Excellent reports and functionality

Daxko is the gold standard of CRM tools. Every option is configured to where you expect it to be. Our IT Dept has integrated into our systems and I am working with vendors to use it with external software.

the Mass amount of options and features it is easy to get lost discovering new reports and new ways of doing the same thing.

Overall this software does a great job with our Operations, Billing, and Fundraising . What I really love is how it imports directly into our Daxko Accounting software. It is also very logical and easy to figure out as the Daxko Help Center has a lot of self training so users can learn as much or as little as they want.

Like the Title says, Daxko Operations contains our member data and contact info, does our membership dues and program billing, including corporate and 3rd party billing which you can link to individual members. Tracks our childcare data required for State Licensing, tracks our programs, camps, registrations and payments. We run our Fundraising campaigns out of Daxko Operations as well. My favorite feature is actually the people behind the software - customer service and the engineers as they always help when I need it, they listen to features I need and create them. It's like having our own people but at an affordable monthly rate.

There are a few things that are not linked that I think should be linked. Some of these I've contacted customer service and they made it happen.

My organization uses Daxko software for childcare billing, health and wellness gym members, we have Daxko Engage, Mobile, and Operations. It will be my suggestion that when the terms for these contracts end to not renew. It would be better to have 4 different systems that can talk to one another, than one inflexible bohemeth limiting what we can do.

There is a pretty in depth help website, customer service is responsive, and the concierge support services are overall very beneficial to learning the system.

Overall, I find Daxko to be a cumbersome software to learn and onboard new members on our team with, moreover, it is an inflexible system for tagging, organizing, and pulling member data. The software itself does not hold data so it is difficult to look back on metrics a year (or sometimes) a few months later. We have to buy additional software systems to do what Daxko cannot do- which adds to cost. The years long contract agreements, means you have to get used to (and build systems around) something that is just not working well (or pay out the contract- not feasible for a nonprofit) To get in depth customer support, you have to pay for concierge package with their team (who are very nice and kind people). Nevertheless, we wanted to delete a large batch of inactive club members out of our system, and there was no easy way to do that, we reached out costumer support and they sent us a price estimate of hundreds of dollars. Unless you have a team committed to never turning over, learning the system in and out, and making airtight systems around it- it would not be my first choice.

Operations is very easy to use and understand. It is pretty straight forward and allows for notes and information to be added to each member.

We should be able to send an email to all the active members in the system through Operations.When doing invoices, we should be able to mark an invoice so it will not be produced each month but leave on the account.

I am an advocate for Daxko in our organization. The support and customer service is wonderful.

The ease of membership sales and changes. It is great being able to track staff usages through the event log. The recently updated Corporate Membership invoicing was a great update, literally saved me hours of time per month.

The child care package can be very cumbersome when you need to change an enrollment for a child. When granting permission, sometime is not clear exact what those permission are.