Welcome to Apex V5 -- the newest generation of peak performance software for organizations that like to stay three steps ahead of the curve. Designed and written by Association Technologies for Microsoft Windows, Apex is fully customizable. It was built from the ground up, not retooled or rewritten like many association management programs, so you can achieve optimal performance and efficiency like never before. Apex offers associations of all sizes a comprehensive lineup of management modules including: Complete Customer Relationship Management, Memberships & Subscriptions Management, Events & Education Tracking, Reporting & Queries, Committees Management, and Web-based Tools. Apex is so easy to use that almost anyone on your staff can manage and maintain your database without the extra expense of retaining a consultant. You get a high return on your investment, plus a system that is ready to roll when you are. This is Apex. Brace yourself for ultimate productivity, now and in your future.

Customer Relationship Management (screenshot)

Knowing your customers — who they are; what they do for work, for fun; where they fit into your organization’s framework — is the key to good customer relationship management. From simple demographics like phone numbers, addresses and e-mails to education, financial standing and even special dietary requirements, Apex makes it incredibly easy to track each individual so that at every point of contact, you make them feel like they are your only customer. The Apex CRM module lets you connect members by whatever groupings you wish, assembling them by zip codes, financial status, special interests and more, so that your marketing strategies can be as targeted or as general as you need them to be.

Memberships & Subscriptions (screenshot)

Staying current with the membership status of every customer gives you peace of mind and helps to ensure your organization’s viability. Track members’ dues and subscriptions, send invoices and notices, print a member directory and mailing labels using this critical management module. Data collected with this tool is easily accessed by Apex’s Reports and Queries module for optimum member management, marketing and operational efficiency.

Events & Education Tracking (screenshot)

When you have customers that need to increase their knowledge and professional expertise through your accredited coursework and events, Apex can help record and store every important aspect of the process easily and proficiently. Whether for a one-hour class or a multi-day event, you’ll be able to register participants, send invoices and confirmation letters, print badges and tent cards, track earned credits and generate each customer’s history year after year with complete accuracy and confidence.

Reporting & Queries (screenshot)

Save time and money using this Wizard-driven Crystal Reports® tool to create customized queries step-by-step without the complications found in similar products. Written in language anyone on your staff can understand, Apex generates your reports with ease. You even have the option to choose from several different reporting formats, such as Excel or Word. An easier system for managing customer databases can’t be found. With this module we’ve saved the best for last: Apex now features the Crystal Reports® E-Mail Wizard, making communications with members easier than ever before. E-mail a .pdf of any Crystal report to just one member or to as many as you want. Send dues notices, invoices, confirmation letters and more, seamlessly. There is nothing this easy and efficient available from any other association management program.