renewal rates, upcoming events, recent attendance
• Recent drafts with status badges and quick-edit links
• Upcoming scheduled exports with countdown to next delivery
• Volunteer summary: open postings and pending applications
• Team activity feed: recent role changes, invites, and joins
• System health banner with data sync status alerts

KPI cards are available on Operate and Insights plans. Other dashboard sections appear on all plans based on permissions.