Design the Form.
Automate the Outcome.

Association management software (AMS) that puts your member database, association CRM, voice-enabled forms and visual workflows on one platform, purpose-built for Canadian associations.

Workflow Studio V2.0 - Automate the Outcome Diagram
The Modern Microsoft Stack

Engineered on Azure.
No Integration Tax.

When the AMS and the website are separate systems, every new field, portal or bilingual launch becomes a project across both. AssociationServer runs them on one platform and one data model, so it doesn't.

AssociationServer 5 collapses that stack. AMS, content, commerce, events, community, and workflows all run on one Microsoft Azure foundation, sharing one data model. Orchard Core powers the Content Studio .NET 9 powers the engine. Azure powers the delivery. It's all one platform.

Nothing to integrate. Nothing to drift. Nothing to break.

No vendor lock-in Open-source foundation Canadian-owned & hosted
Architecture
  • Microsoft Azure Cloud Fabric

    Canadian hosting across two Azure regions, with cross-region disaster recovery. Sovereignty details →

  • .NET 9 + [ASP.NET](http://ASP.NET) Core MVC

    Microsoft's latest LTS — performant, supported, enterprise-proven.

  • Orchard Core CMS

    Open-source content engine. Powers our Content Studio.

  • SQL Server + Dapper

    Relational integrity for complex association data.

Core Capabilities.

Flexible and highly configurable, refined over more than 20 years with national and provincial associations across Canada — an ecosystem you can build on.

Membership Management

Automate complex renewals, dues processing, and member lifecycle tracking with precision data integrity.

Association Management

Centralized administration for complex organizational structures and multi-chapter governance.

Event Registration

Member pricing, promo codes, waitlist management, and a persistent cart — all synced live from your AMS.

View Registration →

Upcoming

Event Management

Build events in your AMS and they appear on your portal automatically. Sessions, capacity, pricing tiers, and category thumbnails — no web team involved.

View Management →

Sponsor & Exhibitor Management

Sponsor relationships, exhibitor booth assignments, recognition workflows, and event-tier benefit tracking — integrated with your event registration and member data.

Learn more →

SmartList Segments

Dynamic, real-time segmentation that drives dashboards, targeted content and automated workflow triggers.

Explore Intelligence →

AI Member Query

Ask plain-English questions about your membership — who owes a balance, who attended an event, who's eligible — and get an editable list back.

Ask Anything →

AI Assistant

Included for staff and members, by text or voice, in English or French: instant answers, with escalation to our team when you need a person.

Learn more →

Dynamic Reporting

Purpose-built staff dashboards, SmartList results with CSV export, and Power BI integration.

Learn more →

Mobile-First Staff Portal

Run the entire association from a tablet or phone — process renewals, approve workflows, manage events, and access member data with full administrative capability.

Learn more →

Mobile Member Experience

Touch-optimized portals, voice-enabled forms, and mobile-friendly workflows that work everywhere your members do — no separate app to download or maintain.

Online Store & E-commerce

Unified shopping for digital and physical goods with tax set per product and member-only pricing.

Learn more →

Communications Engine

Email and SMS tied to workflow stages, renewals and events, with member context, scheduling and delivery analytics.

Learn more →

Bulk Email Engine

Bilingual campaigns to SmartList audiences, with consent and unsubscribe handling, scheduling, tracking and campaign history.

Learn more →

Managed Listservs

Community email discussion groups kept in sync with member data.

Learn more →

Member Engagement

Measure, improve, and target your content based on key performance indicators and real-time behavioral data.

View Platform →

Member Hub

Secure, role-based community forum for peer networking and collaboration.

Explore the Hub →

Member Directory

Searchable directories reflecting live data managed by staff in the AMS.

Learn more →

Workflow Studio

A visual workflow designer on an engine in production since 2016, with a growing library of Solution Blueprints.

Learn more →

Design Studio

Bilingual forms with payments built in, written straight to your AMS fields — no programming required.

Take the Tour →

Content Studio

Bilingual page authoring with live preview, role-based publishing and AMS-aware components.

Explore the Studio →

Content Management

An enterprise Orchard Core CMS, licence-free, with built-in e-commerce and content targeted by SmartList.

See Websites →

Bilingual Messaging

A native language layer for all services: English and French, ready to activate across your platform with a toggle.

See How →

Service Portals

Role-based online portals for specialized programs, certifications, and gated member services.

See Blueprints →

Security & Compliance

Enterprise-grade data protection and Canadian data residency, built into the Azure Cloud fabric.

Learn more →

Always-On Infrastructure

24/7 monitoring, automated backups, and cross-region disaster recovery between two Canadian Azure regions.

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Data Architecture

Relational integrity built for association data, with each client's data in its own database.

Learn more →

Support & Warranty

How-to support is included for every staff user. Platform defects, and configuration we build for you, are fixed under warranty at no charge.

Learn more →

Sandbox Environment

Full-cycle testing and staging environment for building, validating, and optimizing new workflows before live deployment.

Learn more →

Open REST API

Connect existing software with documented API endpoints.

A subscription isn't a membership.

A membership has structure: categories and terms, roles and relationships, joins, renewals, upgrades and lapses. AssociationServer runs it as a lifecycle, with a process behind every step.

The staff workspace

  • Individual Snapshot. One screen per member: an AI summary of the record (on by default, can be switched off), a five-year engagement chart with the scores behind it, a timeline, alerts for expired memberships, balances owing and overdue follow-ups, and the member's to-dos, activities, groups, emails, invoices and subscriptions.
  • Home. What needs action today, pinned and recent records, today's pipeline and events, the next 14 days, key figures and trends.
  • Pipeline. Every workflow live: in flight, blocked, needing action, deficiencies and fees due, with a review drawer for any case.
  • Online Presence. Your website's upkeep and reach: SEO gaps, translation drift, unpublished drafts and stale pages, plus member visits, page views, form submissions and topic follows, by page, language and editor.
  • Engagement. Scores for each member, plus overall and organization-level views.
  • Communications and Support dashboards.

Also built in: QuickBooks Online journal posting, and eBlast email with consent and unsubscribe handling, audiences, bilingual sends and campaign history. See the full staff workspace →

Need a field we don't have? Your staff add it themselves. Custom fields →

Advanced Form Builder
Interface Engine Live

Design Studio

The Interface for Your
Living Ecosystem.

Empower your staff to design and deploy high-performance member interfaces—no programming required—by leveraging the same **graphical design tools** that power your **Workflow Blueprints**. Capture, validate, and process data in real-time with zero friction.

AMS Integration

Native connection to core AMS fields or create custom fields instantly.

Payment Ready

Connect to any provider to securely process dues, fees, or donations.

Advanced Search

Smart lookup controls make complex data entry a breeze for any user.

Plug & Play

Embed custom forms on any website or CMS with one line of code.

Workflow Studio

The Heart of Your
Living Ecosystem.

Empower your staff to personalize complex member journeys using **graphical workflow design tools**—no programming required—by leveraging a growing library of **Workflow Blueprints**. These blueprints allow your team to deploy sophisticated, end-to-end services that instantly unify your staff AMS and online member portals.

01

Intelligent Triggers

Initiate instantly via web forms, real-time SmartList matches, or dynamic status changes.

02

Conditional Logic

Direct approval paths with sequenced states and if/then logic that knows your data.

03

Automated Actions

Auto-assign tasks, update member status, manage group participation, or publish to Partner APIs.

Workflow Studio Interface
Self-Aware Engine Live

Ready to see it on your own process?

New workflows in days, not months. Tell us what you run today and we'll give you a ballpark at no charge.