Empowered Member Management

With Association Member Management Software

Effective membership management starts and ends with your ability to manage your association’s finances. You must be able to efficiently process financial transactions with your members, create and send invoices to them, and process their payments. But streamlined membership management is a matter of several productive components.

An Engaged & Productive Team

Protech’s member management software solution, UX Online, is designed to help you develop and maintain lasting member relationships, increase productivity, reduce costs and grow revenue streams. Our association membership management software solution provides a comprehensive set of capabilities that automate your most important processes and provide immediate access to the information you need to deliver premium service and an unmatched member experience.

A Single, Centralized Online Member Management Solution
A single, centralized database – one system of truth – is the linchpin to driving streamlined operations. From dues billing and event registrations to professional development and subscriptions management, UX Online provides a single, centralized location for all of your membership management activities. Role-based search, queries, dashboards and reporting tools empower you to quickly analyze and share accurate and real-time information with your team. Leverage the power of Protech’s cloud member management solutions to:
  • Eliminate data redundancy and duplication of effort
  • Automate unique policies, processes and business rules
  • Collaborate through multiple communication channels and workflow automation
  • Access information from virtually any device, anytime and anywhere through the cloud
  • Maximize staff productivity with the world-class Microsoft Dynamics 365 user interface
Integrated Financial Management

The robust, association-specific financial management functionalities of Protech’s membership management software solution seamlessly connect your website and front- and back-office accounting systems to flow financial membership information throughout your entire organization. Built-in financial reporting delivers both the details and the big picture necessary to:

  • Monitor and improve membership transactions and overall organizational performance
  • Automatically post transactions and assign general ledger accounts to every product
  • Analyze member-specific and organization-wide financial information
  • Automatically process invoices based on predefined, membership-specific installment schedules
  • Ensure a smooth annual audit with audit controls and PCI-compliant standards
  • Process credit card, check, cash and gift certificate payments, voids and credits with real-time authorization
  • Produce daily, weekly and monthly financial reconciliation reports for deposits, general ledger entries, revenue and more

Automate Your Membership Growth