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Description
Memlist is a cloud-based membership management platform tailored for CRM systems, aimed at simplifying administrative processes for a variety of entities, including companies, associations, business networks, unions, housing cooperatives, and non-profit organizations. By eliminating the need for manual spreadsheets, the platform offers a centralized location where administrators can easily manage member profiles, contracts, and communication logs while adhering to GDPR standards.
In addition to tracking members, Memlist enhances financial oversight by facilitating the collection of membership fees through widely used Swedish payment options, including Swish, direct debit, card transactions, and e-invoices. Its seamless integration with accounting programs like Fortnox and Spiris allows for automatic reconciliation of incoming payments, which significantly decreases the burden of financial management. Furthermore, the platform incorporates event management capabilities, enabling organizations to sell electronic tickets, handle registrations, and check in participants using QR codes, thus streamlining the entire event process. This comprehensive approach ensures that organizations can focus more on their core missions while efficiently managing their memberships and events.
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
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Integrations
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Integrations
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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
Memlist AB
Founded
2014
Country
Sweden
Website
memlist.net
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