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.

Individual and organizational membership

Dues Billing

Committee Management

Relationship Management

Track Member Participation – Engagement Points

Subscription Management

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[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512570935265{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Event and Education Management” primary_title_font_container=”color:%23ffffff” primary_title_use_theme_fonts=”yes” hover_title=”Event and Education Management” hover_background_color=”orange” align=”left” use_custom_fonts_primary_title=”true”]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

[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512570948287{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Marketing and Communications” primary_title_font_container=”color:%23ffffff” primary_title_use_theme_fonts=”yes” hover_title=”Marketing and Communications” hover_background_color=”orange” use_custom_fonts_primary_title=”true”]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

 

[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512570959791{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Sales/Order Management” primary_title_font_container=”color:%23ffffff” primary_title_use_theme_fonts=”yes” hover_title=”Sales/Order Management” hover_background_color=”orange” use_custom_fonts_primary_title=”true”]Quotes and sales order management

Invoicing and receipts

Product and inventory management

Coupons/discounts

Manage advertising sales

Sponsorships

 

 

[/vc_hoverbox][/vc_column][/vc_row][vc_row equal_height=”yes”][vc_column width=”1/4″ css=”.vc_custom_1512570979512{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Fundraising Management” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Fundraising Management” hover_title_font_container=”font_size:28″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]Campaign Management

Donations and pledge tracking

Accept recurring donations

Accept donations online

Fundraising events

Grant Management add-on module

 

 

[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571008297{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Accounting” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Accounting” hover_background_color=”orange” align=”left” use_custom_fonts_primary_title=”true”]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

Multi-currency

[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571019343{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Member Web Portal and Shopping Cart” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Member Web Portal and Shopping Cart” hover_title_font_container=”font_size:21″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]Online Member Profile

Unified Shopping Cart

Create custom web forms

Member join/renew

Event registration

Product sales

Donations

Integrated with your CMS

Discounts/coupons

Product Ratings[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571031389{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Social and Mobile Solutions” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Social and Mobile Solutions” hover_title_font_container=”font_size:22″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]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

[/vc_hoverbox][/vc_column][/vc_row][vc_row][vc_column width=”1/4″ css=”.vc_custom_1512571049489{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Data Visualization/ Business Intelligence” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Data Visualization/ Business Intelligence” hover_background_color=”orange” use_custom_fonts_primary_title=”true”]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[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571060825{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Staff Productivity Enhancements” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Staff Productivity Enhancements” hover_title_font_container=”font_size:26″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” align=”left” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]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

[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571072321{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”System Management Tools” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”System Management Tools” hover_title_font_container=”font_size:18.4″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]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[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571082278{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Higher Logic Content” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Higher Logic Content” hover_title_font_container=”font_size:19.6″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]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)

Localization

Extensibility/customization[/vc_hoverbox][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571093472{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”Higher Logic Social” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”Higher Logic Social” hover_title_font_container=”font_size:29″ hover_title_use_theme_fonts=”yes” hover_background_color=”orange” use_custom_fonts_primary_title=”true” use_custom_fonts_hover_title=”true”]Fully integrated with Higher Logic Content

Usage analytics/Social dashboard

Crowdsourcing “ideation”

Group Q&A

Gamification/badges

Unlimited Groups

Server based (not user based) pricing

Content flagging/bookmarking

Customizable/extensible[/vc_hoverbox][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1512571105013{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_hoverbox image=”114″ primary_title=”ClickDimensions Marketing Automation” primary_title_font_container=”font_size:26|color:%23ffffff|line_height:2″ primary_title_use_theme_fonts=”yes” hover_title=”ClickDimensions Marketing Automation” hover_background_color=”orange” use_custom_fonts_primary_title=”true”]Fully integrated to Microsoft Dynamics® 365 for campaign management

Complete email marketing

Web tracking

Landing pages

Surveys

SMS messaging

Lead scoring

Nurture marketing

Extensive training and support[/vc_hoverbox][/vc_column][vc_column width=”1/4″][/vc_column][/vc_row][vc_row][vc_column][vc_message]If you are interested in learning more about any one or more of these features, please click AMS.

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