IconCMO Software


 

IconCMO from Icon Systems gives church administrators a way to manage membership data, communications, contributions and accounting in one cloud-based system.

Tools within the membership management module let administrators create, update and view individual and family profiles, schedule pastoral meetings and follow-up calls with visitors, record interactions with members, track attendance and more.

IconCMO also includes features to streamline communications with individuals and groups by email or text message with a few clicks and to generate member directories with photos that can be customized and displayed on a website for church members to access.

Contributions and pledges are tracked in the contributions module, which supports online and offline giving. Contribution statements are automatically generated, then can either be printed for mailing or delivered to donors by email.

Finally, IconCMO’s accounting module offers true fund accounting with accounts payable and receivable, budgeting, balance sheets, FASB standards-compliant reports and more.

 

IconCMO - Attendance tracking
 
  • IconCMO - Attendance tracking
    Attendance tracking
  • IconCMO - Contribution reports and statements
    Contribution reports and statements
  • IconCMO - Envelope management
    Envelope management
  • IconCMO - Fund accounting
    Fund accounting
  • IconCMO - Households
    Households
  • IconCMO - Talent tracking
    Talent tracking
Supported Operating System(s):
Web browser (OS agnostic)

151 Reviews of IconCMO

 

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Software Advice Reviews (1)
More Reviews (150)

Showing 1-1 of 1

Karline from UUCO
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Affordable, but there's a learning curve

Ease-of-use

Functionality

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Value for Money

Pros

The price is one of the largest pros. I also love the level of detail you can capture for each member. I also love the archive feature. Archived folks don't count towards your family limit, but you can unarchive them at any time. Customer service is AWESOME!!

Cons

This is not self explanatory at all. I spent several hours and watched many tutorials before I was able to start imputing our congregants information.

 
 
 
Showing 1-20 of 150

Marc from First Parish in Waltham, UU
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

IconCMO provides all the features needed to easily track and manage church life!

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This is the most effective tool church staff can use to organize and track the many components of church life. There are many reasons why IconCMO is the best package on the market, but being web-based knocks it out of the park

Pros

IconCMO is a well organized, web-based, data management package that provides a simple no-nonsense approach to tracking both people (visitors, prospects, active members, non-active members, etc) to contribtions and funding campaigns. The fact that it's web-based allows users to call up information, or send emails, or even global text messages from ANYWHERE you can access the web. It's been a life saver.

Cons

Standard reports are not as flexible as one might hope for. But whenever I need a report that isn't standard I can export all member data or household data to create a report in a third-party product.

Source: Capterra
 

Max from Living Hope Fellowship

August 2017

August 2017

I have found this software performs well and is very well suited for churches small and large.

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Pros

This software (service) requires no additional software installation to maintain. It is multi user and can be accessed any where there is an internet connection. There is no need to worry about backups or recovery in the event of hardware failures. The accounting part of this service is designed for fund accounting which works well for churches and other non-profits that need fund accounting. This service also provides several ways to handle contributions statements. I would describe it as a very well thought out and implemented service.

Cons

I have found that some of the accounting reports could provide a few options that would allow the user to configure them to get exactly what they want. Another thing that could be improved upon is the envelope selection in the enter contribution process. This is designed assuming you are using envelopes. For those who don't use envelopes a different way of selecting the contributor would greatly improve this process.

Source: Capterra
 

Bob from Mt. Olive Lutheran Church & School
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

I have learned how to make the software work for me and can generate most reports that I need.

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It beats the socks of of QuickBooks when it comes to non-profit/fund accounting.

Pros

I think that it does a great job of doing the work of Non-Profit Accounting. I love that everything is in the cloud. I also like how easy it is to set up different funds and how the main chart of accounts can be used by any fund.

Cons

If I want to change the comment section on a check, payable, deposit or receivable I have to delete the entire transaction and start over.

The payroll section taxes each rate card individually instead of calculating the entire pay for an individual and then calculating the tax. We have several people that are paid out of many different categories and this causes the withholding taxes to be terribly short.

Accounts receivable. I appreciated the recent improvement but I don't know why the payments have to applied directly to each item purchased. We are a school and families purchase many different things.

We have several different checking accounts. If I accidentally record a deposit into an incorrect checking account I cannot go into GL-Register and repair it. I have to delete the entire transaction and reenter it.

I wish that the payroll section would print out the actual W2s, W3s, 1099s. and Quarterly Federal 941s. It is a hassle to have to go to the IRS websites and reenter all of the employee information.

