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Average Ratings 19 Ratings

Total
ease
features
design
support

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

Built exclusively for labor unions, eMembership is the most powerful and flexible membership and dues system available. You can easily manage all members, employer, and contract information in an easy-to-use web-based application. You can also handle all activities related to member dues processing as well as employer payment with a few clicks of a button. It is also a straightforward, intuitive process to manage grievances, handle union organizing efforts, and manage placement of members. eMembership Modules include: - Member Management - Employers and Contracts - Member Dues Processing - Employer Payments - Grievances - Organizing - Mobile Access for Members and Job Stewards - Dispatch - Member Self Service Portal - Communication (email or text) - Dashboard

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Constant Contact No 
Higher Logic Thrive No 
Mailchimp No 
Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Accountants No 
Salesforce No 
Zoho Billing No 

Integrations

Constant Contact Yes 
Higher Logic Thrive Yes 
Mailchimp Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Accountants Yes 
Salesforce Yes 
Zoho Billing Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Professional Advantage

Country

Australia

Website

www.upbeatmembership.com

Vendor Details

Company Name

Winmill Software

Founded

1994

Country

United States

Website

emembership.winmill.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 Yes 
Committee Management Yes 
Dues Management Yes 
Election Management Yes 
Email Marketing Yes 
Event Management Yes 
Financial Management Yes 
Fundraising Management Yes 
Jobs Board Yes 
Member Communities Yes 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

Membership Management

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

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