About IconCMO


IconCMO is a cloud-based church management solution that allows administrators to manage membership data, communications with member and volunteers, member contributions, accounting and payroll.

Membership management feature helps users to organize and record member information, schedule pastoral visits and archive records in order to maintain historical data. Users can manage groups by communicating through email and text messages in order to send reminders and last minute updates.

Fund accounting module helps to manage multiple funds and track credit card expenses using checkbook management function. With the help of this module, users can create a budget in order to manage revenues and expenses. It also helps in recording payments, generation of invoices and printing deposit slips.

Payroll feature allows users to customize paid time off adjustments, set multiple pay options on the basis of duration and generate reports for the purpose of filing forms on government websites. Support is available via phone and email.



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Supported Operating System(s):

Web browser (OS agnostic)

248 Reviews of IconCMO

Average User Ratings

Overall

4.45 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(139)

4 stars

(83)

3 stars

(25)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 248 reviews

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November 2018

Cynthia from Unitarian Congregation of West Chester

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Good experience with IconCMO

Pros

Without a doubt, IconCMO's customer service is the best I've encountered. We’ve always found them willing to take time, very knowledgeable and friendly, easy to contact by phone or email, and incredibly responsive. If they can’t answer our question immediately, they get back quickly, almost always that day. They even willingly consider suggestions and have made multiple enhancements to help solve our needs.

IconCMO is web based so we can use it wherever there’s an internet connection. They allow an unlimited number of users, even at the same time, without any extra charge. Working collaboratively or in parallel from different locations is invaluable.

Another feature we appreciate is emailing contribution statements. It saves the time and expense of snail-mailing and our congregants get their statements instantaneously.

IconCMO is a very robust system that does an excellent job of addressing our accounting needs. Its amazing flexibility allows us to tailor the system to our own congregation's operations. We use a large number of funds, one for each fundraiser, committee, and social justice effort and each has its own budget, income tracking, and record of expenses, so it’s easy to see how each is doing at any point. Once an activity is complete, it’s easy to transfer the proceeds of the activity to the General Fund or disburse it to the appropriate organization. Other congregations may not want as many funds, but IconCMO allows each to design their own.

Cons

Probably due to its great flexibility, IconCMO is not that intuitive. Their Help and Support Forum are useful and their customer service is superb but some people find it a little hard to navigate their way around.

Response from Icon Systems of Icon Systems

Replied February 2019

Thank you for the kind words, Cyndy! We appreciate your feedback.

November 2018

Dottie from First Presbyterian

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

All inclusive church software

I have used Revelations in conjunction with Quickbooks and also ACS. Icon does a much better job of incorporating everything into one cohesive package. Coming from a Quickbooks background, the fund accounting made for a huge learning curve to make Icon do what our church expected. I have to maneuver money between funds because of the lack of sub funds way too much, and reporting isn't as easy as in QB, but the benefits of one complete, cloud based product to the church in general outweigh the inconveniences there.

Pros

The ability to enter contributions and have the batch automatically post as a bank deposit is great (used 2 programs before) as is the Vanco importing. These two items save a lot of time for me. Being cloud based is a huge pro for the ministers as they can access the people section right from their phones while doing visitation. It also helps the secretary and business office to have only one place to change parishioner info and everyone have the update instantly.

Cons

The inability to have sub-funds. It was explained to me that there could be tax ramifications, but to have a "Memorials" fund with separate "John Doe memorial", "Jane Smith Memorial" funds below would be fantastic and I see no tax issues in that. The learning curve was a bear also. While there is help online and by phone, I really could have used an in depth training class or a chance to sit with another church using it. I twice requested names of other churches in a reasonable distance from me and never heard back from Icon.

Response from Icon Systems of Icon Systems

Replied November 2018

Thank you for the review, Dottie! We appreciate your feedback. I'm sorry we haven't been able to put you in touch with other churches in your area. Icon Systems places a very high emphasis on customer privacy and we do not give out numbers to other churches unless we get explicit permission from churches to do so. Often times churches will not respond to these requests or simply do not have the time to help.

July 2017

William from LIFT Community Church

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

Overall I have been very pleased with the quality and functionality of IconCMO.

Accurate, fund based accounting with contribution tracking and reporting.

Pros

After getting over the inevitable learning curve I have found the software to be quite user friendly. The contribution module is one of my favorites because I'm able to easily reconcile contributions and issue professional looking statements quarterly. I like the fact that contribution detail can be directly imported from a comma delimited file. That saves a lot of data entry time. One click and the cash and check contributions for the week are entered in the system. Check writing is a breeze, as is making journal entries. Our organization takes advantage of the integration with Vanco Payment Solutions. This has been an one key to our financial success as we receive a large percentage of our donations via online and text giving. Importing contribution detail directly from Vanco is another great time saving feature. I really like the ability for multiple users to have access to the system. Each user's access to various aspects of the program can be granted on an individual basis. We have a separate individual can log on and is responsible for reconciling the bank statement. This is important internal control and separation of duties. The fact that the system is cloud based allows it to be accessed from any location, at any time. Technical support has been outstanding. In the early stages I called with some pretty challenging issues, each of which were resolved quickly and professionally. If there are better systems out there I'm not aware of them.