Source: Capterra
 

Tom from Grabce Bible Church

August 2017

August 2017

S/W works well as is generally self explanatory

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Pros

all in one...i.e. financial and membership Performs all of the financial record keeping we need and the same is true for the membership

Cons

reporting--generally the reporting is sufficient for our needs. Would like for user reporting options. Would also like a better directory option where you could the photos and personal data (address etc. all in one place.

Source: Capterra
 

Kimberly from Zion Ev. Lutheran Church
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great to work with.

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Pros

I like being able to work from my office or at home. It is very convenient with my busy schedule.

Cons

There is really nothing bad that I can think of with this software, like I said before it is great for my hectic schedule.


Source: Capterra
 

Frances from Lutie Watkins Memorial UMC

July 2017

July 2017

Wonderful staff have always been helpful the numerous times I've called.

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Pros

It's great and easy to work with when you know what you're doing. Reports are easy for finance committee to read.

Cons

It's not helpful at all when you don't know where to find things. Every time I've called for help, the Icon staff has been courteous and readily available to lead me step by step. Thank God for them---otherwise I wouldn't have lasted 6 weeks with the program.

Source: Capterra
 

Deb from First Presbyterian Church Willmar
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

I am the financial secretary (bookkeeper) and pushed to use this software over quickbooks.

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Pros

ease of use; pushed to use this software over quickbooks as it is geared toward church bookkeeping, keeps you on GAAP so you don't make errors; saves to the cloud;

Cons

instead of reverting back to current date, goes back to first of year;
Would like to see salaried and hourly employees be paid with one check vs. two;
would like to see payroll tax forms available through software

Source: Capterra
 

Donald from St. Andrew's Episcopal Church
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2017

July 2017

For a small church the product might be a little overwhelming for for us it is great.

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Cloud storage, backup and recovery as needed. Much more features than previous product, Church Mouse. Accounting package under one cover, this is a plus and we can get rid of Quicken.

Pros

The magnitude of the features, great reporting, great email, so far the accounting has been spot on.

Cons

Some of the reporting does not readily get to the level we would like, however when we ask you folks always seem to have an answer.

Source: Capterra
 

Lori from St. John's Lutheran Church
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

I like it better than Revelations, and it's been relatively easy to transition; but there are issues

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I can now work on it from home and in the office, including entering data or running a report. I can now email statements. I can search a little easier without having to use my mouse as much.

Pros

It was an easy transition in terms of learning how to use it. It is online. I can email statements. I like that now I can start typing the fund name, and it will take me to that name; Revelations didn't have that function. I like that I can use contribution history when entering; that helps me catch an error sometimes if the amount is much different than normal.

Cons

When I make a change to a household, save and close, then the household list closes & I have to reopen. The list should stay open, since I may be making multiple updates. I hated that I had to set up all the accounting links, since those should have already been set up in the Revelations file I sent. It took a while to do because we have a lot of funds, then I did it wrong and had to go back and redo them all. I wish that the export to QuickBooks would be automatic when I post, like it did in Revelations. Now I have an extra step. I don't like the date is automatically the day you enter when I am entering data, since I am usually doing an entry for the past week; and the system doesn't start there. It starts at the name, so I have to use my mouse to go back to the date and change it.

Source: Capterra
 

William from Cedar Valley Unitarian Universalists

July 2017

July 2017

Used weekly without difficulty. Software is intuitive with easy to use reports.

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Pros

Menus are organized well with appropriate categories. Easy to find reports. Customer support is readily available.

Cons

The calendar in the batch entry screen is in the way sometimes. This is a minor issue. I have had no difficulties otherwise.

Source: Capterra
 

John from St. Andrew's Presbyterian Church
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

I use just the People and Contribution sections

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It keeps track of our membership and its giving histories.

Pros

The flexibility I have to review the accuracy of my work and the relative ease I have to make corrections

Cons

Why do I have to scroll down long list of years to get to 2017? Also, I prefer your old fonts to the new ones.

Source: Capterra
 

Karen from St Pauls Evangelical Lutheran Church
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

We use it to track members and their giving.

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Functionality

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Pros

I usually find what I am looking for. The church has used this system for many years. Our secretary is another user of this program.

Cons

It's difficult to find reports for members and their giving. Other than that we have not used the system with all of it's sections.

Source: Capterra
 

Ruth from Mt Zion Lutheran, LaGrange

July 2017

July 2017

I do not have an accounting background, so some of the features were difficulty for me at first.

