ENGAGE is Feature Rich & Designed to Power Today's Labor Unions
Combining Key Union Management Features into a Single Application.
- Communications Tools
- People Management
- Grievance and Discipline Case Management
- Organizing Tools
- Event Management
- Dues Management
- Document Sharing
Purpose Built Just for Labor
The UnionTrack ENGAGE platform combines the best digital processes for union member engagement, dues/per-capita payment processing, member communications, organizing, training, and grievance tracking - all in a single, modern, cloud-based platform.
ENGAGE is not a one-size-fits-all Customer Relationship Management (CRM) solution. The ENGAGE platform was purpose-built from the ground up for labor unions. There is no attempt to shoehorn your Union member data and activities into a CRM originally designed to support basic member organizations. ENGAGE was built by labor for labor, and will streamline your day-to-day operations!
Communication Tools
HOW ENGAGEĀ® COMMUNICATES WITH YOUR MEMBERSHIP
Powerful, intuitive communications tools keep your members engaged. Email composer, text messaging, and custom surveys are all delivered using always-current dynamic distribution lists. Create filtered lists of officers, members, and supporters to enable your organization to send tailored messaging to specific segments of your audience.
- POWERFUL DISTRIBUTION LISTS: Segment your membership to create always-current mailing lists based on member profile data.
- EASY COMMUNICATIONS EDITOR: Drag and drop email template composer with intuitive visual editor.
- REAL-TIME SURVEYS: Generate real-time Polls and Surveys to get immediate feedback.
- MESSAGE SCHEDULING: Schedule specific dates and times to send out your communications.
- INSTANT ANALYTICS ON YOUR TEAM'S COMMUNICATIONS: Receive instant feedback on the key success metrics of your communication campaigns.
People Management
The most robust, consolidated person records in the industry. Use the same profile across Union Membership, Training, and Organizing activities.
- POWERFUL ROLE-BASED EXPERIENCE: Tailor views and access by role. Personalize the ENGAGE interface for officers, members, and supporters.
- MEMBER SELF SERVICE: Minimize errors through a self-service portal. ENGAGE empowers officers, members and supporters to self update their profile and contact information.
- CONSOLIDATED PROFILES: Across Membership, Training, & Organizing records
- READY TO ORGANIZE? Supporter tools to grow your membership. ENGAGE offers solutions for connecting with supporters - as well as members - of your organization.
Grievance Tracking
Never miss a Grievance deadline again - track all case activity, consolidate case notes, communication, and documents, with auto due date alerts for each step in the process.
- WORKFLOW BUILDER: Create custom workflows for tracking Compliance and Grievance cases through to closure based on your existing steps.
- POWERFUL SEARCH AND FILTER CAPABILITIES: Search, Filter and Sort cases quickly and securely.
- REAL-TIME ALERTS: Automated due date alerts for each step of the case.
- COMMUNICATIONS: Send and consolidate case communication related to the Grievance Case.
New for 2026!
Organizing Tools
Organizing Tools That Turn Supporters into Members. With ENGAGE, Organizations are provided a branded organizing and contribution portal that streamlines the supporter journey from end-to-end.
- QUICK, MOBILE-FREINDLY SIGN UP: Supporters submit their "Showing of Interest Card" and their voluntary contribution in minutes-anytime, anywhere.
- Automated Recurring Contributions: Secure and reliable processing that requires no manual follow-up.
- REAL-TIME ANALYTICS: Leadership monitors progress, tracks retention, and identifies trends throughout the campaign.
- PROSPECT MANGEMENT
- EMPLOYER RECORDS
Event Management
The ENGAGE Events Module is a fully-integrated feature designed to help Unions and Labor organizations efficiently manage, promote, and track member events and activities:
- EVENT CREATION & MANAGEMENT: Create single or recurring events (e.g., meetings, training, rallies). Set event details: date, time, location (physical or virtual), description, and registration limits.
- REGISTRATION & ATTENDANCE: Allow members to RSVP or register through their union website or mobile device. Check-in capabilities (QR code, mobile check-in, manual). Exportable attendance records tied to member profiles for tracking participation or compliance.
- REPORTING AND ANALYTICS: Track event attendance by members or affiliations. Monitor event engagement trends over time.
- REGISTRATION LINKS: Embed links to registration forms on your website, member portal, text, and email communication.
- WAIT LISTS: Wait list functionality for capacity-limited events.
Dues Collection Tools
Secure dues collection and administration - process dues paid through employer payroll deduction, direct and scheduled payment controlled by the member.
- Track employer Payroll Deduction/Checkoff
- Direct Dues collection and processing
- Make Dues Rate adjustments
- Support for simple - to complex - dues calculations
- Competitive payment processing fees
Learn How ENGAGEĀ® Can Transform Your Organization
At the heart of ENGAGE lies a powerful member management and engagement engine. Email, Text Messaging, and Surveys are delivered using Dynamic Distribution Lists. ENGAGE your Officers, Members, Non-Members, and Prospects. ENGAGE communication channels and resources create the backbone for a well-connected union. Let our team show you the possibilities.
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