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.

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.

Easy to navigate. Pastors can easily find information and can access the app from the their phone. Life Groups can take attendance on their phones which eliminates the need to manually input the information.

We have 3 separate Shelby softwares to perform the duties that Shelby v5 did. We use Shelby Giving, ShelbyNext Membership and ShelbyNext Financials. The systems are integrated but you have to use each of the three softwares to process offerings or add giving funds. It all works really well, just wish we didn't have to log in to 3 separate systems with 3 separate userids and passwords.

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.

ShelbyNext serves as our church database program for logging attendance, managing workflows, assigning tasks, and tracking membership. It has been a good product overall.

Slick interface. Good customer service.

No spell check on the desktop site. Limited ability to customize reports.

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.

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.

We upgraded our Shelby to ShelbyNext a couple years ago, and it's been WORLDS better. Before, we had to go to our "Shelby experts" in the office to sort of figure out how to do anything, and now, it's so simple and user friendly that you almost don't need training to utilize it. It's been great with how much employee turnover we've had in the past year.

In SheblyNext | Membership, I love that as soon as you open the application, you're greeted with a search bar that you can type whatever small tidbit of information your have on someone, and instantly get it. It's been extraordinarily helpful when I'm in the receptionist roll. I'm also a big fan of how nicely organized all the details of each individual is laid out, and I love that you can link families together.

We upgraded from the '80's-'90's version of Shelby, and what I miss the most is being able to see an individual's overall attendance percentage from their attendance page instead of just green checks or red x's.

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.

We have been struggling with forms created duplicate Shelby membership profiles when payments are made through online giving. Can't get a straight answer on why it happens or how to fix it.

I feel Shelby Membership is user friendly, not difficult to navigate. Most features are self-explanatory.

Support. We have been trying to resolve an issue since August of 2018. I have emailed with 4 different people. The name I was given never responded to me after emailing on 10.4.18 and 11.18.18. Customer service lacks when trying to resolve 'large issues' over long periods of time. I'm disappointed not one person has bothered to take ownership of our issue and work with us to resolve it. Need more tutorials for those beyond basics.

It has been good to use. I called to resolve an issue yesterday.....was 6 in line and waited 40 minutes to get to talk to someone. I also received an email based on my last review asking if I had any questions or how they could help. I emailed back within 2 hours....that was back in June. I have not heard back from anyone. Hoping my email went to spam and they didn't see it rather than not responding at all.

Easy to use and introduce. It was not hard to train people or to get people to log in and start using

Cannot rely on it for history. We look at past attendance, but being in a college town people come and go. When a person is deleted from the database, we lose their attendance -- so a 5 year look at history in attendance is not accurate, so we are having to keep an Excel Spreadsheet to keep records. Frustrating. I wish there was a way that after 6 months or a year that the attendance would freeze and stay - regardless if a person moves their membership.

It is quick and easy on most things. Calendar entry is fast. Looking up names is fast. However, you should not have to look at ALL NAMES, even the people who have moved on.

The Calendar - it is easy to add new things, but could use some more sorting, editing options. It would be nice to select optional dates for events. At the present time, if you put an event to happen every week, but would like to skip a week or two, you cannot do that in the initial entry. We have contacted about this many times. They seem to ignore calendar fixes! Also, we need to be able to print a calendar list that includes dates, times and room numbers. Again, we have asked several times to no avail.

ShelbyNext is an upgrade from the last version of Shelby v.5, which I never used. Having only seen it, I can say that ShelbyNext looks a lot more streamlined and more modern, but still not as up to date style/formatting wise as other church directory database/info sites. We've had several instances where when problems arose, customer service reps were just as perplexed with the issue. However, in recent days I have seen some improvements that at least proves that the developers are listening to the issues and trying to find the best solutions.

Ease of searching for member information, inputting attendance, creating groups and adding new members and editing group after creation.

Mass contact emails - a very rudimentary style. It does not include easier way to input images without having source URLs. I'm also not crazy about their app - it's not as user-friendly as it appears. Access to the calendar only allows 3 months of viewing and does not allow even admins to edit through the app calendar.

We used the locally hosted version of Shelby for over almost two decades and made the switch to the hosted version after evaluating other options. It's a good product for membership tracking, but not yet a great product.

Basic functions in ShelbyNext Membership are easy to use and the software is responsive. It's custom made for churches and a church of our size (~800 people) seems a good fit for how they have the software organized.

ShelbyNext Membership needs to be more customizable, especially with its reporting. Personalizing reports is practically non-existent and adding this one feature would GREATLY enhance its usability. The lack of a reporting module severely limits our ability to use this to its fullest.

It helps us as maintain our records of members and non-members in a most efficient way.

I have been told by the people at Shelby that it is a very literal program. Once I fully understood that it has made using Shelby Next Membership so much more effective. I am learning to think like Shelby and it is helping me use all of the tools Shelby provides in a way that is beneficial to the goals we have for the program.

I am not pleased with the photo capabilities of Shelby Next Membership. Shelby V5 had better capabilities - providing a way to add two types of photos to each person's record.

Membership database and communicate with members is the key to this software. Highly recommended if you want to follow up with your member with new technology cutting age

Be able to have membership database was one of my favorite. Create the group for your bible study. Connecting with members and send their giving statement via email or mail.

So many features to learn but overall this product worked really well in long run. Keep finding a way to simplify the software will be helpful. Also not be able to edict automatically giving is a little challenging but it is manageable.

So far, haven't used it enough to come up with a good list, but it's working out well for me.

Ran labels for the first time, and it was so much easier than old Shelby. Much more trimmed down in the amount of stuff retained. I am still learning....so I'm not the best one to go into too many details. Running records seems to be easier, as the old system was SO difficult! I like being able to see the various groups and checking off the ones I need to access and print.

Can't put in a birthdate for someone unless you know the year born (automatically plugs in the current year). Have to use the mouse more. I though looking up a record by name was a little easier with the old system. I may be wrong but I'm hesitant about putting in any visitor records because I know we have limited names we can store in ShelbyNext without being charged extra. But it DOES help me keep the system "cleaner" than the old one, as names tended to hang around too long. In attendance-taking...I don't like to have to state the date each time I check off an attendance roll. Would be nice to put the date in once and have it apply to all the rolls I'm doing attendance on.

We brought in a trainer to work with us directly and help us utilize some of the customization. We are keeping track of our visitors, regular attenders, and members data. We are able to manage our busy calendar and all of the financials are connected to the membership files.

I like how everything is in one spot with ShelbyNext and there are customizable options. You can track almost anything with groups.

I do not like the how their isn't a system log on the calendar.

We are able to deploy information somewhat easily to volunteers for ministry which has been great.

Mobile App was easy to use and makes ministry “in the field” more possible.

The conversion process was not as well managed as I have experienced with other companies in the past.

Ease to use Different features Used for check-in for our weekend services and other events

lots of different features and ways to use the software easy to use and learn good software for registration for events

Working in Children's Ministry, we frequently need to send emails to parents, but there isn't an easy way to do that without creating a list. You can't do it just from an event sign-up or from a list of kids. You have to create an excel worksheet to do that.

Still trying to get used to the new system.

Some reports are easier to attain and print.

I can't see last contributions on this new system and some reports I'm not able to pinpoint information to get a report on this information. When I called ShelbyNext support - they could not help either. Also - recently, after I've inputted the attendance for our Sunday morning - after hitting save - all members of our church come up as "present". I've had to manually "excuse" members so that the attendance for that week would be accurate. Also - when inputting attendance - I don't like that I have to type the person's name in to mark their presence-I liked Shelby 5 where I could type the last name and click on all family members that were present.