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Sample data. The people, records and results shown are fictional, for demonstration only.

CrestSLPP Pilot (synthetic test data)
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The platform

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58 capabilities in ten areas: 39 available, 9 limited, 10 planned. Sign in to see which you can use.
Available
Works today.
Limited
Works, with the restriction stated.
Planned
Not built yet; no link until it is.
Restricted
Exists, but needs sign-in, membership or authorization.

Membership cards, dues and payments

5 featuresAvailable

A digital membership card, online dues through Stripe and a full payment history.

ERP: finance, procurement and resources

11 featuresAvailable

Requisitions, approvals and purchasing today; the ledger, budgets and reporting are being integrated with ERPNext.

Open the ERP workspace

  • ERP workspace

    LimitedRestricted

    One place for the finance functions you are authorized to use.

    The entry point works; ERPNext-backed functions need the ERPNext connection, and accounting functions are planned.

    Sign in first for ERP workspace

  • Prepare requisitions

    LimitedRestricted

    Draft a purchase request with the assistant, checked against party data.

    Needs a connected ERPNext, which this deployment does not have yet.

    Sign in first for Prepare requisitions

  • Approve requisitions

    LimitedRestricted

    Approvers see exactly what would be sent, and decide.

    Needs a connected ERPNext, which this deployment does not have yet.

    Sign in first for Approve requisitions

  • Suppliers, items and purchasing data

    LimitedRestricted

    Ask about suppliers, items and orders in ERPNext.

    Needs a connected ERPNext, which this deployment does not have yet.

    Sign in first for Suppliers, items and purchasing data

  • Dues reconciliation

    LimitedRestricted

    Each recorded payment goes to ERPNext once, as a draft journal entry, and is checked against it. A finance officer submits it in ERPNext.

    Sign in first for Dues reconciliation

CRM: members and engagement

8 featuresAvailable

One record per member, from application to renewal, managed by the officers responsible for them.

Open the CRM workspace

  • CRM workspace

    LimitedRestricted

    Applications, members and standing for the units you look after.

    Entry point and member tools work; engagement features are planned.

    Sign in first for CRM workspace

Events, announcements and fundraising

5 featuresAvailable

Keeping members informed and engaged between elections.

  • Email receipts and notices

    Limited

    Confirmation codes, payment receipts and application decisions by email.

    Delivery depends on the email provider and is still being verified for the pilot.

    Works automatically