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Association Management Software - Protech Associates
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</button> <form role="search" method="get" class="search-form" action="https://protechassociates.com/"> <label> <span class="screen-reader-text">Search For:</span> <input type="search" class="search-field" placeholder="Search …" value="" name="s" /> </label> <button type="submit" class="search-submit"><span class="screen-reader-text">Search</span></button> </form><!-- .search-form --> </div><!-- .site-search --> </div> </div> </div> </div><!-- .navigation-region --> </div> </header><!-- .site-header --> <div id="body" class="site-body"> <div id="banner" class="headline-area site-headline" style="background-image: url(https://protechassociates.com/wp-content/themes/wp_theme/markup/img/bg-06.png), url(https://protechassociates.com/wp-content/themes/wp_theme/markup/img/bg-05.jpg)"> <div class="container"> <p class="headline-title text-title">Association Management Software</p> </div> <div class="headline-cap headline-cap-gray"></div> </div><!-- .site-headline --> <div id="primary" class="content-area software-content-area"> <main id="content" class="site-content"> <div class="container"> <header class="content-header"> <h1 class="content-title screen-reader-text">Association Management Software</h1> </header><!-- .content-header --> </div> <div class="software-area"> <div class="software-body"> <div class="container"> <div class="row"> <div class="col-xs-12 col-md-8 col-md-push-2"> <p class="text-center">Association management software, or AMS, can automate processes in your association such as membership management, payment processing, professional development events, and data analytics. <br /> <br /> Protech’s powerful AMS helps associations support their missions, serve their members, and strategize for future growth. Protech leverages the most advanced technologies available from Microsoft, like Microsoft Dynamics 365 and Microsoft Power BI, to provide associations with a near-limitless software tool that integrates seamlessly with the Microsoft ecosystem. </p> </div> </div> <div class="software-body-outer"> <div class="software-body-inner" data-tabset data-tab-group="1" data-tab-init="1"> <div class="software-item" data-tab-group="1" data-tab="1" data-tab-id="Membership"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-membership iconblock-icon"></div> <h2 class="h5 iconblock-title">Membership</h2> <p class="iconblock-text">Personalize member experiences with site customizations and membership portals.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="2" data-tab-id="EventsSponsorshipsExhibits"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-meetings iconblock-icon"></div> <h2 class="h5 iconblock-title">Events, Sponsorships & Exhibits</h2> <p class="iconblock-text">Coordinate event management through your AMS to expedite the process.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="3" data-tab-id="EducationProfessionalDevelopment"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-education iconblock-icon"></div> <h2 class="h5 iconblock-title">Education & Professional Development</h2> <p class="iconblock-text">Empower members to take charge and manage their professional development goals. </p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="4" data-tab-id="Fundraising"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-fundraising iconblock-icon"></div> <h2 class="h5 iconblock-title">Fundraising</h2> <p class="iconblock-text">Drive new revenue with streamlined association fundraising capabilities.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="5" data-tab-id="E-Commerce"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-ecommerce iconblock-icon"></div> <h2 class="h5 iconblock-title">E-Commerce</h2> <p class="iconblock-text">Create a branded e-Commerce website for a seamless member experience.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="6" data-tab-id="FinancialManagement"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-accounting iconblock-icon"></div> <h2 class="h5 iconblock-title">Financial Management</h2> <p class="iconblock-text">Process member transactions securely and maintain healthy financials.