Cons

Not a lot of cons from my perspective. It would be nice to be able to "drill down" to the underlying detail from the financial reports. Also, it may be a necessary evil but having to enter then post transactions seems a bit cumbersome.

Response from Icon Systems of Icon Systems

Replied July 2017

Thank you for the review, friend. We appreciate your feedback. We are grateful to have customers like you!

July 2017

Charles from First Lutheran Church

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

July 2017

I use CMO primarily for recording members' contributions, for year-end statement, and mailing labels

We can easily keep track of contributions from members/non-members, generate statements of giving at any time -- but mostly annually, and have a complete handle on membership: change of status, addresses, telephone numbers, significant dates (birth, baptism, marriage, death), and more. To do this with paper and pencil would be very burdensome, not to mention the cost in terms of time and person-power. The ability to classify individuals into assorted categories, and then, at will, to combine them for, say, mailing purposes is super. In addition, our post office appreciates our bringing in bulk-mail material all "pre-sorted" by routes, in-town, box, out-of-town delivery. This speeds their sorting work and gets our mail out to the membership with dispatch.

Pros

Much of the recording of members' contributions is automatic -- fields are populated as one moves from envelope to envelope. When a member forgets to indicate their envelope number, that information is just a click away, given the membership list that's side-by-side with the entry form.
Year-end statements are easily formated and printed, ready for folding and putting into envelopes.
The ability to print membership lists for all sorts of categories is phenomenal. Being able to combine "active" and "Inactive," "Prospect,," etc., membership lists for mailing purposes is very helpful, not to mention the mailing label format. We also sort mailing labels before printing into various "zones," viz., Route 1, Route 2, Box Nos., etc., and this is a great boon for our local post office. It is easy to keep track of members' "significant dates," ages, and so much more. CMO offers a treasure-trove of information available at a mouse-click.

Cons

Upon entry of contributions, going from "check" to a "cash" contribution is ONE click, but going back to "check" from "cash" takes three clicks -- just a minor irritation, really, and one gets used to the procedure.

Response from Icon Systems of Icon Systems

Replied July 2017

Thank you for the review, Charles. We appreciate your feedback!

July 2017

Michael from Christ the Lord Lutheran Curch

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

July 2017

We love the functionality of program.

Convenience, flexibility, accuracy, and access from home, office or a laptop on the other side of the world.

Pros

Online access! We love multiple people having access from multiple places at the same time. It's integrated - we can move in and out of finance, membership, contributions easily and everything is available. It's comprehensive - we've been using the program for 5 years and there are still parts of the program we haven't begun to use effectively.

Cons

It's so comprehensive...we just don't have the human resources to figure it out and input the data for using some of the activities/skills areas. Mostly we just don't. Therein lies the value issue. I feel we pay for a lot of things we don't use. And, truthfully, for a small congregation we're paying a lot for the convenience of online access. That is, we could play a flat fee for software that resides in our system (not on the cloud) and use it for years, but lose the convenience of online access. For a parish of 200 or fewer active households, it would be difficult to afford - we are able because the parish is affluent. As Pastor, I used both the online and software version in my previous parish for 5 years - St John Lutheran Church, Riverton, WY.

Response from Icon Systems of Icon Systems

Replied July 2017

Thank you for the review, Michael. We appreciate your feedback! We want to make sure you get the most for your money. Please give us a call so we can review your account to make sure you're at the right subscription level and offer some discount options.

November 2018

Kevin from Bethany Presbyterian Church

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2018

Perspective of a pastor

Overall the experience has been good. Customer service is great. ICON allows me and others to have access to a lot of information from any location and in real time. I love that about it. I have the sense that it is capable of much more than what I am using it for as I have yet to figure out all the ins and outs even after years of use. I would really appreciate an upgrade in the use on smartphones; particularly the ability to send an email or sms to a group.

Pros

I most like that it is cloud based and able to have multiple users with varying levels of accessibility working on it from wherever they have access to the web. This is what sold me on ICON years ago as they were to my knowledge one of the first church admin program providers to do this, it was cloud based before anyone really used that term. The program we were using at the time was not cloud based and required a substantial and costly upgrade to our networking system to have anything remotely approaching multi user.

Cons

It takes a little getting used to. For instance understanding the difference between members and household. So then group members doesn't necessarily refer to a group of members but a group that is made up of individual members and not households. After working with the program for a few years now I have caught on but it is not always the most easy for new users to catch on to. The interface between household and member profiles is a little clunky. As more and more households are dumping land lines and going to cell phone use it would be great to have the ability to notate on the household profile if this is the case and what numbers to use for which member of the household

Response from Icon Systems of Icon Systems

Replied November 2018

Thank you for the review, Pastor Kevin! We appreciate your feedback and are so grateful to have the opportunity to work with you over the years.

