Our experience with Cobalt Membership Dynamics has been overwhelmingly positive. The custom-built solution is perfectly tailored to our accreditation process, and the efficiency gains have been significant. Tasks that used to require a combination of custom software, manual tracking in Excel, and other third-party software are now managed seamlessly in one system. Having a system built on the Dynamics platform has flattened the learning curve for our internal staff. Due to familiarity and comfortability with Microsoft’s suite of products, our team uses the system daily to pull reports and extract information easily. It is easier to integrate with other Microsoft applications and their built-in tools that allow us to customize the system to our specific needs. The flexibility of the annual report forms has been a huge benefit as well, allowing us to collect program data we need from accredited institutions. Our dedicated Project Manager and the Tech Lead worked closely with our team and took the time to understand our complex processes and the product we needed. This process was critical in steering the project in the right direction, with our organization providing oversight, approvals, and feedback in regular intervals. This prevented us from having to monitor every aspect of the development, knowing that Cobalt had a comprehensive understanding of our processes and business, saving us time and money in the long run. The support team also goes above and beyond to provide us with knowledge on how to find solutions on our own, empowering our team to resolve minor issues in-house. Overall, Cobalt has made our work more efficient and manageable, and their dedicated team ensures we always have the help we need.

Ease of use and set up. Not to mention all the integrations it provides that helps. Event management has become so much easier.

Leadpod has several features that make it useful and efficient lead management software which saves business time and reduces human error. It is easy to use and allows businesses to capture leads from multiple sources.