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="7" data-tab-id="Marketing"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-marketing iconblock-icon"></div> <h2 class="h5 iconblock-title">Marketing</h2> <p class="iconblock-text">Stimulate member engagement with personalized marketing materials and Microsoft integrations.</p> </div> </div> </div><!-- .software-item --> <div class="software-item" data-tab-group="1" data-tab="8" data-tab-id="MemberDataAnalytics"> <div class="software-item-inner"> <div class="iconblock"> <div class="icon icon-analytics iconblock-icon"></div> <h2 class="h5 iconblock-title">Member Data & Analytics</h2> <p class="iconblock-text">Utilize Microsoft’s Power BI to arm your association with reports and analysis.</p> </div> </div> </div><!-- .software-item --> <div class="tabset software-tabset"> <ul class="tabs"> <li class="tab-item tab-item-previous"><a href="#" class="tab-previous" rel="prev" data-tab-group="1" data-tab-prev>Previous</a></li> <li class="tab-item tab-item-display"> <a title="Membership" href="#Membership" class="tab-link" data-tab-group="1" data-tab="1"> <span class="icon icon-membership"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Events, Sponsorships & Exhibits" href="#EventsSponsorshipsExhibits" class="tab-link" data-tab-group="1" data-tab="2"> <span class="icon icon-meetings"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Education & Professional Development" href="#EducationProfessionalDevelopment" class="tab-link" data-tab-group="1" data-tab="3"> <span class="icon icon-education"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Fundraising" href="#Fundraising" class="tab-link" data-tab-group="1" data-tab="4"> <span class="icon icon-fundraising"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="E-Commerce" href="#E-Commerce" class="tab-link" data-tab-group="1" data-tab="5"> <span class="icon icon-ecommerce"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Financial Management" href="#FinancialManagement" class="tab-link" data-tab-group="1" data-tab="6"> <span class="icon icon-accounting"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Marketing" href="#Marketing" class="tab-link" data-tab-group="1" data-tab="7"> <span class="icon icon-marketing"></span> </a> </li> <li class="tab-item tab-item-display"> <a title="Member Data & Analytics" href="#MemberDataAnalytics" class="tab-link" data-tab-group="1" data-tab="8"> <span class="icon icon-analytics"></span> </a> </li> <li class="tab-item"><a href="#" class="tab-link tab-link-close"><span class="icon icon-close"></span></a></li> <li class="tab-item tab-item-next"><a href="#" class="tab-next" rel="next" data-tab-group="1" data-tab-next>Next</a></li> </ul><!-- tabs --> <a href="#Membership" class="tab-toggle" data-tab-group="1" data-tab="1">Membership</a> <div id="Membership" class="tab" data-tab-group="1" data-tab-content="1"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Membership</h2> <p>Protech’s association management software, built on the powerful Microsoft Dynamics 365, creates exceptional <a href="https://protechassociates.com/association-management-software/members/" target="_blank" rel="noopener">member experiences</a> with single sign-ons, mobile responsive design, and streamlined billing.</p> <p>Members can access their profiles 24/7 through SSO to edit their payment information, upgrade their plan, shop for merchandise, or register for events.</p> <p>The MX feature empowers you to:</p> <ul> <li>Save time and support member retention.</li> <li>Keep members connected throughout the online experience.</li> <li>Engage with members on-the-go with <a href="https://protechassociates.com/association-management-software/connect-with-your-members/" target="_blank" rel="noopener">mobile apps</a>.</li> <li>Provide 24/7 access to member information and resources.</li> <li>Simplify complex member renewals.</li> <li>Easily manage chapters, committees, and rosters<span style="color: #5d6268;">.</span></li> </ul> <p><a href="https://protechassociates.com/association-management-software/members/" target="_blank" rel="noopener">Learn more about membership capabilities</a></p> </div> </div> </div><!-- .tab --> <a href="#EventsSponsorshipsExhibits" class="tab-toggle" data-tab-group="1" data-tab="2">Events, Sponsorships & Exhibits</a> <div id="EventsSponsorshipsExhibits" class="tab" data-tab-group="1" data-tab-content="2"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Events, Sponsorships & Exhibits</h2> <p>Protech’s event management tool enables you to track the success of meetings and conferences, generate new non-dues revenue from sponsorships and advertising, and coordinate expo logistics with exhibit and booth management. Additionally, you can:</p> <ul> <li>Simplify the meeting setup and registration process for members and staff.