Helping Membership Organisations Achieve More

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.

Manage the entire Member life-cycle with ease from application and onboarding through to ongoing membership processes. Many regular processes such as renewals, payments, and deregistration, are automated to reduce time consuming manual tasks.

• Member Application & Approval
• Renewal Management
• Regrades
• Self-Service
• Member Lifecycles

Streamline planning for Events and Conferences by utilising event templates and assigning staff members tasks. In addition, coordinate with sponsors, speakers and other stakeholders, set early bird and member pricing, and manage capacity, waitlists, ticketing and seating. Post event, you can easily allocate CPD points, send out follow-ups and complete surveys & evaluations.

• Event Planning
• Sub-Events
• Exhibitors & Sponsors
• Speakers & Facilitators
• Early Bird Pricing
• Registrations & Waitlists
• Ticketing
• Seating Allocation
• Evaluations

Provide comprehensive education offerings ranging from a single subject to full courses. Additional details such as prerequisites, exemptions for prior learning, enrollment assessments and CPD allocation can be entered for participants. Also simplify the administration side of education management with assigning preparatory tasks to staff using templates and tracking student attendance.

• Course Management
• Subjects & Assessments
• Enrolment
• Exemptions
• Graduation Management
• CPD
• Training Courses

One system that includes comprehensive functionality across all business streams allows for superior Relationship Management. Quickly add any business specific data to processing and storage functionality that extends the solution to reach into all corners of your business.

• Sponsors & Partners
• Communication Tracking
• 360º View of the Customer/Member
• Integration with Office 365 & Outlook

Intelligently segment, target and track your database as they progress through the sales cycle. Nurture business opportunities and drive the on-selling of future events and other available products across all areas of the business. An easy drag and drop interface allows you to build impressive email templates including personalisation and other embedded content like surveys and landing pages.

• Lead Qualification
• Sales Pipeline
• Website User Analytics
• Subscribe/Unsubscribe Management
• EDM & SMS
• List Segmentation

Manage and track interactions and personalised campaigns with donors and supporters including full integration with your fundraising pages and tools. Easily set up Donation Profiles including payment profiles for Credit Card and Direct Debit and set the profile to generate donation invoices on any defined recurring or date-based schedule. You can also manage your Bequest Pipeline based on your required processes and stages.

• Donations
• Regular Giving
• Bequests

Create invoices and take payment directly within your CRM with Upbeat, complete with date-based pricing and multiple price lists. Avoid re-entry and reconciliation issues with your accounting system by integrating directly from Upbeat, complete with revenue deferral for future events or revenue accrual for long-term memberships, and have your Upbeat payments appear on your bank reconciliation ready for end-of-month.

• Product & Price Lists
• Discounts
• Payment Processing
• Invoice\Receipt Sending
• Financials Integration

Provide your members with the real-time ability to self-service with registrations, purchases, accessing, and updating their associated information. Our open API/Web services provide seamless integration with your website or portal, giving you the ability to easily modify the web site experience without the overhead of an expensive code base and website rewrite.

• Website Integration
• Membership Joins & Renewals
• Event Registrations
• Education Registrations
• API/Web services library

Gain deeper insights with a unified view of member interaction and engagement and measure the effectiveness of events and campaigns. A range of high-quality data representations of which are delivered via simple data views through to complex dashboards and integrated business solutions like Power BI. Role based visualisations can also be provided to help drive actions and performance in specified areas.

• Dashboards
• Membership Analytics
• Lifetime Value of Members
• Event Analytics
• Microsoft Power BI Integration