Ecosystem Capabilities
International Tier
Centralized bargaining intel hub
Use SitePilot pipelines and custom fields to track contract expirations, bargaining issues, and employer data across all locals.
Coordinated national campaign automation
Build master workflows that trigger email/SMS sequences, call reminders, and social actions for members and staff during national campaigns.
Cross-union training & knowledge portal
Create a membership site with courses, templates, and playbooks for organizers and officers with automated progress tracking.
Regional Council
Regional organizing lead router
Capture inquiries from websites and hotlines into SitePilot, then auto-route new leads to the right local based on geography or trade.
Multi-local event & meeting automation
Run a shared calendar for rallies and town halls with automated regional invites, confirmations, and follow-up surveys.
Performance dashboard for locals
Visualize each local’s organizing leads, grievances, and engagement so regional staff can identify coaching opportunities.
Local Union Tier
Member communication hub
Replace scattered spreadsheets with a unified CRM that segments members by craft, shop, or shift and automates broadcast messaging.
Grievance & issue follow-up workflows
Log grievances as pipeline items and trigger timed tasks and notifications so officers hit internal response benchmarks.
Automated onboarding for new members
Enroll new joins in automated welcome sequences with orientation videos, key contacts, and benefit explanations.
Shop Steward
Worksite issue intake forms
Mobile-friendly forms that create tickets in SitePilot, auto-notify officers, and start a follow-up workflow with due dates.
Attendance & engagement tracker
Use simple check-in links for meetings and toolbox talks, then automate follow-ups to inactive members.
Targeted micro-updates by shift
Tag members by crew or shift and let stewards trigger prebuilt SMS templates for quick updates on safety or bargaining.
Individual Member
Member self-service portal
A secure portal where individuals can update contact info, access documents, and view training materials tied to their records.
Personalized reminders & alerts
Automate reminders for dues, certifications, and key votes using AI to time messages based on engagement patterns.
Feedback & pulse-check automation
Send periodic surveys and polls via SMS, automatically tag responses, and trigger follow-up conversations with organizers.