Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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