UpBeat

UpBeat

UpBeat empowers membership organizations to enhance member experiences and operational efficiency through Microsoft Dynamics 365. By automating routine tasks, managing event logistics, and providing targeted insights, it simplifies the entire member lifecycle—from onboarding to renewals. This streamlined system integrates seamlessly with Office 365, ensuring a unified approach to relationship management and fundraising efforts.

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Top UpBeat Features

  • Automated renewal processes
  • Integrated with Office 365
  • Real-time member self-service
  • Comprehensive event management tools
  • Detailed membership life-cycle management
  • Customizable event templates
  • Advanced member segmentation capabilities
  • Unified member interaction insights
  • Direct invoicing within CRM
  • Multi-tiered pricing management
  • Personalized campaign tracking
  • Easy onboarding processes
  • Fundraising integration tools
  • Data-driven decision-making insights
  • Streamlined operational efficiency
  • Seamless Dynamics 365 integration
  • User-friendly interface
  • Mobile-friendly access
  • Comprehensive education management
  • Tailored support for associations