UpBeatProfessional Advantage
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Associations, nonprofits and membership organizations wanting a tool to manage, engage and grow their member base efficiently
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Audience
Organizations seeking a membership management solution to manage their members
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAC MemberSmart
Founded: 2008
United Kingdom
membersmart.ai/membersmart/
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Company InformationProfessional Advantage
Australia
www.upbeatmembership.com
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Categories |
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Integrations
Salesforce
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