IconCMO Software


 

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.

 

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)

158 Reviews of IconCMO

 

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Software Advice Reviews (1)
More Reviews (157)

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

Product Quality

Customer Support

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 157

Travis from New Life Center

June 2018

June 2018

Great software for all your church needs!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

This software has great features for your church management needs. It is cloud based and has most every feature you need to operate your church.

Cons

The only con was at the time I used the software there was not a kid check-in feature which was the only thing we needed that it didn't have.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: June 2018

June 2018

 

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

 

Crystal from Park Middle School

May 2018

May 2018

We switched to Icon a few years back. I appreciate the ease of use and the swift customer service

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

The products are always nice and the program functions are easy to use and understand. I find it very easy to interface with this product from my own device. Customer service representatives are very kind and knowledgeable. They have very speedy responses.

Cons

I have not noticed any cons regarding this software. It does what they say it will do. If we do have any problems, the customer service support is en point.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: May 2018

May 2018

 

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

 

Kimberly from Non Profit Organisation

March 2018

March 2018

Does the job

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Although we chosen another software to use here at the church I really liked this system. I did not like how clicky it could be but I thought it was a great choice.

Cons

I don't how some reports were missing important information to the congregation. The system may have thought it wasn't important but how does it know what the congregation wants to see. We just went through in interim and this did not work for her.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: March 2018

March 2018

 

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

I'm curious to know which information specifically wasn't available in the reports? That would be helpful for us to know.

 


December 2017

December 2017

We use ICON CMO at our church, and it works pretty well for a small church like ours.

Ease-of-use

Functionality

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Value for Money

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Pros

Easy log-in and ability to check and change info on members and visitors. Never seems to have any bugs.

Cons

Sometimes the UX (user experience navigating through the software) is a little clunky or confusing - too many clicks to get where you need to go.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: December 2017

December 2017

 

Thanks for the feedback!

 

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!

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: February 2018

February 2018

 

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

 

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.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: February 2018

February 2018

 

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

 

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.

Ease-of-use

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: February 2018

February 2018

 

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

 

Tom from Grabce Bible Church

August 2017

August 2017

S/W works well as is generally self explanatory

Ease-of-use

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: August 2017

August 2017

 

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

 

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

August 2017

August 2017

IconCMO Review

Ease-of-use

Functionality

Product Quality

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Value for Money

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Value for Money
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Pros

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

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: August 2017

August 2017

 

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

 

Frances from Lutie Watkins Memorial UMC

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

 

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.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
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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

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

When you say "instead of reverting back to current date, goes back to first of year" where exactly is that happening?

Employees should only get one check each, please give us a call and we'll take a look at how your payroll is set up.

 

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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

 

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

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

I apologize for the misunderstanding. We can only import data from other programs, not the settings.

One tip: instead of clicking the "X" to close out a household record, there's a Household List button (in the bottom right corner" that will take you back to the household list.

 

William from Cedar Valley Unitarian Universalists

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

 

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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

We don't automatically roll the date forward because we can't know if/when someone has finished working in a particular year. Every year you'll need to go to the Organization: Preferences: Personal window and set your fiscal year to the current year.

 

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.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Quality
Value for Money
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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

Be sure to give us a call if you can't find a report. We're happy to help!

 

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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

 

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

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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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

 

Bethany from Community Fellowship Church

July 2017

July 2017

Good software. GREAT customer support!

Ease-of-use

Functionality

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Ease-of-use
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Pros

Good general and in-depth accounting tracking software. Fairly user-friendly.

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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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

Could you please let us know what you mean when you say the member status isn't customizable? You can't edit or delete the default status codes, but you can certainly add as many as you'd like to the list.

 

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.

Review Source: Capterra

  Response: Icon Systems, Icon Systems

Date: July 2017

July 2017

 

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