Platform & Integrations Demo
A WordPress-based platform demonstrating intake, CRM integration, and member onboarding for organizations that need systems—not just websites.
How the Platform Works
[1] Intake
Visitors submit an application through a structured form that captures intent and source data.
[2] Automation
Applications are routed into a CRM where review tasks and follow-ups are automatically created.
[3] Onboarding
Accepted users receive access to a secure member portal with onboarding resources and next steps.
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