Product guide
Everything GroupConnectPro does, and why it helps
A quick tour of the product. If you are a member, this is your guide to getting the most out of your group. If you are still deciding, this is exactly what your members and leaders would use every week.
For every member
The tools you use week to week to give and get more business.
Dashboard
Your home base. It gathers your next meetings, announcements from your leader, people you are due to reconnect with, and your group's overall health into one screen.
- See what is happening and what to do next in five seconds, no digging.
- Never miss a schedule change: leader announcements sit right at the top.
- Get nudged to reconnect before a relationship goes cold.
Meetings
Your group's schedule. Open any meeting for the date, time, location with a tap-to-open map, whether it is in person or online, who is presenting, and the agenda.
- Show up prepared: location, start time, and the featured presenter are all there.
- Get an optional reminder the evening before so nothing sneaks up on you.
- Know when it is your turn to present, with time to prepare your spotlight.
Referrals
The heart of the group. Record referrals you pass to other members and track the ones passed to you, each from given all the way through to closed business.
- Get credit for your generosity: every referral you give is logged, not forgotten.
- Never drop a lead handed to you, follow each one to the finish.
- See the real business that comes back to you (your closed amounts stay private).
One to Ones
A place to log your one-on-one meetings with other members, with private notes only you can see and shared follow-up actions.
- Referrals follow trust: the members who meet one-to-one most get referred most.
- Walk into the next conversation remembering what matters to them.
- Know exactly who to reach out to next, the app flags who you have not met recently.
Member Directory
A searchable list of your group's members. Search by name, skill, or industry and open a profile to see how to reach someone and what they do.
- Refer with confidence: find a trusted lender or attorney and pass the name in seconds.
- Know your group well enough to spot referrals for them out in the world.
- Always current, lapsed and inactive members are kept out of the list.
- Multi-group organizations can turn on an org-wide directory, so members find each other across every group. It is opt-in, and contact details show only for members who choose to share them.
Your Profile
Your own page: contact details, company, what you do, the skills and industries you serve, and your ideal client. You control what is shown, field by field.
- A clear profile earns more referrals, members can send you the right people.
- Your privacy, your call: choose what fellow members see on a per-field basis.
- Control your inbox: pick exactly which emails you want and turn off the rest.
Guests
Invite visitors and track them from invitation through to joining the group.
- A bigger group is a stronger group, more members means more referral power for you.
- Bring people you would vouch for and follow their journey from first visit to member.
- Your invitations are recognized: guests you bring are tracked to you.
For group leaders
The tools that make the group easier to run and easy to renew.
Meeting Management and Attendance
Run the meeting from one screen: agenda, inline attendance (present, late, absent, excused, substitute), guest check-in, and presenter slots members can update themselves.
- Run a tighter meeting with everything in one place, no spreadsheets.
- Spot a member drifting away in time to reach out, not after they are gone.
- Fair presenter rotation with no last-minute scramble over who is up.
Reports and ROI
Attendance, referrals, one-to-ones, guest conversion, and a group engagement score, with date filters and a clear return-on-investment view.
- Prove the group delivers value with numbers, not just stories, at renewal time.
- See which seats are under-served so you can recruit the right businesses.
- Catch disengagement early with a single health score per member.
Announcements
Post a message to the whole group. It appears at the top of every member's dashboard and can optionally be emailed and set to retire itself on a date.
- Reach every member where they already look, no separate email list to manage.
- Members can dismiss what they have read, so the dashboard stays clean.
- Time-sensitive notices retire on their own instead of lingering.
Renewals and Member Management
Track who is coming up for renewal, manage seats and roles, import members from a spreadsheet, and invite people to set up their login.
- See renewals coming so you can have the conversation before anyone lapses.
- Onboard a new group fast with a spreadsheet import instead of one-by-one entry.
- Keep roles and seats organized as the group grows.
Two things worth setting up
Turn on helpful emails
In your profile, switch on meeting reminders and group announcements so you are never caught off guard. Everything is opt-in and you can change it anytime.
Install it on your phone
Add GroupConnectPro to your home screen so it opens like a regular app, one tap, full screen, no need to type the web address. There is nothing to download from an app store, and it updates itself automatically.
iPhone or iPad
Use Safari. This will not work from Chrome on an iPhone.
- Open GroupConnectPro in Safari.
- Tap the Share button (the square with an arrow pointing up).
- Scroll down and tap Add to Home Screen.
- Tap Add in the top-right corner.
Android
Use Chrome for the smoothest experience.
- Open GroupConnectPro in Chrome.
- Tap Install app if a prompt appears, otherwise tap the menu (three dots, top right).
- Tap Install app or Add to Home screen.
- Tap Install to confirm.
On iPhone, if you do not see “Add to Home Screen,” double-check you are in Safari and not another browser.
Ready to run your group this way?
Start free for 90 days. No credit card needed to try every feature above.