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.

I’m happy with it, and the training we got leading up to implementation was excellent.

Ease of use for the end user. Wanted something more simple than what we had before.

What’s “in the box” is what you can do. We didn’t want anything as complicated as we’d had in the past, but there are a few things we wished we could tweak.

That it is cloud based, love the app and being able to use the software where ever I happen to be working. The overall look of the site is fresh and fairly user friendly. Easy to get around and update profiles. Check In was not an option with V-5 so that has been a nice feature. We love the ability to create forms as well, really has helped us with many events.

Reports!! Headers, dates, reliability of the data is really poor. V5 gave us way more options for creating and saving reports that are used regularly. The Directory feature needs work as well. Would like the pre-set configurable fields to be more flexible.

I am between Luke warm and warm

I like the connectedness between membership and the financials. This is why we went with the membership. I also like the calendar.

I don't like the absence of some items. E.g. it doesn't email me when a staff member requests time off through the portal. This is not user friendly.

It's entirely web-based, so it can be used anywhere. It comes with mobile apps for major mobile device platforms, so getting to data when not at a computer is easy. Creating individuals and adding them to families is simple and the UI is fairly pleasant to use. The integration with Shelby's giving/donation service works well and the software allows members to see their giving in simple, easy to view reports. Every action by staff and admins is logged for accountability purposes. Access to various parts of the system can be controlled granularly, so administrators and staff can see only what they need. For example, giving records can be limited so that only business office members can view them. The system also supports groups: public and private alike, so members can self-join public groups, but in other cases can't even see certain groups. This is helpful for organizing membership in various ways. Reporting is also fairly straightforward so staff can grab quick stats on various aspects of the membership. Reports can also be locked down according to what each staff member should be able to see.

There's no support for custom domains (e.g. "members.mychurch.com") Reporting is too simple in many cases and there's not enough customizability for the data that the system can hold (e.g. being able to generate a report on which members are missing photos). Volunteer management is still very limited / non-existent. Churches that need to see a high level view of which members are doing what should probably look elsewhere. Scheduling conflicts between various areas of ministry is not yet trackable. The calendar functionality leaves much to be desired. There's some good stuff in place around being able to request availability of rooms, equipment, etc, but it's all silo'ed into the proprietary calendaring system. There needs to be support for managing events through Google Calendar or similar external systems that might already be integrated into the ministry. There are rough spots to the UI, especially around searching, viewing member photos, and generating reports. The giving integration aspects are nice, but I wish they were more tightly integrated. I wonder how many ministries actually use a different giving solution? Overall, it would make more sense for members to be able to give from one portal rather than having a separate offering.

Benefit is the interactions section. Great to be able to record interactions with congregants right after you connect with them so that the next person who meets with them can be up to date on the situation.

It is cloud based. Our congregation can log in and edit their own record and see their own giving. The calendar, form creation, check in and email service are part of the package. I think the forms work the best of most any aspect of the system. Used to use Jot form, Constant Contact, PlanningCenter, and EMS for forms, emails, check in, and calendar. Now just one system.

So many small things that don't quite function the way we would like. None of the systems that I mentioned above : forms, calendar, email, check in - work as well as the individual systems that we used before. Forms is the closest to Jotform, but the other 3 do not function as well as the prior system we used. Too many things for me to list them all: Constant contact - we could see data regarding how many people opened our emails and quickly see who unsubscribed and whose email bounced. EMS - easier to add repeating events and still skip a week in the middle. Custodians can't seem to master the digital calendar and much prefer the printed version that was available through EMS. Check in is constantly changing. And nothing about it seems intuitive. They also don't have a "check out" options which we used in Planning Center. Many more little things that add up to a system that works OK but not great.

ShelbyNext | Membership is my "baby" at work (minus the financial keeping of Shelby). Whenever someone needs training or needs help, they come to me. I love explaining the simple and effective way either through their problem or to understand the system. Thank you for making Shelby incredibly user-friendly. This is the perfect system for church membership/record keeping. I have worked with ChurchTrac on two different levels, and they do not compare to Shelby.

I love using Shelby. The ease and accessibility is user-friendly. I love the many options I have when printing reports.

