Aptify

Membership management for associations and unions

Aptify is association management software for member-based organizations. The vendor built it for complicated membership processes and dues structures, and for non-technical staff who need to run reports, build dashboards and manage member data without going to the IT department. It says it has partnered with member organizations, including associations and unions, for more than 25 years.

A suite that can be configured

The system ships with twenty-one ready-made applications plus six optional add-on modules, covering areas from events and committee management to accounting and inventory. The company says its approach follows industry practice closely enough to meet most requirements without configuration, while the platform stays flexible enough to be tailored to an association's own processes. Upgrades are included in standard maintenance, and an organization can add modules or connect other systems without rebuilding the core.

One source of member data

Member and financial information is held in a single database, or connected to third-party systems. Staff can search the whole database to find a member, and can design the views and reports they want. Drag-and-drop automation tools and centralized data are meant to save staff time. The site also notes that the software works responsively on mobile devices, so staff stay connected to the organization and its members.

What members see

Members get branded e-commerce sites for payments, orders and preferences, with a familiar shopping experience. They can update contact information, set communication preferences, place orders and view their order history and payments themselves.

Who uses it inside an association

The vendor describes uses for leadership, who want benchmark data for tracking goals and spotting growth; membership teams, who work from a single record to attract and retain members; finance, for managing financial data and processes; IT, for a system that scales and integrates; and general staff, who need an interface they can use daily.

International use

Associations that work across borders can use multi-language, multi-currency and multi-time zone capabilities.

Aptify is association management software built to handle complicated membership processes and dues structures. It is designed so that non-technical staff can run reports and manage member data without calling on IT.

What Aptify offers

• Out-of-the-box applications: 21 applications cover processes across an association, with six add-on modules.
• Central member database: member and financial information held in a single place, or integrated with third-party systems.
• Reporting and dashboards: staff can create their own views and reports.
• Automation: drag-and-drop tools to save staff time.
• E-commerce sites: branded sites for payments, orders and preferences.
• Member self-service: members can update contact details and view orders and payments.

Clients

Member-based organisations. Aptify teams cover leadership, membership, IT and finance.

Key facts

• Experience: over 25 years working with member organisations
• Upgrades: included in standard maintenance