# Cobalt Membership Dynamics Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Cobalt Membership Dynamics Software - reviews, pricing plans, popular comparisons to other Association Management products and more. Source: https://www.capterra.com/p/87125/Cobalt-Membership-Dynamics --- # Cobalt Membership Dynamics Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Cobalt Membership Dynamics ## What is Cobalt Membership Dynamics? Cobalt Membership Dynamics is more than just a tool to efficiently manage your members - it's a flexible, user-friendly membership management system that enables you to ENGAGE, RETAIN, and GROW your member base. Built on the Microsoft Dynamics CRM platform and featuring a robust online self-service portal, Membership Dynamics streamlines the everyday functions of your organization while providing insight into who your members are so that you can focus on connecting with them in meaningful ways. ## What is Cobalt Membership Dynamics used for? [Association Management](https://www.capterra.com/association-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $175 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cobalt Membership Dynamics?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://momentivesoftware.com/&name=Cobalt Membership Dynamics) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cobalt Membership Dynamics 4.9 (7) VS. [4.3 (469)](https://www.capterra.com/p/133851/MemberClicks/reviews/) Starting Price $175 Flat Rate, Per Month Starting Price $3500 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (7) Ease Of Use 4.0 (466) Value For Money 4.7 (6) Value For Money 4.3 (288) Customer Service 4.8 (6) Customer Service 4.6 (455) ## Cobalt Membership Dynamics alternatives [4.5 (2,207)](https://www.capterra.com/p/47428/Buildium-Property-Management-Software/reviews/) Starting price $62.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (277)](https://www.capterra.com/p/124449/GrowthZone/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.6 (98)](https://www.capterra.com/p/237509/Easy-HOA/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (645)](https://www.capterra.com/p/57588/StarChapter/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/87125/Cobalt-Membership-Dynamics/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Member Portal 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Online gateway through which members can access/update personal information Dues Management 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track and collect membership dues Membership Management 4.8 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Database of members to track personal information of individuals and families Committee Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Manage a group of members established for coordinating plans, programs, or other initiatives Member Directory 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Comprehensive list that contains information and details of all the members associated with a particular organization or group Event Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Schedule and manage the logistics of activities and other gatherings Cobalt Membership Dynamics 10 features Manage a group of members established for coordinating plans, programs, or other initiatives Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Track and collect membership dues Create and send email blasts/campaigns Schedule and manage the logistics of activities and other gatherings Activities related to raising money for a specific cause Comprehensive list that contains information and details of all the members associated with a particular organization or group Online gateway through which members can access/update personal information Database of members to track personal information of individuals and families Built-in website builder or integration with third-party site Get Advice We can help you find the software with the features you need. Features 4.7 (7) 4.7 Based on 7 reviews ## Pricing Value for money 4.7 (6) Basic $175.00 Flat Rate,Per Month Value for money 4.7 (6) 4.7 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (6) 4.8 Based on 6 reviews ## User reviews Overall rating 4.9 Based on 7 reviews Filter by rating 5(6) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MH Mary H. Vice President, Systems and Office Operations Non-Profit Organization Management ### "Collaborative, transparent implementation process with great results" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 25, 2025 Our overall experience with Cobalt has been excellent. From the very start, their team was collaborative and transparent, which made the implementation process smooth and stress-free. They helped us clean up our data during migration and delivered a system that works seamlessly for our needs. Since going live, we’ve found the system easy to use and incredibly effective in modernizing our operations. Their support team has been responsive and helpful, and the training they provided before launch set us up for success. Cobalt has truly been a great partner in helping us serve our members better. Pros Working with Cobalt has been a great experience. Their implementation process was so much better than what we’ve seen with other vendors. Instead of disappearing for months and delivering a finished system all at once, they kept us involved at every step. It felt like a real partnership. They also helped clean up our data during the migration, which made the transition so much smoother. On top of that, their self-service portal has been a game-changer—our members can pay dues online now, and we’ve cut