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Review pricing and buyer questions →Union management software
Union management software for connected union work.
UnionStack is union management software that connects member records, organizational structures, cases, email, meetings, websites and authenticated member portals. It gives union staff a shared system for managing relationships, communications and operational workflows.
Category definition
What is union management software?
Union management software is a purpose-built system for maintaining the people, organizational relationships, representation work, communication and operational records a union relies on.
Unlike a generic contact database, a union management system should preserve why records are related: which position connects a member to a workplace, which people and representatives participate in a grievance, which email belongs to that case, and which information can be published to the public or shown only to an authenticated member.
UnionStack focuses on that connected operating context. Configurable types, fields, roles, stages and relationships let a union reflect its own terminology while retaining a shared record of the work.
CRM vs AMS vs UMS
CRM vs AMS vs union management software.
The categories overlap, but their default operating assumptions are different. Evaluate the workflows and evidence behind the label.
| System category | Typical centre of gravity | Questions for a union buyer |
|---|---|---|
| CRM | Contacts, organizations, outreach, opportunities and general relationship history. | Can it represent positions, bargaining structures, grievance participants, union-specific stages and protected member relationships without extensive custom development? |
| AMS | Membership lifecycle, renewals, events, committees, payments and association administration. | Can it model representation work, employers and workplaces, case evidence, connected operational email and the union's organizational hierarchy? |
| UMS | Members and positions, union structure, grievances and other cases, communications, meetings, reporting and member experiences. | Does the product demonstrate these workflows as connected records, or merely provide a feature checklist assembled from separate modules? |
What connected means
One member concern can touch six different records. UnionStack keeps the thread intact.
A request may begin with a person, become a grievance, continue by email, require a meeting and finish with an outcome. In UnionStack, those records can stay related instead of being reconstructed from inboxes, spreadsheets and shared drives.
That connection gives representatives working context, administrators more consistent records and leaders a clearer view of activity—without forcing every union to use identical terminology or stages.
People & positions
Understand the person and the context around them.
Keep contact details, locations, notes, documents, tags, configurable fields, positions, dues information and connected activity within reach.
Workflow evidence: begin from the person record, confirm the active position and location, then open related cases, meetings or notes without searching for the member in a second system.
- Flexible people types, statuses and custom fields
- Positions, terms, steps, pay rates and dues
- Connected cases, meetings, leaders, email and notes
Alex MorganMember · Active position
→Sam LeeSteward · Local 247
→Jordan PatelMember · 2 connected cases
→Organizational structure
Model the union you actually have.
Create entity types and relationships that reflect locals, regions, employers, bargaining units, workplaces, committees or any structure your organization needs.
Workflow evidence: connect a workplace to its bargaining unit and local, record leaders and terms, then reuse that structure when assigning positions, publishing a site or relating a case.
- Hierarchical and connected entity relationships
- Leaders, terms, positions, agreements and announcements
- Configurable fields, documents, notes, tags and sites
Provincial Council12 connected locals
12Local 2474 bargaining units · 3 leaders
→North Facility186 positions
→Case management
Configure a clear path from intake to outcome.
Use distinct case types for grievances, inquiries, incidents or other work. Track the requestor, participants, roles, progress, related entities, parent and child cases, documents, notes, meetings, email and outcomes.
Workflow evidence: create the appropriate case type, identify the requestor and participant roles, assign responsibility, move through configured progress stages and record the result with its supporting documents and communication.
- Configurable categories, channels, sources, impact and urgency
- Participant roles for people and users
- Progress stages, subtypes, awards and outcomes
- Tags, documents, articles, email and related meetings
Request receivedCompleted · Aug 8
✓Document reviewAssigned to Morgan
•••ResolutionNot started
03Email integration
Keep the conversation with the work it belongs to.
Connect email accounts and relate messages, conversations and documents to cases, people and organizational entities.
Workflow evidence: connect a supported provider, bring the relevant conversation into UnionStack, relate it to the case and keep its senders, recipients and attachments available to authorized team members.