</li> <li>Copy registration, session, and facility details from one event to the next.</li> <li>Manage exhibitor transactions for booths, badges, miscellaneous products, cancellation fees, and complimentary exhibitor badges.</li> </ul> </div> </div> </div><!-- .tab --> <a href="#EducationProfessionalDevelopment" class="tab-toggle" data-tab-group="1" data-tab="3">Education & Professional Development</a> <div id="EducationProfessionalDevelopment" class="tab" data-tab-group="1" data-tab-content="3"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Education & Professional Development</h2> <p>Protech’s membership portal helps you and your members track their certification and accreditation goals. This feature can help you evaluate member engagement and determine which topics spark interest.</p> <p>Here are some ways Protech streamlines professional development tracking:</p> <ul> <li>Records an accurate education history and tracks certification progress.</li> <li>Creates a consistent learning experience through a preferred learning management system (LMS).</li> <li>Links accreditation and certification courses with product sales and meeting sessions.</li> </ul> </div> </div> </div><!-- .tab --> <a href="#Fundraising" class="tab-toggle" data-tab-group="1" data-tab="4">Fundraising</a> <div id="Fundraising" class="tab" data-tab-group="1" data-tab-content="4"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Fundraising</h2> <p>With Protech’s fundraising feature, you can better support your association’s most important initiatives through streamlined fundraising processes and donor management.</p> <p>By creating donor profiles and tracking donor interactions, you can maximize new opportunities with insights needed to nurture donor relationships.</p> <p>Here are some ways Protech’s association management software can help you fundraise:</p> <ul> <li>Make donating easy with recurring gifts, in-kind donations, and auction item processes, all without adding to your team’s administrative workload.</li> <li>Process invoices manually or automatically to deliver an exceptional and transparent donor experience.</li> </ul> </div> </div> </div><!-- .tab --> <a href="#E-Commerce" class="tab-toggle" data-tab-group="1" data-tab="5">E-Commerce</a> <div id="E-Commerce" class="tab" data-tab-group="1" data-tab-content="5"> <div class="row"> <div class="col-xs-12 col-md-6 tab-content"> <h2 class="mt-0">E-Commerce</h2> <p>Protech’s association management software provides associations with customizable e-Commerce websites for a convenient online shopping experience for your members.</p> <p>Members can use the online store to easily register for events and purchase merchandise to show support for their association.</p> <p>Here are some ways Protech’s association management software sets up your eStore for success:</p> <ul> <li>Automate the e-Commerce process, freeing up staff to spend more time with members.</li> <li>Offer special promotions or quantity discounts and calculate shipping costs or tax calculations in real-time.</li> <li>Give members complete control of their online shopping experience and payment plans.</li> </ul> <p>View the above eCommerce site from our satisfied client, the North American Spine Society.</p> <p> </p> </div> <div class="col-xs-12 col-md-6"> <div class="software-tab-thumbnail"> <a href="https://protechassociates.com/wp-content/uploads/2019/05/NASS-MX-Store.png" data-fancybox="gallery1"> <img src="https://protechassociates.com/wp-content/uploads/2019/05/NASS-MX-Store-500x368.png" alt="Protech enables associations to create their own eCommerce website, just like this site for the North American Spine Society."> </a> </div> <div class="software-tab-gallery"> </div> </div> </div> </div><!-- .tab --> <a href="#FinancialManagement" class="tab-toggle" data-tab-group="1" data-tab="6">Financial Management</a> <div id="FinancialManagement" class="tab" data-tab-group="1" data-tab-content="6"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Financial Management</h2> <p>Protech’s association management software uses Clover Connect to seamlessly integrate a secure payment processor within a business management tool.