Protech leverages Microsoft Dynamics 365 to provide a comprehensive, connected association management platform. Your association staff gains a centralized database, accounting integrations, and automated workflows that help them reduce manual data entry and focus on delivering member value.

Eliminate Data Silos & Repetitive Tasks

Is your staff fighting disparate technology systems, data silos, and redundant databases? Do they spend too much time completing simple tasks? Do they wish to focus more on serving members and driving new revenue streams? Then it’s time for a change.

From membership dues billing and event registrations to professional development and financial management, Protech AMS equips trade and professional associations with a single, centralized repository for member data and the tools necessary to automate processes and streamline operations.

Deep Accounting Integrations

Protech’s deep accounting integrations with systems like Dynamics GP, Business Central, Intuit QuickBooks, and Sage Intacct ensure clean, streamlined financials across the organization, with business process and invoicing automation that eliminates error-prone manual data entry.

Comprehensive Tools for Your Team

On top of the unmatched out-of-the-box functionality packaged in the Microsoft Dynamics 365 platform, Protech delivers member-focused features that save your team time and energy:

• Membership: Provide a seamless member journey through a 24/7 self-service portal that simplifies dues, renewals, and profile management.
• Events: Streamline the event lifecycle while managing sessions and complex registration pricing in one place.
• Education: Empower members to track professional development, continuing education (CE) credits, and certifications through our LMS integrations.
• Fundraising: Successfully drive non-dues revenue by tracking interactions with donor profiles, automating gift acknowledgments, and leveraging recurring donation management.
• e-Commerce: Provide a branded, self-service online storefront with flexible payment options and automated tax and shipping calculations.
• Sponsorship: Easily manage tiered sponsorship packages and track sponsor deliverables to boost non-dues revenue.
• Exhibits: Coordinate exhibitor details and manage complex booth logistics from your AMS.
• Accounting: Eliminate manual data entry with automated invoicing and deep integrations with financial systems such as Microsoft Dynamics, QuickBooks, and Sage Intacct.
• Marketing: Connect your preferred marketing automation or email marketing platform to segment audiences and trigger personalized campaigns.
• Analytics: Equip your team to make data-driven decisions using customizable, real-time dashboards and reports powered by Microsoft Power BI.

Protech Association Management Software FAQ

How does being built on Microsoft Dynamics 365 benefit association staff?

Because Protech is built on Microsoft Dynamics 365, your staff gets an intuitive, familiar interface that functions seamlessly with other Microsoft tools. If your team currently uses the Microsoft ecosystem for daily tasks, they’ll have an easier time learning to use a tool with a similar interface.

How does Protech improve cross-departmental collaboration?

Protech’s AMS offers everything you need on one interconnected platform. Because this removes data silos across different areas of association management, such as marketing, finance, and memberships, every department can work from a single, real-time source of truth. When everyone has access to the same data, cross-department collaboration and communication become much easier.

Can non-technical staff create reports without relying on IT?

Yes. Protech makes it easy for everyday staff members to build customizable, real-time dashboards. Your team can easily pull complex reports on event ROI, membership trends, and financials without needing to write code or submit IT tickets.