Helping membership organisations achieve more.

Upbeat Membership meets the system needs of forward thinking membership-based organisations who are seeking to deliver an enhanced member experience with increased efficiency. A modern membership system helps you meet this “do more with less” challenge by automating tasks, streamlining processes, and providing data-based insights that can drive action.

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Upbeat provides you with out-of-the-box functionality for automating all member processes within and across your entire organisation.

Your membership managed in one integrated Microsoft based solution.

Upbeat uniquely harnesses the leading technology of Microsoft Dynamics 365 CRM to streamline the performance of all major functions of a membership organisation. With Upbeat, membership organisations can immediately use Dynamics CRM without the need for customisations. Being developed within Dynamics 365 CRM, Upbeat tightly integrates with Office 365 and the Dynamics suite of financial applications.

Upbeat functions at a glance

Membership

Manage the entire Member life-cycle with ease from application and onboarding through to ongoing membership processes. Read more.

Events & Conferences

Streamline planning for Events and Conferences with event templates, plus manage pricing, capacity, waitlists, ticketing and seating. Read more.

Education & Professional Development

Provide comprehensive education offerings ranging from a single subject to full courses. Read more.

Relationship Management

One system that includes comprehensive functionality across all business streams allows for superior Relationship Management. Read more.

Marketing & Pipeline Management

Intelligently segment, target and track your database as they progress through the sales cycle. Read more.

Fundraising

Manage and track interactions and personalised campaigns with donors and supporters including full integration with your fundraising pages and tools. Read more.

Financial Management

Create invoices and take payment directly within your CRM with Upbeat, complete with date-based pricing and multiple price lists. Read more.

Self-Service

Provide your members with the real-time ability to self-service with registrations, purchases, accessing, and updating their associated information. Read more.

Insights

Gain deeper insights with a unified view of member interaction and engagement and measure the effectiveness of events and campaigns. Read more

Considering Upbeat for your membership organisation?

Some Organisations Who Trust Upbeat

Looking for more Upbeat resources?

Check out our brochures, whitepapers, and case studies here.

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