</p> <p>Connect your front and back-end accounting to stay on top of your financial tracking. Associations can use built-in financial reporting tools to visualize data, monitor member transactions and late fees, and evaluate organizational performance.</p> <p>By harnessing the power of Microsoft Azure Cloud, a trusted cloud computing platform, Protech ensures you can securely store all member data.</p> <p>Here are some ways Clover Connect and Protech’s AMS integrate for seamless financial management:</p> <ul> <li>Integrate your preferred financial management software, such as Dynamics GP, Sage Intacct, Business Central, or Intuit QuickBooks.</li> <li>Automate manual accounting processes and give your team the ability to make quick decisions and avoid financial tracking errors.</li> </ul> <p><a href="https://protechassociates.com/association-management-software/protech-payments/" target="_blank" rel="noopener">Learn more about Protech’s payment processing</a></p> </div> </div> </div><!-- .tab --> <a href="#Marketing" class="tab-toggle" data-tab-group="1" data-tab="7">Marketing</a> <div id="Marketing" class="tab" data-tab-group="1" data-tab-content="7"> <div class="row"> <div class="col-xs-12 col-md-10 col-md-push-1 tab-content"> <h2 class="mt-0">Marketing</h2> <p>Protech’s association management software includes complete marketing software to develop memorable marketing communications. Associations can send emails directly from Microsoft Dynamics 365 to make it simple to stay within the Microsoft ecosystem.</p> <p>Here are some ways Protech simplifies marketing for associations:</p> <ul> <li>Integrate your association’s marketing automation or email marketing platform to maintain automated and personalized outreach campaigns.</li> <li>Send emails directly from Microsoft Dynamics 365 to one member or hundreds.</li> <li>Create member segments to send communications to committee or roster members.</li> <li>Easily track campaign progress, open and click rates, and much more through seamless integrations with platforms like ClickDimensions.</li> </ul> </div> </div> </div><!-- .tab --> <a href="#MemberDataAnalytics" class="tab-toggle" data-tab-group="1" data-tab="8">Member Data & Analytics</a> <div id="MemberDataAnalytics" class="tab" data-tab-group="1" data-tab-content="8"> <div class="row"> <div class="col-xs-12 col-md-6 tab-content"> <h2 class="mt-0">Member Data & Analytics</h2> <p>Protech’s association management feature, LX 365, is fueled by Microsoft’s Power BI to provide insight into your organization’s member data.</p> <p>Associations can use custom reports and dashboards to make data-driven decisions and maximize their revenue. In addition, you can use this feature to:</p> <ul> <li>Share customized dashboards across your association.</li> <li>Turn insight into action through business intelligence.</li> <li>Visually assess and explore data without leaving your AMS.</li> <li>Bring your data to life with intuitive dashboards and reports.</li> <li>Create interactive reports to measure the overall health of your organization.</li> </ul> </div> <div class="col-xs-12 col-md-6"> <div class="software-tab-thumbnail"> <a href="https://protechassociates.com/wp-content/uploads/2019/06/LX-Membership.png" data-fancybox="gallery1"> <img src="https://protechassociates.com/wp-content/uploads/2019/06/LX-Membership-500x368.png" alt="Protech’s LX 365 feature can help your association maximize your member data."> </a> </div> <div class="software-tab-gallery"> </div> </div> </div> </div><!-- .tab --> </div><!-- .tabset --> </div><!-- .software-body-inner --> </div><!-- .software-body-outer --> </div><!-- .container --> </div><!-- .software-body --> <div class="software-base"> <div class="container"> <h2 class="mt-0">Want to learn more?</h2> <a class="btn btn-primary ml-2" href="https://protechassociates.com/resource/request-a-demo/" title="Schedule a Demo" target="">Schedule a Demo</a> </div> </div> </div><!-- .software-area --> <div class="container"> <aside class="testimonials"> <h2 class="h4 testimonials-title">Testimonials</h2> <div class="row"> <div class="col-xs-12 col-sm-6"> <figure id="post-154" class="pullquote testimonials-pullquote"> <img class="pullquote-avatar" src="https://protechassociates.com/wp-content/uploads/2019/05/avatar-stephanie-seidel.png" alt="Stephanie Seidel"/> <blockquote class="pullquote-content" cite=""> <p>I love my Protech. 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