Association management software
that fits just right.
Why choose Upside AMS?
Sometimes when buying software it feels like you have to choose between:
- a cheap self-service platform with endless add-ons you have to figure out yourself; or
- an expensive, clunky, enterprisy service from the early 2000s with a rotating customer support representative you can never get a hold of!
But Upside AMS gives you the best of all worlds:
Established platform
In our experience, most associations operate 80% alike, so we offer a mature, secure, regularly updated platform that already includes most of the features your organization could want.
Fully customizable
The remaining 20% of association operations are totally unique. So we designed Upside AMS to be easily customized. No more shoe-horning your processes into something that isn’t quite right. We will tailor any feature to your organization’s unique policy, bylaw, and regulatory requirements. If you have a new idea, feature, or request, the answer is: "Yes, we can do that!"
Accessible expertise
We are your dedicated, long-term partner with deep expertise in all things associations. No AI chatbot, no call centre, no ticketing system - you will have an actual person who knows the ins and outs of your organization. Need help? We are an email, Zoom, or phone call away.
All-inclusive transparent pricing
You get an all-inclusive price and will not be restricted or charged for growing or using more. There is no limit to things like staff accounts, members, contacts, or emails sent. When you make a request, you get a clear breakdown of what we recommend, when it will be done, and how much it will cost. No surprises!
What features does Upside AMS have?
Out of the box we support the most popular features needed for your membership. Of course, no two organizations are exactly alike, so during implementation any feature can be customized to exactly meet your requirements.
If you don't see a feature you need, we'll build it for you.
Member databases
Member relationship management database to track demographics, activity, statuses, payments, history, and more. All data is searchable and exportable.
Member portals
Empower members to sign in and manage their personal information, submit payments, request changes to their status, and securely download files.
Association websites
Communicate with members and the public with a professional, easy-to-update website that is fully integrated with your member database and portal.
Secure online payments
Allow members to pay securely online with funds going directly to your bank account. Optionally allow for payment by cheque or e-transfer.
Applications to join or reclassify
Users can apply online (for simple or complex applicant workflows) including steps like: file uploads, references, payments, committee reviews, missing information, and approvals.
Applications to change status
Members can submit change of status applications from their member portal: go on leave, reinstate, resign, etc. Automatically handles policies like limited time windows and required status.
Dues and fees
Automatically generate and charge the correct annual and prorated dues for your members, including the occassional frustratingly complex statuses and member history combinations.
Continuing education
Track professional development activities and statements, calculate credits earned per activity and category, enforce required scores year over year.
Audits and reviews
Randomly select members for simple or complex audits, assign audit reviewers to approve the submission. Audits automatically integrate with the members' continuing education information.
Committees and volunteers
Create and track committees (e.g. discipline, events, sponsorship) or less formal volunteer groups. Members can securely share files and coordinate efforts from their member portal.
Online elections and polls
Run safe and secure member-only elections, or invite users to complete less formal online surveys and polls. Restrict voting to the correct kinds of members and give them anonymous ballots.
Event registration
Manage your events, tickets, add-ons, and registrations all from inside your member portal. Enable group buys and capacity or membership status restrictions.
Learning management system (LMS)
Create courses or exams that are required, or are optional for continuing education. Include courses in your applicant or annual renewal process as required steps so users cannot move forward until they complete the course.
Member directory
Display members who are in good standing on a public directory, or create a directory for suppliers and associate members. Ensure your directory includes all mandatory or regulated information about your membership.
Job board
Allow some users to post classified ads for jobs, volunteer opportunities, or equipment. Optionally collect payment and set automatic removal dates.
Advanced reporting
Our built-in report builder allows you to drill down your data with advanced reports. Schedule email notifications to members that pop up in a query, or export everything to Excel.
Digital documents
Dynamically generate PDFs for things like membership cards, digital stamps, and course certificates. Track when each has been downloaded and optionally charge for a re-issued document.
Internship programs
Assign, track, and support interns as they work through the process towards certification. Pair your interns with an experienced member who can provide guidance.
Use your language
Change any label or text to match the language of your bylaws and industry, so that there's never any confusion.
Notifications
Send unlimited scheduled and triggered notifications to members, applicants, references, and administrators. See the full history of communication to each user.
Custom integrations
Add an integration for any third party service, and make it work seemlessly with your member portal or database.
Fully managed cloud hosting
We provide fully managed servers, database backups, error tracking, uptime monitoring, SSL monitoring, and more.
Who is Upside AMS made for?
Any organization that wants to improve how they operate, empower their staff, and delight their membership is a perfect fit for Upside AMS. Some of the industries that have success on Upside AMS are:
Regulatory associations and colleges
You credential and regulate your membership, for the public good. We help you simplify and automate this responsibility.
Professional associations
You are an organization intended to represent your profession, region, or industry. We help you engage the public and streamline your membership processes.
Member-based organizations
You provide benefits, education, and networking to your members across professions and industries. We help you focus on your purpose instead of your administration.
Trade associations
You align a regional industry towards the goals of your membership. We help you coordinate the voice of your membership.
Association management companies
You administer multiple organizations. We help you automate, streamline, and simplify your processes across clients.
How do we get started?
First we should have a chat to ensure that we're a fit for one another. Assuming we are, then we'll send you a proposal that covers all aspects of getting up and running on Upside AMS, including the full cost and schedule. It is broken down into three phases:
1. Discover
Our goal is to understand exactly how your organization works, so we can provide the best fit in Upside AMS. You give us all your data, forms, and documents for us to sift through. Things we need include bylaws, application forms, reclassification forms, standardized letters, internal policy documents, and spreadsheets. We meet multiple times to review, discuss, and plan the next phase. Starting at $5000.
2. Implement
This is where we get to work! We take all the knowledge shared during Discover and bring your workflows to life on Upside AMS. We clean and import your data. We create a beautiful new website design. You test and approve all functionality, and we make changes based on your feedback. When everything feels ready, we coordinate the big launch day. Starting at $10,000.
3. Support
Post-launch, you can reach us by email, Zoom, or phone for whatever help you need. In the background, we handle all day-to-day needs to keep everything running smoothly. We look after things like backups, security patches, and fixing those occasional (annoying!) errors. Starting at $800/month.
... going forward
As you use Upside AMS, you'll unlock its potential and develop new ideas for improving it for your organization. Great! We work together to continually enhance how you and your membership use the platform.