Exceed Software


 

Telosa Software’s Exceed products support the most common nonprofit management tasks, including fundraising, donor and contact management, event planning, volunteer coordination, constituent communications and reporting.

The Exceed donor and contact management module tracks names, addresses, custom greetings, interaction details and solicitor information. Automatic reminders can also be set to send notifications to managers about scheduled appointments and other activities related to an individual donor or groups of donors.

The fundraising management module tracks gift amounts and dates, payment methods, credit card numbers and pledge schedules and balances, and generates acknowledgement letters to mail or email.

Mailing and data export features support sending mass emails, the creation of letters, envelopes and mailing labels for direct mail, standard and custom reports and more.

Telosa offers three versions of Exceed: Basic, which includes the system's core functionalities; Premier, which has enhanced features and additional management modules; and Beyond, a cloud-based fundraising management platform.

 

Exceed - Communication tools
 
  • Exceed - Communication tools
    Communication tools
  • Exceed - Donor profile
    Donor profile
  • Exceed - Website donation forms
    Website donation forms
  • Exceed - Event management
    Event management
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8

10 Reviews of Exceed

 

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Software Advice Reviews (9)
More Reviews (1)

Showing 1-9 of 9

Jeff from New Directions Foundation
Specialty: Human Services
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Will Exceed exceed your expectations?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I used this database for a little over 4 years. While it was basic and easy to use, it was somewhat limited. But, for the money, it was a bargain. It's a good alternative to an excel spreadsheet or access database for a small organization. It stores donor data, allows you to retrieve it, does letter merges and other fundamental stuff. It is not cloud based or integrated with any of the other shiny new toys. They have since introduced a cloud-based version with more bells and whistles - but I haven't used it and can't comment on it.

Pros

Easy to learn, easy to use. Support was there for us when we needed it. Very low cost. Smaller company that seems to care about your success.

Cons

Very limited in what it could do. Not cloud based. Reports take some learning.

 
 

Leslie from San Mateo County Health Foundation
Specialty: Healthcare & Hospitals
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Review of Exceed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The San Mateo County Health Foundation migrated to Exceed before I joined the organization. As the Foundation grows its donors I am finding Exceed not be easy to use and there are features and functionality that are not available.

 
 

JB from GE
Specialty: Healthcare & Hospitals

March 2015

March 2015

This is my review title

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This is a well integrated tool, which allows me to use my computer as a terminal while accessing network resources.

Likes Least

it requires some knowledge of network communication protocols in order to work out some details.

Recommendations

There is an online forum available for user knowledge sharing if needed.

 
 

Elzie from we brow
Specialty: Political Organizations

February 2015

February 2015

Bloomberge

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I think the product is a great product. I enjoy the ease of use.

Likes Least

The vender product was very easy to understand and use. I will recommend to others.

Recommendations

I would read all the directions carefully before using the software.

 
 

Brian from Siemens
Specialty: Corporations

February 2015

February 2015

Exceed reviw

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Product has a number of configuration options (e.g., users can specify DPI, number of colors).

Likes Least

Connections are sometimes difficult to set up, and there is little feedback to troubleshoot when unable to connect.

Recommendations

For any software evaluation, users should consider use cases (i.e., how they expect to use software), then check how the software runs in those cases.

 
 

Alan from Hebert Technology
Specialty: Healthcare & Hospitals

February 2015

February 2015

Great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It has great performance and is faster than other options we considered.

Likes Least

Like anything else, it could always be cheaper and/or free!

Recommendations

Like every business decision, come up with a list of criteria that's important to you and make sure to test out your options before going forward with a decision.

 
 

Daniel from LMI
Specialty: Other

February 2015

February 2015

Exceed Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Seamless interface on PC for Unix software, allows efficient performance without an additional computer.

Likes Least

Occasional crashes that can cause a loss of work, but fortunately they are rare.

Recommendations

Make sure that you understand the capabilities of your workstation, and ensure that they match.

 
 

Maury from Argonne National Lab
Specialty: Governments

February 2015

February 2015

The Exceed program for getting xwindows on a pc.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It is seamless. Once I click on exceed, my xwindows appear without issue.

Likes Least

For a long time, there was a security issue with one of the default settings, and this had to be changed by everyone who implemented the software.

Recommendations

I have used Exceed and also other programs for xwindow applications. They all work seamlessly. I guess I would only worry about cost.

 
 

Tom from Boeing
Specialty: Other

February 2015

February 2015

Exceed for windows

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Works well with Unix and other X windows machines and has support for FTP.

Likes Least

Some of the settings can be confusing and the method of saving settings for each session type can be also confusing.

Recommendations

Try it with various platforms and various operation systems.

 
 
 
Showing 1-1 of 1

Michael from ProTrans International

April 2013

April 2013

Intellum's Exceed in Review - ProTrans International Inc.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

This systems overall use and capabilities measure in what we would consider an industry leader. We went through numerous LMS systems before deciding on Exceed and found that Exceed could do everything any other system could do, and more.

We would give the system a 9/10 on our rating scale.

Pros

The ease of use of the system is great. Hardly any training needed to be able to manage this system from an HR & Training standpoint.

Customer support on any issues has been great. We have had the same representative the whole time, and they have remained in constant contact during the process.

Cons

If I would have to pick out one thing that we considered a "Con" as a part of the system, it would be the destruction of users. In the beginning of our purchase, we created several test dummy accounts to work within the system before going live. We have since marked them as inactive users, but can't completely remove them from the system. We are aware this is for record purposes, but would be nice to remove the accounts labeled "Test Test" or "John Doe".

Source: Capterra