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Average Ratings 0 Ratings
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
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
No
Automatic Renewals
No
Committee Management
No
Dues Management
No
Email Marketing
No
Event Management
No
Member Directory
No
Member Portal
No
Member Types
No
Membership Database
No
Nonprofit Membership
No
Payment Processing
No
Website Management
No
Product Features
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
No
Dues Management
No
Email Marketing
No
Event Management
No
Member Directory
No
Member Portal
No
Member Types
No
Membership Database
No
Nonprofit Membership
No
Payment Processing
No
Website Management
No