Saved by the Shepherds

Overall I have had a great experience with the SheepCRM system. I can't imagine my role being able to function without it! It is integral to the day to day runnings of our business.

Pros

The Shepherds at SheepCRM - customised the product to our needs adapting to our requirements. It made it much easier to manage staff time and holiday - and keep record of our clients bookings. Overall visually fantastic.

Cons

Having to know specific short cuts to type into a URL to get to certain parts of the system - rather than having more button options.

Sheep for CIC

A few glitches early on but appreciate the efforts the team are making to resolve issues. The team are very supportive. We are hoping to use Sheep more often and eventually use it as our main booking system.

Pros

Sheep is fairly easy to use and the interface is quite clear and easy to navigate. Easy to find contacts. Calendar easy to search.

Cons

The need to refresh pages whilst filling in data Difficult to create reports Would prefer a more customisable format Slightly clunky

Review of Sheep

Pros

It stores all my contacts in a handy database, showing useful information about each person including their organisation and colleagues.

Cons

Would like to improve how you update a person's job role and when they leave an organisaiton. For example now we have to create an additional connection and keep one saying 'previous education officer' at xyz museum...and then add new connection 'education officer at ...so that we can keep the work history of the contact and where we've worked with them before. Would prefer it wsa kept on their profile in a more user friendly way. Also find it quite slow and clunky. We have two versions, V4 and V5 not sure what the purpose of v5 is?

Initial Review

We are going from a system that doesn't handle membership at all to a system that will allow us to automate most of our processes. SheepCRM has made this extremely easy, yet still challenging our way of thinking to find efficiencies and improvements.

Pros

The platform is easy to use right out of the box. Anyone with even a slight background in CRM/Membership Management will be able to use this software quickly. Implementation has been very smooth so far and the customer service has been outstanding.

Cons

It is too early in the process to point out any cons.

Flexible software to manage an association

Sheep is allowing a level of automation, management and infrastructure that is allowing the business to grow. Also knowing there is a small dedicated team constantly working on the system and working with us is a fantastic asset.

Pros

The ability to seamlessly integrate SheepCRM with a variety of other platforms allowing us , as an organisation, to better manager resources and systems. It has not only saved us time and money but also allowed the business to grow.

Cons

The system works best with specific 3rd parties, if you require other third parties it can be done but there is additional cost