MICROSOFT BASED SOLUTIONS
Helping membership organisations achieve more
Your membership managed in one integrated Microsoft based solution
Upbeat Membership meets the system needs of forward thinking membership-based organisations who seek to deliver an enhanced member experience with increased efficiency. A modern membership system meets this “do more with less” challenge by automating tasks, streamlining processes, and providing data-based insights that can drive action.
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.
"MVRC were using an outdated proprietary CRM and membership management system that did not integrate beyond membership and race day dining. We needed a solution which would integrate seamlessly with our other business areas as well as third party systems such as our webstore and turnstile systems to improve our customer responsiveness and day-to-day operations."
Bruce Clarke, Chief Financial Officer, Moonee Valley Racing Club
Why people choose Upbeat
Events & conferences
Marketing & pipeline management
Education & professional development