Sydney, November 2025 — Strata Community Association (NSW) is proud to announce the successful launch of its new Customer Relationship Management (CRM) platform, Microsoft Dynamics 365 Upbeat, implemented in partnership with Professional Advantage. The CRM and accompanying membership portal officially went live in July 2025, marking a major milestone in SCA (NSW)’s digital transformation journey.
A Central Hub for Member Value and Association Operations
The new CRM now serves as the operational backbone for SCA (NSW), enabling a single source of truth for critical association information. The system manages and integrates key functions including:
- Licensing data
- Full visibility of member engagement and interaction history
- Event registrations
- Tracking and reporting on Professional Standards Scheme education requirements
- Education purchases
- Webinar sign-ups
- Improved reporting insights
- Seamless connection to the upgraded education platform
- Stronger, more targeted communications
- New member conversion and onboarding
- A fully digitised membership sign-up process
This unified system replaces legacy processes and provides the association with the flexibility, efficiency, and transparency needed to support its growing member base.
Why Microsoft Dynamics 365 Upbeat?
SCA (NSW) selected Microsoft Dynamics 365 Upbeat as its CRM of choice due to its strong alignment with the needs of modern associations and its proven track record across the Australian not-for-profit and membership sector. The platform offered the scalability, configurability, and industry-specific capability required to manage the breadth of SCA (NSW)’s services.
Expert Implementation by Professional Advantage
Professional Advantage was engaged to implement the CRM, selected for their extensive experience working with associations and their deep understanding of membership-driven operations. Their familiarity with the nuances of association workflows, reporting obligations, and project delivery timeframes enabled a smooth end-to-end implementation.
“The new CRM enables us to engage with and provide a level of value to our members that simply wasn’t possible with our previous system,”
Robert Anderson, President SCA (NSW)
A New Membership Portal Powered by Agend and Iugo
Complementing the CRM, SCA (NSW) also launched a new Membership Portal—designed as a one-stop shop for members and hosts. Connected directly to the CRM, the portal provides access to:
- Personalised education results
- The latest association news and updates
- A library of more than 80 best-practice guides
- Streamlined self-service options
The portal was developed by Iugo using the Agend platform. SCA (NSW) selected Iugo not only for their deep understanding of association needs, but also for their established partnership with Professional Advantage. This collaborative relationship allowed both solutions to be delivered within a single project – driving efficiencies, reducing costs, and ensuring seamless integration between systems.