We utilize the send email/text/voice option several times a week. One problem that we have run into is sending texts to our Spanish speaking ministry. Spanish involves many accent marks and symbols. An accent mark in one word can completely change the word. In the past when we have sent a mass text from the Shelby app in Spanish, it never goes through properly. There will be a "?" where there was supposed to be an accent or symbol. I have called the support number listed and talked with a representative. He had never encountered this problem and said he would call me back. I never received that call, and that's ok. I know this is a minor issue and not an immediate issue to be addressed. This would be a huge help to our ministry if there could be a Spanish option for Shelby.

I would save over all it has been great. Again there are a few things I would like some help with, but I would pick this program again. I hope that it continues to improve! I would like to see a way for "notes" to be save on to a persons account or to list old phone numbers, emails, or addresses.

How user friendly it is and that it is on the cloud. I love that all of our staff can have their phones in their hands and get church members info without having to be connected to our server or at their computer. As the Administrative Assistant this has saved me SOO much time! I also like the forms - but its also the thing I think needs some work. I love being able to attach events and classes to profiles easier through the forms.

That everytime someone submits a form a new profile is made. I have called customer service about this so many times and I have never recieved a return call. I also think the calendar could use some work - Its not as user friendly as everything else. I was told that we could put the calendar on our website - but I still haven't found how to do that... and again, customer service hasn't called me back about that either.

Honestly I can't think of anything that I can say that I like about this software. I've worked in 3 different churches and used multiple programs and this is by far my least favorite of them all.

This software is not really user friendly. The upgrade from Shelby V5 to ShelbyNext did not go well. The mapping between the two versions needs work. None of the custom reports we created in V5 came over to ShelbyNext. It is very expensive compared to other programs and they lock you into multi-year contracts that you cannot get out of. This is meant more for very large churches. The Shelby Financials is very difficult and time consuming to use it actually caused a Bookkeeper to quit. The Shelby customer service is not very responsive. We almost always have to leave messages and wait for call backs and a good majority of the time when you call you get a recording saying they are in a meeting or away at training or closed for some reason.

I am very satisfied with the rate of updates continually made on this product to improve the user experience.

If you are a Shelby user, currently using V5, you will love this newer version. The cloud based product is incomparable in ease of use. Our congregation loves having the church directory in an app.

The reporting is completely different from V5 and takes a while to get used to.

Ministry leaders have easy access to member information, groups, and ability to contact them from anywhere using the mobile app or computer. Permissions are easy to customize for various groups of users (staff in different programs, volunteers, members, group leaders, etc). Data is easy to update. Features work well together to automate routine tasks--forms, workflows, online giving, etc). Phone and online support is excellent, whether it is for a quick question, a complicated problem involving multiple people and/or features, or a software fix that is necessary.

While the canned reports are good, the options for custom reports are extremely limited in Membership. With very large groups, entering individual attendance data is frequently slow. Attendance reports for individuals in a group over time are not possible in the system. For a member in multiple related groups (we track worship attendance, with each service time/location as a separate group), it is nearly impossible to get a quick overview by individual or by group.

Helps keep us organized, but there are limitations

I like the interactions and being able to mass email groups, just wish there was a "sent" feature to show somewhere instead of it being logged as an interaction.

Better way to organize Groups and customize the Groups finder embed for a website. Also if when they sign up, you can choose who that gets emailed too, because we have Groups leaders who don't work in the office and we would rather filter that through our administrators rather than the leaders. It would be nice to still show who the leader is when they view the finder online, but have another custom field for who that sign up goes to. The calendar embed feature would be nice if we could customize that more as well.

I love that you can access the software via the internet at anytime instead of having to be on the church's network. The phone app is awesome and we truly love it as a staff. Additionally, I really like the new interactions for ministering to our members.

We converted our office over to Mac computers. We use a scanner to scan contribution checks and it is not compatible with Mac. Very frustrating.

ShelbyNext was a great fit for our membership size. It has made accessing and placing members in groups much easier to manage.

It is much easier to access data across the system. I can go to a member page and access groups or attendance in a click and then back to the member's page.

The name-tag system is very slow. We have check in for our Nursery Department. The system is designed to enter a child in attendance and print a name tag. Name tags take much too long to print out and we have found that we have to send parents on and deliver name tags later.