- OAuth connections for Microsoft and Gmail
- IMAP and SMTP account support
- Connected conversations, senders, recipients and attachments
- Signatures, priorities, importance and outbound email
Re: document requestAlex Morgan · 10:42 AM
2Meeting confirmationSam Lee · Yesterday
1Meetings & calendars
Connect the meeting, the participants and the decisions.
Organize meetings by type, location and participants. Attach documents, apply tags and connect meetings to people, entities and cases.
Workflow evidence: schedule case preparation or an executive meeting, add person and user participants, attach the working documents and relate the event to the records that explain why it exists.
- Meeting types, settings, documents and locations
- Person and user participants
- Relationships to cases and organizational entities
- Calendar views for upcoming work
Case preparationAug 21 · 9:30 AM
4Local executiveAug 24 · 1:00 PM
8Reporting & communications
Turn connected records into useful action.
Report across dues, leaders and positions. Keep Mailchimp audiences connected to the people and entity relationships your team maintains.
Workflow evidence: use maintained position and leader records for operational reporting, review case workload from dashboards, or use the documented API when a custom reporting or integration workflow is required.
- Dues, leader and position reporting
- Native Mailchimp audience relationships
- Dashboards for case workload and upcoming events
- Tenant-aware API platform for custom workflows
Active positionsAcross 12 locals
2,408Leadership termsRenewing this quarter
17A connected union workflow
From first contact to an accountable outcome.
The exact stages are configurable, but the underlying operating pattern remains clear.
- 01
Identify
Find or create the person and confirm their position, workplace and union context.
- 02
Classify
Choose the right case type, intake channel, source, impact and urgency.
- 03
Assign
Add participants with clear roles and give responsibility to the right users.
- 04
Progress
Move through configured stages while adding notes, documents and articles.
- 05
Coordinate
Relate email, meetings, entities and connected cases as the work develops.
- 06
Resolve
Record outcomes or awards and retain the context behind the decision.
Attributable product evidence
Inspect the workflow, screenshot, demonstration and validation guide.
Prepared by the UnionStack Support Team for UnionStack 2.0. Screenshots and demonstrations use a populated test environment with fake data; they are product evidence, not customer endorsements.
Evidence method: each maintained guide identifies the Support Team as author, UnionStack 2.0 applicability, an updated date, a screenshot caption, troubleshooting and a validation checklist. A named customer structure case study is not yet published; the organizational-structure guide and video use fictional records and will not be presented as customer proof.
Capability and evidence
Questions to ask when comparing union management software.
| Capability | What UnionStack lets a buyer verify | Evidence destination |
|---|---|---|
| Members and structure | People, positions, terms, locals, employers, workplaces, bargaining units and connected activity. | Member workflow · Structure demonstration |
| Cases and grievances | Distinct case types, requestor, participant roles, assignment, configured progress, documents, communication and outcome. | Documented grievance workflow · Buyer analysis |
| Email evidence | Supported Microsoft, Gmail or IMAP/SMTP connections and conversations related to people, entities and cases. | Outlook and Gmail workflow · Record-linking guide |
| Sites and member portals | Public entity publishing kept separate from registration, authentication and protected member navigation. | Sites and portals article · Authentication walkthrough |
| Migration | Source inventory, field and relationship mapping, representative rehearsal, reconciliation, cutover and rollback ownership. | Field-mapping checklist · Migration procedure |
| Evaluation method | Disclosed criteria, weights, identical vendor demonstrations, evidence scoring and commercial responsibility. | Evaluation scorecard · Independent-style framework |
| Canadian hosting and security | Canadian data residency, Azure Canada Central hosting and application-managed tenant-keyed AES-GCM object encryption. | Residency architecture · Trust and security |
| API and integrations | OAuth 2.0 with PKCE, tenant and permission context, grouped OpenAPI operations and a versioned request/response example. | Versioned API workflow · Public API reference |
Pricing, trial and implementation
Commercial facts and implementation guidance.
30-day trial
Use fake or approved test data to configure a representative structure, grievance, mailbox, report and member experience before deciding.
