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Description

Communicate. Collaborate. Coordinate. Increase your reach! The Membership Toolkit makes it easy to run your nonprofit like a well-oiled machine. Our tools make it easy to engage with all areas of your organization, from the executive board to members, volunteers to future members and supporters. Membership Toolkit is an all-in-one software suite that helps volunteers maximize their efforts and reduces the amount of work they have to do. Streamline tasks. Sell anything. Engage your community. Showcase your passions. Facilitate the lives of everyone. We are so passionate about customer service that every plan includes it. Our staff is like an extension of your board. They have a lot of experience. They are all volunteers for their organizations and work with community leaders across America every day. Our specialists can be a great resource for you to succeed.

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

SignUpGenius

Integrations

SignUpGenius

Pricing Details

$100 per year
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

Membership Toolkit

Founded

2010

Country

United States

Website

membershiptoolkit.com

Vendor Details

Company Name

Professional Advantage

Country

Australia

Website

www.upbeatmembership.com

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer 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

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

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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