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UpBeat

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About

MemberSmart is a Salesforce-native association and membership management software platform designed to help professional associations, nonprofits, and membership organizations centralize, automate, and grow their member operations from a single system. It delivers a unified membership experience by consolidating member data, engagement metrics, financial transactions, events, communications, and self-service tools inside Salesforce, eliminating data silos and manual processes. Organizations can automate key workflows such as membership onboarding, renewals, payments, and personalized reminders, and gain a 360° view of every member’s activity and value to inform decisions and improve retention. It supports event management for in-person, virtual, or hybrid events, online stores and donation processing, robust job boards and professional directories, group forums, and targeted messaging that foster community engagement.

About

Upbeat Membership meets the system needs of forward-thinking membership-based organizations who seek to deliver an enhanced member experience with increased efficiency. A modern membership system meets this “do more with less” challenge by automating tasks, streamlining processes, and providing data-based insights that can drive action. Upbeat uniquely harnesses the leading technology of Microsoft Dynamics 365 CRM to streamline the performance of all major functions of a membership organization. With Upbeat, membership organizations can immediately use Dynamics CRM without the need for customizations. Being developed within Dynamics 365 CRM, Upbeat tightly integrates with Office 365 and the Dynamics suite of financial applications. Manage the entire Member life-cycle with ease from application and onboarding through to ongoing membership processes. Many regular processes such as renewals, payments, and deregistration, are automated to reduce time-consuming manual tasks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Associations, nonprofits and membership organizations wanting a tool to manage, engage and grow their member base efficiently

Audience

Organizations seeking a membership management solution to manage their members

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AC MemberSmart
Founded: 2008
United Kingdom
membersmart.ai/membersmart/

Company Information

Professional Advantage
Australia
www.upbeatmembership.com

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MemberClicks

MemberClicks

Personify
MyClubSubs

MyClubSubs

Zieasoft
MembershipWorks

MembershipWorks

SourceFound

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
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