Upbeat simplifies the work of running your association so you can focus on your members

Upbeat membership management software is designed for the way associations work today. It brings together the technology you need to run your association, from membership renewals, events, and CPD tracking to member communications and reporting - into one platform. Built on Microsoft Dynamics 365 and seamlessly integrated with tools like Microsoft Office, Azure, and the Power Platform, Upbeat equips your organisation with powerful technology you can trust — all within the Microsoft environment your team already knows.

By automating mundane tasks and simplifying complex processes, Upbeat helps you stay focused on what matters most: your members, your mission, and your impact.

Trusted by your peers in the industry

We are proud to partner with these membership associations to help them achieve more for their members with Microsoft technology.

“Upbeat Membership is far superior to anything we had before. It is so easy to use, and the flexibility of creating and modifying views has meant that our information is stored and accessed in a way users want.”

Roger Grove, Finance & Technology Consultant, Property Council New Zealand

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How Upbeat helps membership associations

Membership

Automate every stage of the member lifecycle with fewer manual tasks and faster processing. Improve member experience for better retention.

Education & Professional Development

Track CPD activities, submission and compliance with built-in workflows. Facilitate member reporting and improve transparency.

Events & Conferences

Plan and manage events activities and attendance in one integrated platform. Save time, centralise data and link attendance to CPD.

Marketing

Intelligently segment, target and track member email engagement. Deliver relevant messages and increase member engagement.

Analytics

Gain deeper insights with a unified view of data from across the same platform. Empower every team member with role based visualisations.

Member Portal

Provide members with self-service access to registrations, purchases and personal details. Delight members with an easy to use selfservice portal.

Financial Management

Centralise finance. Transact in Upbeat integrated to your accounting system. Avoid re-entry and reconciliation issues with your accounting system.

Relationship Management

Track all communication with members, sponsors and partners. Track every touchpoint, deliverable, and relationship history in one place.

Advocacy

Log advocacy and grant interactions - phone calls, meetings and documents. Capture member sentiment and deliver real difference for your members.

What sets Upbeat apart?

Beyond meeting associations' essential needs, such as membership management, event coordination, marketing, and CPD tracking, Upbeat stands out for its robust foundation.

Built on Microsoft Dynamics 365, Upbeat gives your organisation a future-ready platform within one of the world’s most trusted technology ecosystems. That means access to a cohesive suite of tools — Outlook, Office Suite, SharePoint, Power BI, Dynamics ERP applications, Power Platform and Microsoft Azure that work together seamlessly without the need for costly customisation or data wrangling. When your association is ready to explore AI initiatives, you can leverage Microsoft Copilot and Azure Open AI Services offered by Microsoft.

With one integrated platform, one vendor, and one source of truth, Upbeat simplifies your operations and supports your long-term success so your team can focus less on tech and more on delivering value to your members.

Your Upbeat deep dive continues here

Learn how Upbeat simplifies the everyday work of running an association. From renewals to events, communications to compliance — explore how everything connects in one powerful, intuitive platform.

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“The best thing has been the integration between our teams. we were introduced early on to our whole team at PA, and they have been present throughout. From our sales representative to consultants to our client management team, we know we are genuinely being looked after. This adds another dimension to the partnership.”

Roger Grove, Finance & Technology Consultant, Property Council New Zealand

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