Upbeat: Membership Management for Associations
Unify member data, manage events and courses, CPD, marketing, financial management, and data insights in one secure Microsoft-based platform.
Upbeat is a Microsoft-powered membership platform purpose-built for associations, offering rapid deployment, backed by deep industry expertise.
Trusted by leading associations
We are proud to partner with these membership associations to help them achieve more for their members with Microsoft technology.
“Within Member Management, the most significant change is in the Renewal Invoicing process. A process that used to take days is now complete within half a day, and we are working towards further reducing that time by 50%.”
Roger Grove, Finance & Technology Consultant, Property Council New Zealand.
Everything you need to manage your association, powered by one integrated platform
Membership
Manage the entire member life cycle with ease, from application and onboarding, to renewals and ongoing membership management.
Events & Conferences
Streamline event and conference planning with event templates. Easily manage member and non-member pricing, capacity, waitlists, ticketing, and seating.
Education & CPD
Provide comprehensive education offerings ranging from a single subject micro-credentials through to full courses (certifications and credentials), with CPD tracking.
Relationship Management
One system that includes comprehensive functionality across all business streams allows for superior Relationship Management.
Marketing Campaigns
Intelligently segment, target, and track your members and non-members to increase onboarding and engagement.
Financial Management
From membership, events, conferences, through to course revenue and expense, provide full profit and loss and balance sheet reporting. Paying suppliers, through to all financial reconciliations.
Member Portal and CMS
Provide your members with the real-time ability to self-service with registrations, purchases, content, accessing and updating their associated information.
Committees and Special Interest Groups
Bring members together around shared interests through webinars, targeted networking, discussions, collaborative learning, and knowledge‑sharing.
Analytics
Gain deeper insights with a unified view of member interaction and engagement and measure the effectiveness of your campaigns to attract and engage members.
Microsoft Copilot (AI)
Get a quick summary of your sponsorship opportunities and new member lead records, catch up on recent changes to their records, prepare for meetings, streamline customer service responses, and read the latest updates regarding your members.
Connects with the Microsoft tools you already trust
Maximise your investment by leveraging Upbeat's integration with the applications below. Contact us to learn how we can assist.
Integrates to systems you already use
We're a Microsoft Cloud Solutions Partner!
Professional Advantage has earned a Microsoft Cloud Solutions Partner designation for proficiency across five designations: Modern Work, Business Applications, Data & AI Azure, Infrastructure Azure, and Digital & App Innovation Azure.
Ready to start your own journey?
Every great partnership begins with a simple conversation. Let’s talk about how we can help you reach your next chapter.
Complete the form below, or contact us on 1800 126 499 to speak to one of our experts today.
Come meet our team!
We actively participate in key conferences and forums across Australia and New Zealand throughout the year.
Our next stop is the Associations Forum National Conference 2026. If you are attending, why not stop by our booth and say hi, we'd love to meet you.
Here are some recent events we attended