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Average Ratings 0 Ratings
Description
MemberSmart is an association and membership management software platform built on Salesforce, tailored to assist professional associations, nonprofits, and membership organizations in centralizing, automating, and enhancing their member operations through a singular system. By integrating member data, engagement metrics, financial transactions, events, communications, and self-service tools within Salesforce, it provides a seamless membership experience that eliminates data silos and reduces the need for manual tasks. The platform enables organizations to streamline essential workflows, including membership onboarding, renewals, payments, and customized reminders, while offering a comprehensive view of each member’s interactions and contributions to aid strategic decision-making and boost retention rates. Additionally, it facilitates event management for various formats—whether in-person, virtual, or hybrid—supports online shopping and donation processing, features extensive job boards and professional directories, and encourages community engagement through group forums and targeted messaging. With these robust tools, MemberSmart empowers organizations to foster deeper connections and enhance member satisfaction.
Description
Upbeat Membership is designed to cater to the needs of innovative organizations focused on enhancing member experiences while boosting operational efficiency. This contemporary membership system effectively addresses the challenge of achieving more with fewer resources by automating various tasks, streamlining workflows, and offering actionable insights based on data analysis. By utilizing the advanced technology of Microsoft Dynamics 365 CRM, Upbeat enhances the functionality of essential operations within membership organizations. With Upbeat, these organizations can seamlessly implement Dynamics CRM without the hassle of extensive customizations. Since it is built directly within the Dynamics 365 CRM framework, Upbeat benefits from a strong integration with Office 365 and the comprehensive suite of financial applications offered by Dynamics. Effortlessly manage the entire member life cycle, from initial application and onboarding to ongoing membership activities. Automation of routine processes, such as renewals, payments, and account cancellations, significantly decreases the burden of labor-intensive manual tasks, allowing organizations to focus on growth and member engagement. Ultimately, Upbeat Membership empowers organizations to thrive in a competitive landscape by optimizing their operational capabilities.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AC MemberSmart
Founded
2008
Country
United Kingdom
Website
membersmart.ai/membersmart/
Vendor Details
Company Name
Professional Advantage
Country
Australia
Website
www.upbeatmembership.com
Product Features
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management
Product Features
Membership Management
Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management