Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

IQubz is a certified partner of Microsoft specializing in consulting services for Microsoft Dynamics CRM, focusing on integration, personalization, reporting, and analytics. They provide solutions that integrate Dynamics CRM with essential systems like ERP and eCommerce platforms, ensuring seamless connectivity for business operations. Their expertise extends to advanced data import and export processes (ETL) utilizing SQL Server Integration Services (SSIS). Additionally, they create context-sensitive reports using SQL Server Reporting Services (SSRS) to deliver tailored insights. The firm also offers customization services, developing CRM forms, workflows, and entity schema designs to meet specific client needs. Utilizing .Net technology, IQubz designs and develops custom applications, along with advanced import/export routines via Dynamics CRM web services. They also specialize in creating personalized reports and custom applications for Dynamics CRM, enabling businesses to analyze their data effectively. Moreover, they develop custom cubes that facilitate the analysis of Dynamics CRM and application data, as well as dynamic dashboards that present key information in a user-friendly browser format. In essence, IQubz empowers businesses to leverage Dynamics CRM to its fullest potential through various tailored solutions.

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

No details available.

Integrations

No details available.

Pricing Details

$59 per month
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

IQubz

Founded

2007

Country

United States

Website

www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/

Vendor Details

Company Name

Professional Advantage

Country

Australia

Website

www.upbeatmembership.com

Product Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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

Alternatives

Alternatives

RAMCO AMS Reviews

RAMCO AMS

RAMCO
Pentaho Reviews

Pentaho

Hitachi Vantara
Membee Reviews

Membee

IRM Systems
MyClubSubs Reviews

MyClubSubs

Zieasoft
Atlas Reviews

Atlas

insightsoftware
Idea Connector Reviews

Idea Connector

Sysmedac Technologies