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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

WeRise is a modern software solution that enables unions to efficiently administer all aspects of their memberships and provides a platform for organizers to rally union members. WeRise is built from the ground up on the Microsoft Power Platform. Key Features Membership Management - Ease of gathering and maintaining membership information Employer Management - Peace of mind of consistent administration and CBA compliance by capturing key employer data and mapping the relationships between employers and members Billing - Ensure accurate and timely dues billing, tracking and discrepancy identification Checkoff Processing - Administer exception-based comparisons to employer deductions and process member dues payments accurately with an audit trail Information Update - Update a variety of member information types en masse or through an accept/reject decision making interface Engagement - Segment, map relationships and engage with members via email and SMS communication, plus many more tools for organizers Experience the ease of a single membership database with WeRise.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Access No 
Microsoft Excel No 
Microsoft Word No 
NationBuilder No 

Integrations

Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Word Yes 
NationBuilder Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149/user/mo.
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Professional Advantage

Country

Australia

Website

www.upbeatmembership.com

Vendor Details

Company Name

Bursting Silver

Country

Canada

Website

www.werise-unions.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

Association Management

Chapter Management No 
Committee Management No 
Dues Management Yes 
Election Management No 
Email Marketing Yes 
Event Management Yes 
Financial Management Yes 
Fundraising Management No 
Jobs Board No 
Member Communities No 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

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