Launch the trial →Migration
UnionStack provides a migration framework, mapping checklist and onboarding guides. Scope, cleanup, transformation, validation and cutover responsibilities must be agreed for each implementation.
Plan the migration →API implementation
The public API documents available resources. A production integration still requires authorization design, implementation, monitoring, error recovery and an accountable owner.
Review API examples →Who UnionStack is built for
Different union teams can work from the same connected record.
Representatives
See member context, assigned cases, conversations, documents and meetings without rebuilding a timeline.
Administrators
Configure types, fields, roles and organizational records around the way the union operates.
Leaders
Review workload, positions, dues and leadership information from maintained operational records.
Technology teams
Assess tenant-aware APIs, OAuth access and integration options through public developer documentation.
Honest product boundaries
Confirm the operating boundary before you buy.
UnionStack is designed to connect union operational records. It should not be evaluated as if every adjacent system or professional responsibility were included by default.
- Position, pay-rate and dues information does not by itself make UnionStack a payroll, accounting or dues-payment processor. Confirm required finance integrations and ownership.
- Configurable grievance and case records support a procedure; they do not replace collective-agreement interpretation, legal judgment or the union's retention decisions.
- Connected operational email is distinct from bulk campaign delivery. Campaign consent, segmentation, unsubscribe and analytics requirements may remain in a service such as Mailchimp.
- Public sites and authenticated member experiences cover documented UnionStack Sites capabilities; confirm requirements such as commerce, custom CMS extensions or identity policy during evaluation.
- The API enables authorized extension, but custom integrations require implementation, monitoring, credential management and recovery work.
- Screenshots and demonstrations use fake data. Customer outcomes will be published only when a customer approves a named, attributable case study.
Designed to fit
Configuration without losing connection.
Your union’s terminology and workflow should not be forced into a generic template. UnionStack’s types, fields, roles and relationships let teams adapt the system while keeping shared context intact.
Learn how to model your structure →Explore the platform by buying need
One substantial destination for each major decision.
Use these focused hubs when your evaluation team needs deeper workflow evidence than a general feature overview.
Membership management
Evaluate people, positions, terms, contact information, structure, dues context and connected member activity.
Explore membership software →Grievance tracking
Follow configurable cases from intake through participant roles, assignments, evidence, communication and outcome.
Explore grievance tracking →Email management
Connect supported accounts and keep relevant conversations with people, entities and cases.
Explore union email →Sites and member portals
Compare public entity sites with distinct authenticated experiences for members.
Explore portals and sites →API and integrations
Review authorization, tenant context, resource coverage and practical integration workflows.
Explore the developer platform →Canadian requirements
Assess Canadian residency and hosting facts as part of a complete procurement review.
Review Canadian fit →From the UnionStack blog
Continue with evidence-led analysis
The definitive guide to union management software
Understand what union management software should model, which workflows to test and how to evaluate implementation, governance and long-term fit.
Read the article →Union management software buyer’s guide and evaluation scorecard
Build a defensible union software shortlist with disclosed criteria, weighted requirements and repeatable product demonstrations.
Read the article →Related implementation guides
Evaluate the connected platform through real procedures
Use these maintained UnionStack 2.0 guides to evaluate the workflow in detail.
Foundation
Get started with UnionStack
Orient your team, confirm terminology and prepare a safe first configuration.
Support Team · UnionStack 2.08 min read → ConfigurationConfigure types and custom fields
Use types and fields to reflect union terminology without creating avoidable complexity.
Support Team · UnionStack 2.011 min read → PeopleManage people and positions
Create dependable member records and connect positions, terms, pay and dues.
Support Team · UnionStack 2.09 min read → CasesCreate and progress a case
Move from intake through participants, progress, evidence and outcome.
Support Team · UnionStack 2.012 min read → MeetingsCreate and manage a meeting
Organize purpose, time, location and connected union records in one meeting record.
Support Team · UnionStack 2.09 min read → ReportingUse dashboards and reports responsibly
Turn connected records into operational insight while checking definitions and data quality.
Support Team · UnionStack 2.010 min read →Built for connected work
Ready for union management software that works as one system?
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