Organization Management | SailAMX

SailAMX Organization Management

Organization Management

Member organizations and firm admins will be able to do more with your association than ever with easy-to-use membership and course registration tools.

Equipping organization and firm administrators to easily and effectively interact with your association only increases the possibility of serving members in those organizations. From getting new members, to selling learning products, to processing renewal payments, SailAMX organization roster tools make things easy.

SailAMX roster

ORGANIZATION USER MANAGEMENT

Member organizations can maintain their own rosters and pay for their staff's memberships with your association.

Organization and firm administrators have easy-to-use self-service tools on your association's website so that they can maintain their organizations involvement and participation.

ORGANIZATION PRODUCT PURCHASING

"Group sales" has never been easier than when organizations use your website to register their staff for events and learning.

Organization and firm administrators can purchase your associations learning products for their staff. This helps organizations plan their own learning, and it brings more sales volume to you.

SailAMX organization purchasing

... AND MUCH MORE

Equipping organization and firm administrators to easily and effectively interact with your association only increases the possibility of serving members in those organizations. From getting new members, to selling learning products, to processing renewal payments, SailAMX organization roster tools make things easy. Additional features include:

Organization membership and subscription billing
Organization shared credit cards and account credit
Organization self-service invoice printing and download
Peer Review tracking & billing (for CPA associations)

FEATURES THAT MATTER

Offering your organization, your staff, and your members more capability than ever.

Member & User Management

Making it easier than ever for professionals to join your association and giving you the data you need to serve them well.

Organization Management

Member organizations and firm admins will be able to do more with your association than ever with easy-to-use membership and course registration tools.

Website Management

Easily transform your website into a hub of content and engagement for users.

CRM

Our built-in customer relationship management tool makes it easy to keep track of member and potential member information and communications.

Marketing & Communications

Attract, retain, and foster strong relationships with your members by sending targeted messaging through built-in digital marketing tools.

E-Commerce Features

Buying things online is the norm these days. Make sure your members have no problems doing so at all.

Online Community Platform

Your member can ask questions, find answers, and engage in civilized online discussion about professional topics – available through online forum and email.

Continued Education Management

Your members and other customers can enjoy a seamless online learning experience – from registration to attendance to certification – all on SailAMX.

Accounting Support

SailAMX integrates accounting structures to save your staff time and energy.

Reporting & Analytics

Get a strategic view of every part of your member experience, membership, financials, registrations, and more

Event & Product Management

Making event and product pages easy to set up for your staff is an important piece offering the best experience to your members.

Private Event Fulfillment

Your members' organizations can host private in-person or online events and get the full experience, including event checkins and attendance verification.

Online Events & Learning

Host high-quality live streams, webcasts, webinars, and on-demand learning experiences on SailAMX.

System Features

It really is easy to move from legacy AMS tools to SailAMX.

Off-The-Shelf APIs

SailAMX works seamlessly with other leading tools and programs that serve associations and your members.