July 2017

Carol from St. Thomas Lutheran Church

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Have used this program for many years. They are always making updates and adding more features.

Being able to compile groups of specific information so easy saves a lot of time. Having all the information for members all in one program and being able to incorporate contributions and finance is great. There are so many great features that we still have not used but hope to take advantage of those in the future.

Pros

I love how you can use one program and website for so many different processes. Linking the different features together for using in the great variety of reports is wonderful. The ability to mass email and export information is so easy. Being able to link to outside vendors for different purposes is a nice option if needed. Having the online back up is such a great peace of mind and the ability to access information from anywhere has been very helpful. The member access is also a very nice feature. My favorite part of the program is the contributions feature. With just one click you can send out statements, filter those with and without emails and the ability to print the mailing addresses to those without emails saves so much time.

Cons

Wish there was a better way than having to use drop down boxes for special events for each person. Wish there was an expanded mass communication type program included in the subscription such as Constant Contact.

Response from Icon Systems of Icon Systems

Replied July 2017

Thank you for the review, Carol. We appreciate your feedback!

July 2017

Jennifer from English Lutheran Church

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

July 2017

ICON works for us, but could be better.

Online access is the best benefit.

Pros

Online access anywhere. Being able to print individual envelopes. I like that you can archive members and still access that information (ie if pastor asks when did "so and so" die - I can look back and they're not just gone from our system).

Cons

It's not intuitive at all. In our past program, if you added a child via baptism, it would carry the baptism date over into the "received by" date. Here, you have to enter that information 2-3 times over. For instance, you have to enter that baptism date, plus then go into the received by and enter it again. Same for deaths.

For the accounting side, it drives me crazy that I can't pull up a Transaction Account Detail for just ONE expense or revenue account. If I want to see what we've spent in our Fellowship budget, which is one line item, I have to run a TAD report for our whole general fund and scroll and scroll until I find it. This is the only way to see individual transactions that include journal entries (that I have found anyway).

Response from Icon Systems of Icon Systems

Replied July 2017

Thank you for the review, Jennifer. We appreciate your feedback! I hear you on entering those special dates twice. I'll bring it up to our developers. We do have a way to see the activity for just one expense or revenue account, though! Go to General-Ledger: GL: GL-Account Activity. You can either view the transactions in the window or print them as a report. Please let me know if you have any questions on that.

November 2018

Glen from Gloria Dei Lutheran Church

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

November 2018

Review From Gloria Dei Lutheran Church

During budget preparation, it is easy to fine what contributions have been made, how it relates to the pledges and who is behind. The contribution statements are great and I can send by email to those who have email addresses, then print out the statements that need to be snail-mailed. One of the best features I have found the working on the end of the year Congregational Report for the Synod. It makes this job a lot easier.

Pros

This program helps keep all information about members of the congregation located in one location. Once signed on to ICONCMO, I can find all members of the family, important dates about each member, addresses, etc. I also like the Contribution section because I can access the pledges for the members if there is any question.

Cons

There are times when I have to hunt for the records I need because I am not sure where to look. I have tried to use the user manual, but I don't think it is very user friendly.

Response from Icon Systems of Icon Systems

Replied November 2018

Thank you for the review, Glen! We appreciate your feedback. The user manual is pretty extensive and can be overwhelming. I recommend searching for keywords in the support forum or printing out the "Getting Started" guides found in the top-right menu when you're logged in. If you can't find the answer, call or send an email to our support team. We're happy to help.

November 2018

Vania from Creative Cottage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

IconCMO ROCKS

I have been working with IconCMO since 2006 and I recommend it to any church that needs to keep their financial records in order. Upon my recommend my mother’s church has adopted IconCMO and is appreciating the ease of use especially since they’ve had to deal with using a temporary as they fill their financial officer position. This has saved them countless hours of work when the new person started so they didn’t have to do any research or catching up of financial entries that needed to be made. This year our church started a building campaign and IconCMO has helped us in monitoring, planning and providing reports which are needed by bankers, leasing agents and government agencies. We are so thankful to have this software as we plan and grow.

Pros

I have used IconCMO since 2006. The main function we use is to keep all the financial records for offerings and paying of bills. I love the ease of use when a question comes up about an expenditure. It’s very easy for me to find the details and report on the question in a timely manner. I also appreciate the quarterly and year end statements. I have hundreds of statements to send out but the majority of my time is spent stuffing the envelopes because printing the statements is quick.

Cons

I would love it if the alternate address when used, would show up in reports and on the contribution entry page. Thankfully it is used on the statements.

Response from Icon Systems of Icon Systems

Replied November 2018

Thank you for the awesome review, Vania! We appreciate your feedback and are so grateful for your business over the years.