Ratings & Reviews

Overall Rating

4.27 / 5 (445)

4.35 / 5 (203)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 21, 2020

February 20, 2020

Pros/Cons

  • Pros

  • It is very easy to use, I like that I can update member information and it reflect immediately.

  • Easy to use, interface for web design is great. Easy to edit site.

  • Cons

  • A few features aren't intuitive, but these are mostly the "behind the scenes" administrative tasks.

  • There are some issues that have not been resolved. The response has been good in fixing issues. However, the past president still appears on invoices and member renewal emails.

  • Pros

  • Support team is great, and really helps in the on boarding process. They are very fast in response time and give many options for helping solve situations.

  • Extremely user friendly. I could figure out how it worked quite easily and i am not a tech Wiz which I found to be quite pleasing.

  • Cons

  • I think emailing clients out of the ZenPlanner could be a bit better designed. The function itself works but it's not as simple to use as the rest of the system.

  • The app looks and feels a little dated. The browser experience is better, but could also use some fresh designs so it doesn't feel like a legacy product.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots