Association Management System
A complete, purpose-built platform for professional associations, trade organizations, and membership-based nonprofits.
33 integrated modules built on a proven open-source foundation
Complete Member Lifecycle
Manage every stage of the member journey -- from initial application through renewal and beyond -- with full automation and self-service capabilities.
- 6 lifecycle states with automated transitions
- Individual and organizational memberships
- Unlimited configurable membership tiers
- Mid-cycle upgrade/downgrade with proration
- Searchable member directory
- Product eligibility engine
- Lapse reason tracking and win-back
- Corporate seat-based management
Renewal Options
Flexible Dues Management
Support any billing model with automated invoicing, proration, payment plans, and a rich benefits engine that integrates across the entire platform.
- Anniversary and calendar-based renewals
- Daily and monthly proration
- Auto-renewal with stored payment
- Configurable benefit categories
- Installment payment plans
- Application surveys and approval
Regional & Interest-Based Chapters
Organize members into geographic or interest-based chapters with their own officers, events, dues, and financial tracking -- all under central oversight.
- Geographic and interest-based chapters
- Officer positions with term tracking
- Geographic eligibility rules
- Chapter-level dues and remittance
- Chapter portal with directory
- Chapter-scoped events and committees
Chapter Structure
Committee Workflow
Committee & Board Governance
Manage standing committees, task forces, advisory boards, and ad hoc groups with structured workflows and member self-nomination through the portal.
- Standing, task force, advisory, ad hoc
- Seat-based structure with term limits
- Full appointment lifecycle
- Portal self-nomination
- Meeting and attendance tracking
- Automatic karma point awards
Complete Event Management
From multi-day conferences to chapter workshops -- manage the full event lifecycle with member pricing, multi-track sessions, booth sales, and CE/CME credit tracking.
- Conference, workshop, webinar, hybrid
- Member-tier pricing engine
- Multi-track session scheduling
- Speaker and materials management
- Booth inventory and exhibitor portal
- Event visibility controls
- Automatic CE/CME credit awards
- Virtual/hybrid platform support
Event Pricing Example
CE Credit Dashboard
Education & Continuing Education
Track all CE/CME/CPD credits from any source -- events, online courses, external activities -- in a single unified system with compliance dashboards and automatic certificates.
- Unified credit tracking across sources
- eLearning with video, quizzes, SCORM
- Course sales with member pricing
- Compliance requirement tracking
- Automatic certificate generation
- External credit submission
Fund Accounting & Nonprofit Finance
True fund accounting with unrestricted, temporarily restricted, and permanently restricted funds -- plus pledge management, grant tracking, deferred revenue recognition, and Form 990 reporting.
- Three-tier fund accounting
- Multi-year pledge tracking
- Grant lifecycle management
- FASB ASC 606 revenue recognition
- Chapter financial operations
- Budget variance tracking
- Form 990 functional expenses
- Dynamic report builder with Excel
Fund Summary
Member Dashboard
Member Portal & Website
A unified self-service hub with 20+ portal endpoints. Members manage membership, events, education, committees, support tickets, and achievements -- all without calling staff.
- 20+ member-facing portal pages
- Content gating by membership
- Corporate membership portal
- Self-service renewals and upgrades
- Payment and invoice management
- Smart access-denied experience
Helpdesk & Member Support
Skills-based ticket routing, SLA management, escalation workflows, and live chat integration -- ensuring members get fast, knowledgeable support every time.
- Skills-based routing (5 levels)
- SLA targets with breach alerts
- Structured escalation paths
- Knowledge base integration
- Live chat ticket creation
- Canned responses and ticket merging
Support Metrics
Engagement Score
Email Marketing & Engagement
Association-aware segmentation, automated engagement scoring, drip campaigns triggered by membership events, and 30+ ready-to-use templates.
- Multi-dimensional segmentation
- Automated 0-100 engagement scoring
- 15 drip campaign trigger types
- 30+ pre-built templates
- Member preference center
- Daily score recalculation
Gamification & Recognition
Drive member engagement with karma points, rank progression, 45+ achievement badges, and competitive challenges -- all visible through a member-facing leaderboard.
- Karma points for all activities
- 6 rank levels (Newcomer to Fellow)
- 45+ auto-awarded badges
- Individual and team challenges
- Education and CE integration
- Portal leaderboard
Member Ranks
Advocacy Tools
Government Affairs & Advocacy
Track legislation, manage PAC contributions, coordinate lobby days, and run grassroots advocacy campaigns at both the national and chapter level.
- Legislative bill tracking
- PAC contribution and compliance
- Lobby day coordination
- Grassroots action alerts
- Response metrics tracking
- National and chapter scoping
Designation & Credentialing
Manage fellowships and professional designations through the full lifecycle -- application, committee review, award, renewal, and CE requirement tracking.
- Full designation lifecycle
- Sponsor letter and committee review
- Auto-computed name suffixes
- Application and maintenance fees
- CE compliance integration
- Revocation with audit trail
Designation Example
Jane Smith, FAPA
Fellow - awarded 2024Conference Store POS
Point of Sale
On-site conference registration, merchandise sales, and walk-in membership sign-ups -- with automatic member recognition and benefit application.
- On-site event registration
- Membership sales at terminal
- Auto member pricing
- Real-time stock visibility
- Custom branded receipts
- Immediate activation
Data-Driven Decisions
Dynamic reports, membership analytics, financial dashboards, and engagement metrics -- with Excel export and configurable filters.
Membership Analytics
Retention rates, growth trends, lapse analysis, tier distribution, and renewal forecasting.
Financial Reports
P&L by fund, balance sheet, Form 990 functional expenses, grant status, and chapter summaries.
Event Reports
Attendance analytics, revenue per event, session popularity, and CE credit distribution.
Engagement Metrics
Engagement scoring with trends, at-risk member identification, and segmentation analysis.
Dynamic Report Builder
Custom aging buckets, multi-dimensional filters, and one-click Excel export.
Dashboards
Visual overviews for accounting, membership, helpdesk, and chapter operations.
Security & Administration
Role-based security profiles, user audit trails, simplified role templates, guided installation, and automated database backups.
- 7 pre-configured security groups
- Role templates for quick setup
- User action audit trails
- Clean module manager interface
- Guided installation wizard
- Automated database backups
Security Roles
Connect with Your Tools
REST API, enterprise SSO, payment processors, calendar sync, and pre-built connectors for common association tools.
REST API
Full RESTful API for mobile apps, third-party platforms, and custom integrations.
Enterprise SSO
API keys, JWT tokens, OAuth/OIDC, and SAML for single sign-on scenarios.
Payment Processors
Stripe, PayPal, Authorize.net, and other providers for online and in-person payments.
Calendar Sync
Google Calendar and Outlook synchronization for events and meetings.
CRM & Accounting
Pre-built configuration for HubSpot CRM, QuickBooks, and other common tools.
Live Chat
Built-in live chat with automatic helpdesk ticket creation.
Why AMS?
The advantages of a purpose-built, open-source association platform
Lower Cost
No per-user licensing fees. No annual platform subscription. Open-source foundation.
Data Ownership
You own your data and code. No vendor lock-in. Export everything at any time.
All-in-One
Membership, events, education, finance, website, email, helpdesk, POS -- one platform.
Scalable
From 500-member chapters to 100K+ member national associations. Grows with you.
See It All in Action
Explore the member portal with a demo account or schedule a personalized walkthrough.