AMS Features

AMS Features

Altai’s Association Management Solution (AMS) is second to none. We’ve built our platform on the Microsoft Dynamics® 365 platform, the most robust Customer Relationship Management (CRM) on the market today. Altai Systems leverages its depth of experience with Microsoft’s CRM to provide exceptional, flexible association management software that meets the specific needs of associations and nonprofits.


Our solution is extendable and updates when Microsoft updates which saves our clients thousands of dollars over the long term. The modules below represents the the most popular modules we offer. For a deeper dive into our top three modules click MEMBERSHIP, ACCOUNTING, or EVENT/EDUCATION to learn more.

Membership Management

Membership Management

Individual and organizational membership

Dues Billing

Committee Management

Relationship Management

Track Member Participation – Engagement Points

Subscription Management



Event and Education Management

Event and Education Management

Certification Program Management

Single function or multi-session/multi-day events

Tradeshow Management

Continuing Education Tracking

Speaker tracking

Event expenses tracking

Integration with testing providers and learning providers

Marketing and Communications

Marketing and Communications

Campaign Management

Target Marketing lists

Native email capabilities through Outlook

Microsoft Word Mail Merge

Communications Tracking

Add-on solutions for email marketing, web visitor tracking & marketing automation


Sales/Order Management

Sales/Order Management

Quotes and sales order management

Invoicing and receipts

Product and inventory management


Manage advertising sales




Fundraising Management

Fundraising Management

Campaign Management

Donations and pledge tracking

Accept recurring donations

Accept donations online

Fundraising events

Grant Management add-on module





Batch management

Deferral and Proration scheduling

Manage multiple “companies”

Seamlessly integrate with Dynamics GP/SL or other accounting software

Recurring payments

Multiple price lists

Tax collection management


Member Web Portal and Shopping Cart

Member Web Portal and Shopping Cart

Online Member Profile

Unified Shopping Cart

Create custom web forms

Member join/renew

Event registration

Product sales


Integrated with your CMS


Product Ratings

Social and Mobile Solutions

Social and Mobile Solutions

Sync LinkedIn profiles to your contacts

Sync Outlook to your mobile device: contacts, emails, events, tasks

Work anywhere with mobile accessibility to CRM

Integrate to your Private Social Community

Add-on tools to measure & enhance social engagement on Facebook, LinkedIn and Twitter

Data Visualization/ Business Intelligence

Data Visualization/ Business Intelligence

Personalized Dashboards

Easy to use Query tool

Export any query to Excel; dynamic and static spreadsheets

Create reports in Microsoft SSRS or any SQL compatible report writer

Advanced analytics with Microsoft Power View

Staff Productivity Enhancements

Staff Productivity Enhancements

Work within Outlook or a web browser (PC or Mac)

Personalized Staff Workplace (Homepage)

Staff Community – “follow” other staff members, contacts and activities

Task assignment and management

Workflows for automating processes

System Management Tools

System Management Tools

Add unlimited custom fields with pick lists and validation

Create custom forms and expose to the web or mobile device

Create Workflows to automate processes

Open API for integration to 3rd partly applications

Duplicate detection and record merge capabilities

Access to hundreds of available add-on apps from Microsoft Partners

Higher Logic Content

Higher Logic Content

Easy to use CMS – drag and drop UI

Granular permissions and workflow

Version control and roll-back

Mobile websites

Search Engine Optimization

Document management and search

Scalability (multiple websites)



Higher Logic Social

Higher Logic Social

Fully integrated with Higher Logic Content

Usage analytics/Social dashboard

Crowdsourcing “ideation”

Group Q&A


Unlimited Groups

Server based (not user based) pricing

Content flagging/bookmarking


ClickDimensions Marketing Automation

ClickDimensions Marketing Automation

Fully integrated to Microsoft Dynamics® 365 for campaign management

Complete email marketing

Web tracking

Landing pages


SMS messaging

Lead scoring

Nurture marketing

Extensive training and support

If you are interested in learning more about any one or more of these features, please click AMS.