Feature
Recruitment & Engagement CRM
Grow your organization without losing a single name.
Give advisors and state staff one simple board that tracks members, chapters, alumni, and sponsors and remembers every follow-up.
Pipelines
Four pipelines. One picture of your growth.
Recruiting a sophomore into your chapter is a different journey than winning over a state sponsor, so each gets its own board with stages that match how the work really happens. Anyone on your team can see where things stand at a glance.
- Separate boards for members, chapters, alumni, and partners & sponsors
- Drag cards between stages and watch counts update as you go
- Search names, schools, or tags, or filter by status in a click
- Rename, reorder, and recolor stages to fit how your team works
Lead tracking and pipeline management
Ridgeview High School
Westfield Career Center
Lincoln Technical Academy
Ridgeview High School
Harbor View High School
Westfield Career Center
Lincoln Technical Academy
Harbor View High School
Lead Management
Every conversation, remembered.
Advisors change schools, officers graduate, and memories fade. Open any lead and the whole story is right there: who talked to them, what was said, and what someone promised to do next.
- Log notes, calls, emails, and meetings in one running timeline
- Set follow-up tasks with due dates and check them off as you go
- Keep a simple checklist of next steps on every lead
- Add color-coded tags so everything stays organized your way
Summit Financial Group
Send signed sponsorship agreement
Dana Whitfield · Oct 18, 2:14 PM · Due: Oct 24
Met with their marketing director. Interested in the career fair booth package.
Dana Whitfield · Oct 16, 11:02 AM
Intro call. They sponsored a rival conference last spring; open to switching.
Chris Alvarez · Oct 9, 3:40 PM
Built for CTSOs
Everyone sees their piece. Leaders see it all.
A chapter advisor recruiting students, a state director courting sponsors, and a national team watching it come together can all work from the same CRM. Every lead belongs to a chapter, association, or national office, and what you see follows your role.
- Every lead belongs to a chapter, association, or national office
- Permissions follow roles, so everyone gets exactly the right view
- Hand off a lead and it lands with someone who covers that chapter
- Reassign a lead and leave a note without ever leaving Slack
Fill in the details to add a new lead.
Which chapter is recruiting this member?
More features
Everything else you get
Ready-made pipelines for members, chapters, alumni, and sponsors
Drag-and-drop boards that show where every prospect stands
Notes, calls, reminders, and checklists kept right on each lead
Advisors see their chapter, state staff see their association
How it works
Up and running in three simple steps
Import
Upload your roster and chapter data. Our guided importer maps everything in minutes.
Customize
Set roles, permissions, dues, and competition rules to match how your CTSO operates.
Go Live
Invite your members and start running your season from day one.
Ready to give your CTSO a better home?
Book a demo and see how CTSO Central can support your organization — from membership and events to testing and day-of operations.