down on all the back-and-forth with paper invoicing. We’re really happy with how everything turned out. Cons We don’t have many complaints about Cobalt. Their training before we went live was excellent, which set us up for success and reduced the need to reach out for support. On the rare occasions we do need assistance, their support team is responsive and makes things easy to resolve. Overall, it’s been a smooth experience. Switched from [iMIS](https://www.capterra.com/p/15885/iMIS/) iMIS was no longer serving the needs of our associatoin Alternatives considered [Protech AMS](https://www.capterra.com/p/132489/MX-Online/) Reasons for choosing Cobalt Membership Dynamics Cobalt felt like the better fit for our company and our needs Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sharjeel S. CRM Manager Non-Profit Organization Management ### "Effortless Transition and Improved Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 14, 2024 Our overall experience with Cobalt has been excellent. From the beginning, they understood our challenges and worked closely with us to ensure a smooth transition to their platform. The system they built for us has made our processes much more efficient, and it gives us confidence in the accuracy of our data, which is something we struggled with before. Their team is responsive and easy to work with, which is a huge plus. They don’t just offer quick fixes; they make sure we have the right solution for our specific needs. We genuinely enjoy working with them and look forward to continuing our partnership. Pros Working with Cobalt to transition from iMIS was a smooth and straightforward experience. They made sure everything was handled efficiently, which helped save us time and resources. One of the biggest improvements we've seen is in the accuracy and consistency of our data - it’s all seamlessly integrated with our other systems, which has really built trust in the platform. Our staff loves the user-friendly interface, and our members have also found it much easier to interact with. Being cloud-based has made such a difference, too; we can now access everything from anywhere without relying on extra tools. Plus, the individual membership process is so much more streamlined. Overall, we’re thrilled with how Cobalt has helped us simplify our operations and improve our overall efficiency. Cons Honestly, we don’t have any major dislikes with Cobalt. There’s always a learning curve when switching to a new system, but Cobalt’s team made the transition pretty smooth for us. Occasionally, we run into small things that we need help with or that could be tweaked, but Cobalt’s support team is responsive and quick to provide solutions. Overall, it’s been a great fit for our needs. Switched from [iMIS](https://www.capterra.com/p/15885/iMIS/) The Imes was not available for remote use at the time. It did not fit our business need so we made the switch. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Cobalt Membership Dynamics Pricing, People, service and support were major factors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VC Valarie C. Managing Director, Membership, Programs and Councils Non-Profit Organization Management ### "Process Simplification and Tight Integrations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2024 The seamless integration with some of our key tools, like Braintree, ClickDimensions, Higher Logic THRIVE and Informz and CMR, has significantly improved our operations and allowed us to better serve our members. While there are some areas that require additional time and process for code changes, the overall flexibility, customization, and robust functionality of the system have empowered us to grow and adapt. Cobalt's commitment to understanding our unique needs and delivering tailored solutions has made them a valuable partner in helping us achieve our organizational goals. Pros After a decade with our previous AMS, we realized we needed a more flexible and scalable solution to keep up with our evolving organizational needs. Cobalt's Engagement Dynamics stood out for its ability to integrate seamlessly with other best of breed systems. We have integrations with Braintree, CMR for event management, ClickDimensions, Higher Logic THRIVE and Informz, and Zoom, as well as our website's content management system. What truly set Cobalt apart was their commitment to understanding our unique requirements. They tweaked the product and added custom solutions that fit our processes perfectly, allowing us to efficiently manage everything from event registrations to member engagement. The level of support and responsiveness from the Cobalt team helped make the transition smoother. We have a unified system that met our initial needs and continues to evolve as our needs transform. Cons One area that has been a bit of a challenge for us with Cobalt's Engagement Dynamics platform is the process of making certain changes. Occasionally, we reach out to their support team for adjustments that seem straightforward to our team, only to learn that these changes require code modifications. Since Cobalt handles code changes through formal projects, this means additional steps like legal documentation and regression testing, which can extend the timeline and increase costs. While we understand the need for these precautions to ensure system stability, it can be a bit cumbersome when quick changes are needed. Switched from [NetForum Enterprise](https://www.capterra.com/p/184340/NetForum/) Need more flexibility with offerings at the time. Alternatives considered [MemberClicks](https://www.capterra.com/p/133851/MemberClicks/) [Fonteva for Associations](https://www.capterra.com/p/233481/MemberNation/) Reasons for choosing Cobalt Membership Dynamics Opportunity for growth of functionality matched with association needs at the time of transition. