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Cobalt AMS

Cobalt AMS, built on Microsoft Dynamics 365, helps associations modernize operations, improve accuracy, and enhance the member experience. 
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Benefits

Why mid-to-enterprise-level associations should choose Cobalt AMS

Cobalt AMS simplifies membership, certification, events, and more—all in one flexible system. Staff work smarter with Microsoft tools, and members enjoy a seamless experience.

Copilot in Dynamics 365 helps staff write emails, summarize notes, and uncover member insights—freeing time for strategy. Take it a step further with Cobalt’s embedded chatbot—powered by your records—to deliver intelligent, tailored responses inside your system.
Cobalt runs on Dynamics 365, integrating Outlook, Teams, and Power BI directly into your AMS. No more juggling systems—just smarter work.
Manage applications, exams, renewals, and badges in one place. Members track progress easily, and staff save time with automation.
Power BI dashboards turn data into insights. Monitor key metrics in real time and make confident decisions with a full view of your organization.
features

Smarter AMS features built on Dynamics 365

From daily task automation to data-driven insights, Cobalt puts modern AI and Microsoft innovation at the heart of association management.

Member management 

Easily track the full member lifecycle, from applications and renewals to engagement history in a single dynamics-based system.

Reporting

Gain real-time insights with customizable dashboards and detailed reports that help staff make smarter, data-driven decisions.

Certification

Streamline certification with tools that reduce staff effort and empower learners. Use it standalone as Momentive certification management software or integrated with your AMS.

Event planning

Simplify event registration, communication, and attendance tracking with integrated tools that reduce manual effort.

AI

Boost productivity with Microsoft Copilot, which drafts emails, summarizes meetings, and automates routine tasks using plain language.

Automation

Eliminate repetitive work by setting up workflows for renewals, reminders, and follow-ups with simple, no-code tools.
"From day one, Cobalt has taken the time to understand our unique needs and has provided solutions that not only streamline our processes but also enhance our member experience. The transition to the Microsoft cloud, guided by Cobalt, has been seamless and has significantly reduced our security costs while opening doors for future growth. Their team is responsive, knowledgeable, and always ready to go the extra mile to ensure we’re getting the most out of our system."
Kevin Gilmartin​
Vice President of Information Technology, Society of Thoracic Surgeons
request a demo

Experience the power of Cobalt AMS

Discover how Cobalt streamlines membership management, boosts engagement, and drives growth—schedule your personalized demo today.

Explore more AMS features

Attract, engage, and retain members with everything you need in one place, saving your staff time to focus on a better member experience.
Sell, collect, and manage dues, event registrations, donations, and merchandise in one seamless e-commerce platform that drives 
revenue growth. 
Turn data into decisions with real-time insights on membership growth, retention, engagement, and more through reports and dashboards.
Easily manage your committee meetings to annual events from planning to registration, and reporting. 
Automate and simplify financial workflows, allowing you to track detailed financial records associated with orders, transactions, and more.
Turn every interaction into insight by centralizing your member data instead of juggling multiple systems.
Boost staff productivity by automating routine tasks that free your team to focus on higher-impact work and surface actionable insights and recommendations.
Build trust, create member connections, and foster a strong community with personalized messaging tools.
Choose the right technology partner for your implementation, optimization, and beyond.