Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The software you utilize, including your CRM and its integrations, must possess the adaptability to fit your team's unique operational style. Additionally, it should be robust and dependable to ensure consistent performance today while also paving the way for innovative advancements tomorrow.
For more than twenty years, Cobalt has been dedicated to creating and enhancing tools tailored to seamlessly integrate with Microsoft Dynamics 365. Their offerings, which include membership management, certification, events, eCommerce, migration solutions, and more, are actively utilized by a diverse array of membership organizations, certification entities, small and medium enterprises, alongside numerous partners and users of Dynamics 365. Cobalt's commitment to innovation and user satisfaction continues to drive their development efforts.
Description
Union Fusion oversees various local dues, manages apprenticeship information for JATCs, handles remittances, benefits administration, and a host of additional services. The platform facilitates dues collection, offers a member portal, supports scheduled payments, manages dues checkoff, and organizes events while maintaining a robust contact management system. In terms of apprenticeship oversight, it handles everything from upgrades and on-the-job training (OJT) to certifications, class administration, grading, and tracking attendance. Furthermore, it manages remittances, benefits disbursements, pensions, health benefits, disability payments, annuities, and 401k accounts seamlessly. Our integrated payment solution allows users to process dues in a single action, ensuring a swift and efficient experience. Members can conveniently pay their dues online or arrange for monthly payments, enhancing accessibility and flexibility. Additionally, we provide integrated communication tools that utilize Amazon Simple Email and Twilio for text messaging and automated calls, ensuring that all stakeholders stay informed and connected.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Microsoft Dynamics 365
Yes
Momentive Software
Yes
Integrations
Amazon Web Services (AWS)
Yes
Microsoft Dynamics 365
No
Momentive Software
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Momentive Software
Country
United States
Website
www.cobalt.net
Vendor Details
Company Name
Union Fusion
Country
United States
Website
www.unionfusion.com
Product Features
Association Management
Chapter Management
Yes
Committee Management
Yes
Dues Management
Yes
Election Management
Yes
Email Marketing
Yes
Event Management
Yes
Financial Management
Yes
Fundraising Management
Yes
Jobs Board
No
Member Communities
Yes
Member Directory
Yes
Member Portal
Yes
Membership Management
Yes
Website Management
Yes
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Membership Management
Application Management
Yes
Automatic Renewals
Yes
Committee Management
Yes
Dues Management
Yes
Email Marketing
No
Event Management
Yes
Member Directory
Yes
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
No
Payment Processing
Yes
Website Management
Yes
Product Features
Association Management
Chapter Management
No
Committee Management
No
Dues Management
No
Election Management
No
Email Marketing
No
Event Management
No
Financial Management
No
Fundraising Management
No
Jobs Board
No
Member Communities
No
Member Directory
No
Member Portal
No
Membership Management
No
Website Management
No
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
No
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
No
Search / Filter
No
Segmentation
No
Shared Contacts
No
Social Media Integration
No
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
No
Email Marketing
No
Event Management
No
Member Directory
No
Member Portal
No
Member Types
No
Membership Database
No
Nonprofit Membership
No
Payment Processing
No
Website Management
No