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KG Kevin G. IT Director Non-Profit Organization Management ### "Seamless Cloud Migration and Enhanced Member Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 11, 2024 Our overall experience with Cobalt has been very positive. Their platform has significantly enhanced our member management capabilities, integrated seamlessly with our website, and improved our data handling processes. Moving to the cloud has been a game-changer for us, providing cost savings on security and access to continuous updates from Microsoft. While there are some weak spots, as noted in the dislike section—particularly around donation tracking and the integration of our foundation activities—we're optimistic about the upcoming improvements in these areas. We do feel that the cost of the solution is a bit high, but the value it brings to our operations and the potential for continued innovation makes it a worthwhile investment for our organization. Pros We've been partnering with Cobalt for nearly a decade, and their support has been instrumental in transforming our approach to association management. When we initially sought a new AMS, our goal was to move away from a disjointed system to one that fully integrated our public-facing website with our member portal, streamlined our data processes, and supported our growing community of cardiothoracic surgery professionals worldwide. Cobalt guided us through this transition and over time, moved us from their hosted datacenter to the Microsoft cloud, which has been a game-changer for our organization. Not only has it reduced our ongoing security costs, but it also provides us with access to Microsoft’s continuous updates and R&D capabilities, offering us more opportunities for seamless integrations and system enhancements. From migrating our existing data to building a cohesive member experience that now includes single sign-on across multiple systems, authenticated webform submissions, and auto renewals for memberships and/or subscriptions, Cobalt has exceeded our expectations. Their deep understanding of our needs and their ability to deliver a robust, scalable solution has made them a true partner in our journey to better serve our members. What’s even more fantastic is Cobalt’s support. We don’t need to explain our entire business and software solution every time we open a ticket. Cobalt will ask questions to make sure they provide the right solution for what we are asking for, instead of just pushing any solution on us. This is rare in the industry. We’re excited to continue growing with Cobalt by our side as we look to the future of our organization and the evolving needs of our global community. Cons While Cobalt's platform has brought many benefits to our organization, there are still areas for improvement, particularly when it comes to donation tracking. As a nonprofit with a dedicated foundation, it's important for us to manage both member information and donation records seamlessly. Currently, we rely on Donor Perfect for our donation tracking, but it lacks the ability to easily match members with their contributions, which means we're often cross-referencing data across systems. We're glad to hear that Cobalt is actively working on enhancing their donation tracking capabilities. We're looking forward to the new features that will allow us to manage our foundation activities directly within the same system, streamlining our processes and giving us a more comprehensive view of our members and donors. Having everything in one place will be a significant improvement and a valuable asset to our organization. Switched from [Protech AMS](https://www.capterra.com/p/132489/MX-Online/) We were looking for better functionality and a better member experience. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Jami K. Membership Director Hospital & Health Care ### "Comprehensive AMS with Customization and Excellent Support " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 17, 2024 Overall, our experience with Cobalt Membership Dynamics has been highly positive. The system has proven to be both flexible and efficient, meeting the majority of our needs right out of the box. We’ve been able to seamlessly track our Account/Individual Membership, Certification, and Accreditation data in one centralized system, which is a rarity without going for a fully custom and expensive solution. Cobalt's training was incredibly thorough, and as a result, our team is more self-sufficient and doesn't need to rely on support as much as we did with previous systems. When we do need assistance, the support team is responsive and quick to address any issues. We also value how Cobalt took our feedback seriously, incorporating new features, like the universal cart, into future product releases. The integration with Microsoft products like Outlook and Teams has been seamless, and even small, but essential features like bulk record updates make our day-to-day work easier. Cobalt has given us a well-rounded, adaptable system, backed by a dedicated team, which has made a real difference for us. Pros I've been through four AMS upgrades during my time with the Urgent Care Association, and Cobalt’s Engagement Dynamics has been the most efficient and flexible system we've used. With our previous AMS platforms, like YourMembership and NOAH, we had to rely heavily on support for any small changes or issues. However, with