Start with Microsoft’s Industry-Leading Business Platform
Then Connect Association Management Functionality:
See your data start working for you
Start providing members personalized experiences
Watch automation take over your busywork
Altai is built within a proven and reliable ecosystem to bring you the features and functionality you need.

Microsoft Platform
- Native PowerBI Integration
- Built-in Artificial Intelligence
- Social Engagement Monitoring
- Native Single Sign-On
- MS Teams Community
- Two-way Excel integration
- Deep Outlook Integration
System Management
- Enforce Data Quality and Duplicate Detection
- Configure System for your Needs with Forms & Fields
- Manage AI & Machine Learning
- Easily Expose Views and Data to the Web or Mobile Device
- Role-Based Security from Module to Field
- Create Workflows to Automate Processes
- Access to Hundreds of Available Add-On Apps from Microsoft Partners
Productivity Enhancements
- Use any Modern Web Browser
- Mobile Responsiveness
- Personalized Staff Workplace
- Create Staff Community
- Flag Critical Records to “Follow”
- Task Assignment and Management
- Create D365 Workflows for Automating CRM Processes
- Artificial Intelligence-Driven Tasks
- Duplicate Detection, Merge/Deletion
- Workflow Tool
- Admin/Staff Access Levels
Event Management
- Events Management
- Event Sessions Tracking
- Onsite/Self Check-in
- Badge Printing
- Exhibitor Management
- Advertisement Sales
- Sponsorship Management
- Single Function or Multi-Session/Multi-Day Events
- Training & Committee Events
- Continuing Education Tracking
Speaker Tracking - Event Expenses Tracking
- Training Event Integration with Testing Providers and Learning Providers
Marketing
- Email Marketing and Communications
- Email stats tracking
- Engagement Tracking/Scoring
- Form Builder
- Surveys
- Campaign Management
- Target Marketing Lists
- Native Email Capabilities through Outlook
- Communications Tracking
- Native Marketing Automation
- Web Visitor Tracking
- Record Custom Demographics
- Discounts/Coupons
CMS & Member Portal
Highly adaptive member management components that publish AMS and CRM information you choose to any Single Sign-On location you need
- CMS Neutral & Responsive
- Member Directories
- Online Store/E-Commerce
- Career Center/Jobs Board
- Unified Shopping Cart
- Create Custom Forms
- Member Join/Renew
- Event Registration
- Product Sales & Ratings
- Donations/Pledges
- Discounts/Coupons
- Commerce Paths
Membership
- 360 Views
- Multi-Relationship Handling
- Individual Accounts/Memberships
- Organizational Accounts/Memberships
- Member-based Access Restrictions
- Member Type Configurations
- Chapter Management
- Hierarchical Organization Management
- Dues Billing
- Engagement Point Allocation and Tracking
- Relationship Assistant
- Track Member Participation
- Subscription Management
- Benefits Administration
Sales Order Management
- Unified Shopping Cart
- Integrated Credit Card Processing
- Tokenized Wallets
- EFT/ACH Payments
- Purchase Order Payments
- Accounts Receivable
- Inventory Tracking
- Warehouse Management
- Customizable Invoices for multi-company organizations
- Discounts/Coupons
Online Community
- Chapter/Component Management
- Fully Integrated
- Ability to Connect with Microsoft Teams for collaboration where members already work
Committee Management
- Member Management
- Position and Term Management
- Volunteer Approval Process
- Knowledge Management
- Integration to Collaboration Portals
- Roster Management
- Integrated Committee Nominations Process
Reporting
- Admin-based Customizable Dashboards
- Inventory Management
- Personalized Dashboards
- Easy to Use Query Tool
- Native Power BI Connections and interface embedding
- Export any Query to Excel with Dynamic or Static Links
- Create Reports in Microsoft SSRS (free) or any SQL compatible report writer
- Advanced Analytics with Microsoft Power View
Publications Management
- Subscription Management
- Multi-Dimensional Pricing
- Automated Electronic Watermarking of PDF’s
- Synchronize with Fulfillment Companies
- Inventory Management
Integrations
- Open API/Integrations
- Microsoft Flow
- Dynamics Platforms
- Microsoft API
- Azure Integration Services
- Altai Integration Toolkits
- Comprehensive list of integrations for LMS, Accounting, Credentialing, CMS, and more
Fundraising
- Campaign Management
- Donations/Pledge Processing and Tracking
- Recurring Donations
- Accept Donations Online
- Fundraising Events
- Grant Management Add-on Module
Credentialing
- Event Credentialing
- Commerce Paths to customize the member’s buying experience
- Advanced Certification Management
- Document Upload
- Re-Certification Management
- Approval Workflows
- Application Management
- Testing Management
Learning Management
- Tracking of Education Units
- Connect Continuing Education to Events and/or Sessions
- Complete Tracking and Reporting of Training (inside and out)
- Publications/Subscription Management
- Programs/Submissions Management
Accounting
- Recurring/Automatic Payments
- Accounting Software Integrations
- Payment Gateways
- Batch Management
- Deferral and Proration Scheduling
- GL Mapping
- Multi-company Financials
- Recurring & Installment Payments
- Multiple Price Lists
- Tax Collection Management
- Seamlessly Integrate with Dynamics GP/SL/BC or other Accounting Software
- Multi-Currency
- Due-to/Due-from Capability
Call For Proposals
- Nomination Management
- Award and Proposal Evaluations
- Historical Recipient Tracking
- Event Connections
- Survey Integration
Social Marketing
- LinkedIn Integration Pulls Associated LinkedIn Profiles to your Contacts
- Change Alerts to Primary Contact’s LinkedIn Profile
- Included Social Monitoring of typical social sites
- Measure & Oversee Engagement on Facebook, LinkedIn, Twitter & More
- Integrate into your Private Social Community
Microsoft Power Apps
- No-code/Low-code Apps
- Simple Deployment
Popular Apps include:
- Training Attendance
- Credentialing Management
- Event Agendas
- Customer Service
Microsoft Power Automate
- Easy Business Process Design using NO CODE tools
- Automate Manual/Inconsistent Business Processes
- Get Notifications
- Automate File Synchronizing
- Digitally Transform Approvals
- DIY Reliable Integrations
- Design Automated Messaging & Other Workflows