A Better Member Experience

Give your members secure application and renewal processes with an intuitive communication workflow and interface built to impress.

Be Efficient

Empower your team through automation and the deep configuration of our system so they can streamline processes and save time and frustration.

Do More with Dynamics 365

Microsoft Dynamics 365 already improves recruitment, marketing, and customer service, and Membership from Cobalt extends and customizes those capabilities for your team.

Deliver on the Evolving Expectations of Your Members

Your members are using sophisticated, intuitive applications to do everything from ordering pizza at home or filing their taxes. You’ve probably seen how their expectations for a clean, easy-to-use interface applies everywhere, these days — including your website. Cobalt’s Membership software gives you a refined set of tools for making the application and renewal processes everything your end-users expect.

On the staff side, Membership gives your team the ability to customize these processes and user interfaces for your members with ease. They can set custom values for membership requirements or different levels of membership. The ability to enforce and verify membership requirements is built into the engine for this module. Cobalt’s REALTOR(R) partners, for example, need to be able to collect and check applicants’ real estate agent license numbers. Our Membership software easily handles requests like these for any number of member types or subtypes.

Other Key Benefits for Your Members and Team:

  • Send helpful renewal notifications to your members
  • Give members the ability to create and edit their profiles
  • Handle all the details and processes for both trade and professional associations
  • Process termed (anniversary-based) or dated (calendar-based) renewals
  • Clone last year’s dues structure for this year’s renewal
  • Use query-based dues and fees for applications and renewals
  • Implement even the most complex of dues structure 
  • Employ comprehensive committee and volunteer management tools

Get More Value from Membership with These Key Integrations:

  • Events
  • eCommerce
  • Subscriptions
  • Engagement Tracking
  • Education and Training
  • Donations
  • Accounting