Cobalt, thanks to their in-depth training and the customizable nature of the system, we rarely need to reach out for support anymore. One of the standout features of Cobalt is its ability to track Account/Individual Membership, Certification, and Accreditation data all in one system. Finding a vendor that can handle all three without requiring an expensive, rigid, custom solution is rare. Cobalt’s out-of-the-box product met most of our needs, saving us time and money during the implementation. There were a few features missing when we first signed on, but Cobalt was responsive to our feedback and incorporated those features into a future release. For example, the addition of the universal cart has been a great enhancement for our users, allowing them to easily add event registrations, membership applications, and more, with appropriate pricing for members and nonmembers. The integration with Microsoft products like Outlook and Teams is seamless, and we’ve really taken advantage of this. It’s so helpful to see historic communication, notes, and emails tagged to a Contact or Account to get the full context of our customer relationship. We've also benefited from small but important features, like the ability to update multiple records at once and send checkout links that do not require a login for someone to pay for that cart or order. It may seem minor, but it has made a big difference in our daily operations and productivity. Overall, Cobalt has provided a robust, adaptable system backed by excellent support. Cons Occasionally, a minor detail might get overlooked or an important intricacy is missed in a routine task for us, which can require us to reach out to Cobalt for assistance to figure it out. While this can slow us down temporarily, we appreciate that the issues are usually small and that Cobalt’s Support team is responsive and quick to help. Their eagerness to resolve problems ensures we’re able to get back on track without much disruption. Switched from [NOAH](https://www.capterra.com/p/27168/NOAH/) [YourMembership](https://www.capterra.com/p/76329/YourMembership/) In previous systems UCA had to rely heavily on support for small changes and issues and we were looking to have a more autonomous experience. We also wanted to partner with a group using a Microsoft based platform to ensure we received the continuous enhancements of MS technologies and that we could seamlessly integrate with other MS suite products. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JP Jamie P. Program Accreditation Manager Higher Education ### "Tailored, Efficient Solution with Exceptional Support " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2024 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 to operate day-to-day, pull reports, and extract information, due to familiarity and comfortability with Microsoft’s suite of products. 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. While there have been occasional minor issues when upgrades impact custom features, Cobalt’s quick and responsive support team consistently addresses these problems with minimal disruption. Their in-house Project Manager and support team provide personalized service, making us feel truly supported throughout the entire process. 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. Pros Cobalt’s custom-built solution has been a game-changer for our accreditation body. The system is tailored to our exact accreditation process, and the efficiency gains have been significant. Before switching to Cobalt, we were using a mix of custom software and Excel spreadsheets to track key activities like site visits and evaluators. Now, everything is centralized, and the entire accreditation process is tracked in one place. We also really appreciate the flexibility of the annual report forms, which allow us to gather program data from accredited institutions. The support we receive is top-notch—quick, personalized responses from a team that includes both our dedicated Project Manager, Consultant, and Customer Success team. It feels like the whole team is working together to ensure we have the best experience possible. Cons Occasionally, when an upgrade rolls out, it can interfere with one of our custom features. However, Cobalt has always been quick to respond and resolve the issue, ensuring we experience minimal disruption. Their prompt support and attention to fixing any problems have been much appreciated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WT Weronika T. Manager Furniture ### "Cobalt Membership Dynamics 2023 Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 25, 2023 My experience with Cobalt Membership Dynamics has been positive, as it provided a robust and feature-rich solution for managing memberships and engaging with members. While there were some minor challenges along the way, the platform ultimately delivered on its promises and contributed to the success of our membership programs. Pros I particularly appreciated the comprehensive range of features offered by Cobalt Membership Dynamics, which allowed for seamless management of memberships and provided valuable insights for effective member engagement. The platform's intuitive user interface and customizable options were also standout features that greatly enhanced the overall experience. Cons One aspect that I found slightly challenging was the learning curve associated with mastering all the functionalities and settings within Cobalt Membership Dynamics. Additionally, occasional technical issues or delays in customer support response time could be frustrating at times. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)