Audience

Companies that need a better CRM and value-add to Microsoft Dynamics 365

About Cobalt

Your CRM and the software that integrates with it need to be flexible enough to mold to the way your team works. They also need to be powerful and reliable enough to provide trusted stability now and industry-leading improvements in the near future.

For over two decades, Cobalt has been developing and refining tools built specifically to integrate with Microsoft Dynamics 365. Cobalt’s membership, certification, events, eCommerce, migration, and other products are all hard at work for a wide range of membership and certification organizations, small and medium-sized businesses, and many other Dynamics 365 partners and users.

Integrations

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Company Information

Cobalt
Founded: 1996
United States
www.cobalt.net

Videos and Screen Captures

Cobalt Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Support
Phone Support
Online

Cobalt Frequently Asked Questions

Q: What kinds of users and organization types does Cobalt work with?
Q: What languages does Cobalt support in their product?
Q: What kind of support options does Cobalt offer?
Q: What other applications or services does Cobalt integrate with?
Q: What type of training does Cobalt provide?

Cobalt Product Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
Jobs Board

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Payment Processing
Website Management
Email Marketing
Nonprofit Membership