Association and Membership Management
Aptify's Association and Membership Management software is a fully integrated and comprehensive suite of applications for member-based organizations. Aptify manages relationships with individuals and organizations, plans events/conferences, manages communications, streamlines complex requests and automates workflow.
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In addition to a substantial list of built-in functional capabilities, applications for Fundraising, Case Management, Education/Certification, and e-Business are available. Integrated Marketing Campaigns and Sales Force Automation capabilities built into the core CRM/MRM product provide extensive marketing, e-Marketing and sales tools. Aptify is capable of supporting global organizations, scalable for a large number of users/records and built to provide maximum flexibility through configuration. Aptify provides users with the choice of using a rich Windows application, Web Access or both!
Key Features and Benefits
- Ready to use, personalized dashboards and profiles for the most common roles such as membership, events, customer service, finance, IT, and many more.
- Obtain a 360-degree view of each relationship to optimize quality of service and opportunities.
- One-click integration with Microsoft Word® and Excel®
- Complete integration with Microsoft® Office Outlook® for contacts, calendar and email
- Improve service quality and provide personal attention to each member and customer.
- Expand the value of offerings through targeted marketing based on areas of interest.
- Powerful business intelligence/analytics tools built-in, including charts, graphs and pivot tables.
- Provide an interactive directory of individuals and/or companies.
- Interact dynamically with your Chapters/Affiliates/Components on the web.
- Dues and Deferred Income
- Complete international and global organization support
- Meetings, Conferences and Events
- Robust Order Entry and e-Payment Processing
- Inventory Management and Order Fulfillment
- Subscription and Publication Management
- Education and Certification
- Fundraising and Grant Management
- Direct Integration with Crystal Reports®
- Online Surveys
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