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Average Ratings 0 Ratings

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ease
features
design
support

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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

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Momentive Software

Integrations

Microsoft Dynamics 365
Momentive Software

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

Momentive Software

Country

United States

Website

www.cobalt.net

Vendor Details

Company Name

Professional Advantage

Country

Australia

Website

www.upbeatmembership.com

Product Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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