Membership

Protech’s association management software, built on the powerful Microsoft Dynamics 365, creates exceptional member experiences with single sign-ons, mobile responsive design, and streamlined billing.

Members can access their profiles 24/7 through SSO to edit their payment information, upgrade their plan, shop for merchandise, or register for events.

The MX feature empowers you to:

• Save time and support member retention.
• Keep members connected throughout the online experience.
• Engage with members on-the-go with mobile apps.
• Provide 24/7 access to member information and resources.
• Simplify complex member renewals.
• Easily manage chapters, committees, and rosters.

Learn more about membership capabilities

Events, Sponsorships & Exhibits

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:

• Simplify the meeting setup and registration process for members and staff.
• Copy registration, session, and facility details from one event to the next.
• Manage exhibitor transactions for booths, badges, miscellaneous products, cancellation fees, and complimentary exhibitor badges.

Education & Professional Development

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.

Here are some ways Protech streamlines professional development tracking:

• Records an accurate education history and tracks certification progress.
• Creates a consistent learning experience through a preferred learning management system (LMS).
• Links accreditation and certification courses with product sales and meeting sessions.

Fundraising

With Protech’s fundraising feature, you can better support your association’s most important initiatives through streamlined fundraising processes and donor management.

By creating donor profiles and tracking donor interactions, you can maximize new opportunities with insights needed to nurture donor relationships.

Here are some ways Protech’s association management software can help you fundraise:

• Make donating easy with recurring gifts, in-kind donations, and auction item processes, all without adding to your team’s administrative workload.
• Process invoices manually or automatically to deliver an exceptional and transparent donor experience.

Financial Management

Protech’s association management software uses Clover Connect to seamlessly integrate a secure payment processor within a business management tool.

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.

By harnessing the power of Microsoft Azure Cloud, a trusted cloud computing platform, Protech ensures you can securely store all member data.

Here are some ways Clover Connect and Protech’s AMS integrate for seamless financial management:

• Integrate your preferred financial management software, such as Dynamics GP, Sage Intacct, Business Central, or Intuit QuickBooks.
• Automate manual accounting processes and give your team the ability to make quick decisions and avoid financial tracking errors.

Learn more about Protech’s payment processing

Marketing

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.

Here are some ways Protech simplifies marketing for associations:

• Integrate your association’s marketing automation or email marketing platform to maintain automated and personalized outreach campaigns.
• Send emails directly from Microsoft Dynamics 365 to one member or hundreds.
• Create member segments to send communications to committee or roster members.
• Easily track campaign progress, open and click rates, and much more through seamless integrations with platforms like ClickDimensions.