Association Management Software (AMS) built on the Microsoft Dynamics CRM platform with built in member portal and back office integration capabilities.
Association Management Made Easy
Create experiences your members value
Technology that helps you understand and deliver what your members and constituents really want
Choice deployment options: Hosted Cloud Service or On-Premise
Access your AMS/CRM system securely anywhere and anytime
Functionality to meet your needs
Track all data and relationships for both individual and corporate members including: key metrics, non-financial statistics, member activity, event attendance, subscriptions, sponsorships, referrals, due renewals, and marketing responses.
User defined fields and relationships within Microsoft Dynamics CRM provide robust capability for storing and reporting data. Sync to Microsoft Outlook and Excel for single source data management.
Automate dues billings to occur on definable recurring schedules and include parent/corporate bill to and proper deferred revenue and recognition.
Track committee participation by individuals. Also track history by committee and/or position.
Track political or foundation contributions including past participation. Link contributions and members to specific events for greater visibility.
Certifications, Awards, and Achievements
Define and assign fields and/or relationships within CRM to track the awards and certifications at any record level.
Credit Card Processing
Integrate with card authorization services and relate payments at the contact, order and group levels. Utilize built-in card authorization services and process credit card transactions directly from CRM or from the web.
Including billing, accounts receivable, web integration, alerts, workflow, marketing, and reporting.
Does your organization need association management software?