Sr. Software Adviser
Dec 2, 20143 min
Updated: Apr 12, 2021
In our “Search of a Membership Software Series”, we have prepared a quick look at Altai Membership Software System in this article.
Please note that this summary is not intended to provide our full report but rather should serve as a quick overview of the Altai software system. For those interested in learning more, we have prepared a detailed “Smart Report” for Association Executives who would like the full view.
The full report available upon request from Association Executives provides detailed information about the product in an easy to read question and answer format.
Altai Membership is a flexible enterprise level Customer Relationship Management software solution based on the foundation of the Microsoft CRM platform.
Per Altai Systems, Altai Membership is a solution that can be implemented to work the way you do, to support and ensure your business processes are both followed and automated where possible. It is a flexible application for Associations looking for a solution that can be tailored to their needs.
Altai Membership is a scalable solution that will grow with you. Altai is led by a team of seasoned developers and implementers of Microsoft Technologies including Microsoft CRM, Microsoft SharePoint, Microsoft Project Server and many other Microsoft tools which understand the Association market place.
They have an extensive network of CRM consulting providers and software technologies which they provide in order to provide solutions for their association clients.
Membership management for both companies and individuals
Configurable membership list management – chapters, subscriptions, local, national, committees, etc. You can create and manage any lists and groups as you need.
Configurable dues billing
Quote, Sales Order and Invoice Processing
Receipts processing
Events and program management
Awards and nomination management
Certification and CEU Management
Relationship tracking – who knows who?
Fundraising and donor management
Legislative and Lobbying management
Diverse campaign management capabilities (i.e. dues bill reminders, event invites, fundraising, etc…)
Project Management
Workflow automation and management
Website integration
Powerful querying capabilities across modules
Flexible and extensive reporting capabilities
Mid-Size to Large membership organizations.
Organization looking for traditional customer relationship management functionality rather than historical AMS architecture.
Organizations looking for Software as a Service (SaaS)
Microsoft Office Shop – Outlook, Excel, Word, Exchange, Sharepoint etc.
Altai’s School Board Association Solution(SBA) makes it a nice fit for respective organizations.
Back office accounting applications – Dynamics GP & SL, QuickBooks and more.
Social Listening features to see just how hard your social media efforts are actually working for your association.
Those wanting a choice of service options through a vast network of Microsoft partners and development partners.
Customer Relationship Management foundation
Fair pricing due to low overhead
A philosophy of simplicity over complexity
A tight focus on usability
Users can maintain, configure and upgrade without programming
Deep experience with CRM and Association Management Software development
Appropriately sized solutions
Excellent client relationships
Altai’s School Board Association Solution(SBA)
We don’t espouse to the belief that there is “one best AMS” for everyone. But, Altai AMS may very well be your best fit.
However, to answer this question with certainty, we need to know more about what makes you unique. And, discuss other insights about this platform which we have curated, clients interviewed, and discuss more detailed information beyond just this summary.
Please know that our detailed analysis and expertise is available upon request. To be sure, our software analysis is not a “pretty brochure”, “marketing noise.” or a “sales pitch.”
Rather, we provide a free objective dialogue and insights designed to help nonprofit executives make a smarter software business decision.
If you are interested in some help with reviewing your options and comparisons, please check out our “vendor matching” services here.
Please stay tuned to our ongoing “Searching for A Smart AMS Software” where we will continue to provide further insights into membership database software options designed for our 501(c) 6 membership focused organizations.
For the most recent published reviews, please click below:
And, to obtain a sample list of the database software reviews we have, you may follow the link here.
If you work for an AMS database software system and you would like us to include your firm in our software review process, please contact us.
Until next time, keep SmartThoughts in mind. Happy Software Buying!
Until then, keep SmartThoughts in mind.