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Pros

I like the vendor activity listing, I like the reports.
Our interim pastor made a nice congregational directory with photos included.

Cons

This was chosen by our pastor who had a degree in accounting before she went into the ministry. I have a little experience, but often I think some of the features were over my head.

Source: Capterra
 

Chandra from St Andrew Lutheran Church
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

My experience with ICON overall has been excellent.. Customer service is the best of any other

Ease-of-use

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It had more programs than the system being used at the time I took over the financial work and they were more detailed with information we wanted to use.

Pros

I have used ICON for over 5 years and I find that the reports provide all the information that our finance committees and members like to be aware of and it is easy to print them off or email them to the necessary members. and I am very happy with the ease of setting up most new financial accounts and info and very easy to add new church members. (if I do have a problem your staff members are the very best at helping me learn and understand how to use or change a problem.

Cons

The new light blue print is sometimes difficult to read.. sometimes making corrections or changes to previous entries that were incorrect can be a real learning experience.

Source: Capterra
 

Bethany from Community Fellowship Church

July 2017

July 2017

Good software. GREAT customer support!

Ease-of-use

Functionality

Product Quality

Customer Support

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Pros

Good general and in-depth accounting tracking software. Fairly user-friendly. Wish I didn't have to meet 100 character minimum here...

Cons

Member status not completely customizable. Other than that, some of the GL options could be more clear-cut but I'm not a professional accountant.

Source: Capterra
 

June from Lutheran Church of Our Redeemer

July 2017

July 2017

Love having everything in one place

Ease-of-use

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Pros

I have access to reports and all members in one easy place. You can have pictures for individuals as well as family. Being able to print my own directory is great and saves a lot of money. Don't have to bounce back and forth to update different programs with member information.

Cons

Sometimes I might want a special report that isn't present up and not sure how to create my own custom one and don't have the time to figure it out so I go without it.

Source: Capterra
 

Laura from St. Paul Lutheran Church, East Windsor, NJ

July 2017

July 2017

It's fine. It was fine before too.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Value for Money
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Pros

works fast. easy to use, usually. reports are good, but I wish I could define the fields I want to see better, to create my own reports.




.

Cons

I had a bit of trouble today with our household list. Attempted in open the second or third page in a record, it kept going back to the last one I opened. I hope this is just a momentary glitch.

Source: Capterra
 

Mary from St. Andrew's Catholic Church
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Have worked with this software since 1999 (only parishioner info and contributions at that time).

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Functionality

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Value for Money

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Having all parish information - members and accounting in one software package is helpful.

Pros

Changed from Quickbooks to Icon fund accounting when it was first offered. All facets of our parish office are covered by this software and it is nice to have backups covered by your system. Information is very accessible in different formats. Quite easy to learn; of course gets easier with use. When I have had to call for assistance, the representative was very helpful.

Cons

With the new changes, I cannot find how to get to the Icon CMO Announcements that are added to the list. Before you could click on a specific item and it would open.

Source: Capterra
 

Janice from Mill Woods United Church

July 2017

July 2017

I have been using this software for a number of years and find it quite satisfactory.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Pros

Ease of use. The ability to keep everything in one place. Use for finance, contributions and keeping track of our members. Able to generate a large number of reports that are helpful to numerous committees.

Cons

This is not a knock on the software, but we don't use the vendor and cheque generating function due to the size of our church. Think it would streamline things even more if we were to utilize.

Source: Capterra
 

Alice Walden from Love INC of Brevard
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Support is as good as or better than any I have experienced my 25+years of church/nonprofit work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support

It is integrated and offers many partnership opportunities for additional functionality. Changes are introduced to keep most features up-to-date. The staff is knowledgeable about non-profit accounting and has been quite helpful in explaining the differences from the 'for profit' world in which I worked before retiring and the basics of 'non-profit' fund accounting

Pros

On the accounting side I like the wide variety of standard reports, the ability to track down detail, the audit trail. On the PEOPLE side I like the flexibility in the kind of data that can be tracked. Most importantly I like the ongoing innovations that are introduced based on suggestions from users and the receptiveness of the support team to consider these suggestions.

I love the new document storage option and hope to see that functionality grow.

Cons

Ongoing issue I haven't figured out a work around for: Limitations on how members/individuals are connected within organizations/households.

Also I wish the user interface on customized reports was more intuitive/user friendly.

Source: Capterra