Altai Membership - powered by Microsoft Dynamics® CRM, a name you already know and trust.

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Why Altai Membership?

 

Altai Membership is flexible association management software that uses the Microsoft Dynamics® 365 platform. Highly configurable to work the way you do, Altai Membership ensures that your business processes are followed— as well as automated where possible. Altai Membership is a scalable solution that will grow with you. Whether you are seeking a nonprofit management system, membership management software or simply the best CRM software for association management, Altai Membership will work for you. It is an affordable solution that can be implemented in your office or provided as a CRM SAAS (software as a service) solution.

You use Microsoft software and applications to run your business. From Microsoft Dynamics GP for your financials to Office productivity tools to SQL server and Windows to power your servers, you are accustomed to Microsoft-designed software. Microsoft has invested hundreds of millions of dollars making Dynamics CRM easy to use, reliable, and well supported.

Altai Membership Solution Overview.pdf

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Powerful Association Management Software – Feature List

Altai Membership captures this investment by bringing you affordable, easy to use, Web-based, association software that offers the following:

Membership Management

  • Membership management for both companies and individuals
  • Highly flexible and configurable membership list management
  • Relationship tracking– who knows who?
  • Awards and nomination management
  • Certification and CEU management
  • Fundraising and donor management

Financial Management

  • Configurable dues billing
  • Quote, sales order and invoice processing
  • Receipts processing
  • Campaign management capabilities (i.e. dues bill reminders, event invitations, fundraising)

Project Management

  • Events and program management
  • Legislative and lobbying management
  • Workflow automation and management

Flexible Management Tools

  • Website integration
  • Powerful querying capabilities across modules
  • Flexible and extensive reporting capabilities
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    Back Office Integration

    We provide integrations to many of the services your association already uses:

    • Back office accounting applications - Dynamics GP & SL, QuickBooks and more
    • Microsoft Office – Outlook, Excel, Word
    • Membership and Member-to-Member portal
    • Online credit card processing
    • Computer Telephony Interface (CTI) integration - access your data through your mobile phone
    • Real-time updates over the Internet or sync offline changes when you’re back online
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