You can effectively nurture and track prospective members, view vital data at a glance, truly engage your members, and finally provide your staff with the tools they’ve been clamoring for with Cobalt’s Membership Dynamics. With decades of association experience under our belt, we understand your challenges and have built a flexible membership management solution on top of the powerful Microsoft Dynamics 365 platform.
Membership Dynamics can accommodate any number and combination of member types and subtypes; offer unlimited query-based billing periods, fees, and dues renewal options; streamline your applications process; and customize and automate renewal notices and invoices.
Manage meetings of all sizes — from massive trade shows to receptions. Features include customizable registration forms; an online calendar with permission-based views and one-click access to event registration; varied pricing for different customer segments; waitlist with auto updates; group registrations with a single transaction; and registration cancellation with date-driven fees.
E-commerce functionality is tied to our meeting, education, and subscription modules. You’ll be able to process credit card payments and refunds in real time, both from the CRM and the customer portal; manage tax and shipping; schedule payments; set up a complete online store; and complete bulk processing of payments.
Our accounting module integrates with most commercial financial management software and includes the ability to map existing general ledger accounts to Dynamics 365. You’ll also be able to tailor reports for revenue and accounts receivables insight; manage deferred revenue recognition; and track tax, shipping, and discounts.
Track prerequisite and continuing education requirements; set up webinars and multi-class courses; and create a query-based fee structure. Features include varied pricing for customer segments; event calendar with one-click access to class registration; upcoming classes page; customizeable registration form; waitlist with auto updates; and instructor profile management.
Let your customers subscribe to your newsletter, blog, or magazine; or set up paid access to areas of your existing website using our single sign-on capabilities. Features include query-based subscription fees; online subscriber management; management of print, email, or web-based subscriptions; and ability to conduct marketing campaigns with subscriber lists.
With the dashboards feature, you can easily see your membership census, pending renewals, member retention, financials, and more. You can create your own charts, lists, and dashboards or use our pre-built dashboards. The robust data provided by Membership Dynamics lets you create detailed reports that are easily modified and updated.
Get a 360 degree view of everything your customer is doing in an easy to consume format. You’ll be able to track customer engagement, total customer spend, and formulate engagement scores with parameters you designate.
The module allows you to manage committee rosters, track committee history, and process nominations and volunteer applications.
You’ll have the ability to manage pledges and donations to multiple funds, including the ability to add an optional donation with a recommended amount to dues renewals.