The Cobalt Company logo

The Cobalt Company

by The Cobalt Company · Since 1996
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ActiveAvailable globallyCloud
Quick facts
VendorThe Cobalt Company
Year launched1996
StatusActive
LocationPresidential Tower 2550 S Clark St, Suite 850, Arlington, Virginia 22202, US
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact salesYES

About The Cobalt Company

Cobalt is a CRM software from The Cobalt Company that helps associations, certification organizations, and businesses find hidden value in their customer data through tailored solutions. It combines membership management, engagement tracking, eCommerce capabilities, subscription services, and certification software so organizations can maximize their technology investment. By providing tools designed for membership and credentialing experts, Cobalt facilitates meaningful partnerships and aids in driving success. The platform also supports keeping users informed with relevant industry news and notes. Key capabilities: membership management engagement tracking eCommerce capabilities subscription services certification management Best for: associations and certification organizations that need tailored CRM solutions for better customer data utilization.

The Cobalt Company, a customer relationship management (CRM) solution built on Microsoft Dynamics 365 and the Power Platform, is a powerful tool tailored for associations, certification and accreditation bodies, and small businesses. It offers pre-built modules and development services to customize the CRM to meet specific organizational needs. Leveraging the familiar Microsoft Dynamics 365 platform, The Cobalt Company provides a user-friendly interface that is intuitive and adaptable. The software boasts a wide range of functionalities, including contact management, lead nurturing, opportunity management, sales pipeline management, and reporting. For associations, it offers membership management features, while for certification bodies, it provides certification management capabilities. Additionally, The Cobalt Company offers functionalities specifically designed for small businesses. The integration with Microsoft Power Platform allows users to leverage Power Automate for workflow automation and Power BI for advanced reporting and data analysis. While specific performance and reliability data are limited, the underlying Microsoft Dynamics 365 platform is known for its scalability and robust infrastructure. This suggests that The Cobalt Company can handle large data sets and complex tasks efficiently.

Pros & Cons

What users like
  • +Deep integration with Microsoft Dynamics 365.
  • +Industry-specific modules for associations, certification bodies, and small businesses.
  • +Comprehensive support services for CRM and AMS implementations.
  • +Flexible customization options for different industries.
  • +Cloud migration expertise ensures security and performance.
What users flag
  • Complexity in implementation due to customization.
  • Dependency on Microsoft ecosystem.
  • Long implementation timelines for custom solutions.
  • Limited information available on pricing
  • May require ongoing support contracts for maintenance.

Features

Key features

1. Microsoft Dynamics 365 Integration
Uses the Dynamics 365 platform for robust CRM capabilities.
2. Association & Membership Management
Tailored for associations to manage members, certification, events, and more.
3. Cloud Migrations
Secure migrations to the cloud for better performance and scalability.
4. Custom Solutions
Flexible modules tailored to different industries.
5. Support & Managed Services
Offers ongoing support for AMS and CRM implementations.

Additional features

1. Engagement Tracking
Track member or customer interactions.
2. eCommerce
Integrated solutions for managing transactions.
3. Membership Management
Manage memberships and subscriptions.
4. Certification
Track certifications and accreditations.
5. Event Management
Tools to manage and track events.
6. Portals
Customer or member portals for self-service.
7. Implementations
Custom CRM and AMS implementations.
8. Support & Managed Services
Dedicated CRM support teams.
9. Licensing
Microsoft Dynamics 365 licensing support.
10. Project Rescues
Rescue CRM/AMS projects that are underperforming.
11. Custom Dashboards
Create tailored dashboards for certifications or other metrics.
12. Transparent Contracts
Offers clear and upfront contracts.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
10
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇨🇭CHF🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB

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