Love the way you can tie together a profile and giving seamlessly. Annual giving statements are easier and we are all cloud-based!

It was pretty stressful migrating from CCB to ShelbyNext. It was worth it after weeks of cleaning out a dirty CRM database.

Having the ability to access this program without being hardwired to the database has changed everything for us. And the apps make it easy to make changes quickly and easily on the fly. Overall we are so pleased with the capability of all the faucets and Shelby Next.

We have a big church and have thousands of congregants - Shelby has allowed us to create a more personal portfolio for each of them. It's hard to know them all individually - but shelby has helped us disciple to each of them on a level that meets them where they are - because we can in real-time track their attendance, giving, small groups, classes and their prayer requests. It's revolutionized our congregational care - among many other wonderful ways it's served our church.

I don't work with the financial part of the program - but I do know there were some crossover issues from the old Shelby that made the integration challenging. Although, once it was completed, it's worked seamlessly.

It seems that ShelbyNext is somewhat a step backwards from V.5.

Like the Check-In, but it's frustrating not to be able to customize font sizes or to choose to print only first names. There is much white space on the name tags but it's not possible to make the name larger. I also like being able to search for a name by putting in only part of the name, either first or last, or both. I, personally, have had pretty positive experiences with support, but others in my organization have had rude responses.

Several things: It's not possible to add an entire family at one time. Instead, each person must be added & then linked as a family which is more time-consuming. When running reports, inactive people show up even if "active" is selected. Also, when running reports, the only choices are labels or a list with no addresses, no phone numbers, etc., unless it's exported as a CSV file. When one does that, every field in the record is exported & then needs to be weeded out if not needed in the report data. When searching for an individual, one can enter just a part of the name, but what comes up doesn't always match what's been entered. Even when a match does show, it's not always the top choice.

We love that it is cloud based and accessible through our phones, laptops and tablets. Once we got through the conversion and learning curve, we all really like the functionality of Shelby!

For me the connection between Membership & Financials makes my work seemless!

Changing from another software to Shelby had it's challenges but I think all conversions do! The way Shelby does not really 'track' visitors for reporting or historical purposes has also been a challenging change for us.

Keeping our membership database organized, tracking contributions, creating ways to track interactions and streamline our pastoral care process.

It is user friendly and allows our congregation to access needed information.

Would like to have more flexibility with tracking interactions. Wish you could reassign interactions or assign them to more than one person.