Ratings & Reviews

Overall Rating

4.35 / 5 (359)

4.35 / 5 (204)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

February 20, 2020

February 25, 2020

Pros/Cons

  • Pros

  • very easy to use and very helpful to the business

  • It's easy to use! I love the reports tab! I love that I can ask for specific reports! It's nice to have access to how to videos as well.

  • Cons

  • The editor to create messages and form is a little confusing. It's nothing that can't be overcome, but it would be nice if the editor was more flexible.

  • The discussion area/board is not as robust as it could be. Our last platform had the ability for members to post and have it immediately shared. Also, an app for MemberClicks would be ideal.

  • 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