All SheepCRM Reviews

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Anonymous

2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2023

Esssential to our start-up membership business

Generally great - SheepCRM has grown with our business with the first year of development and trade. As our business expands & develops, we're confident Sheep has all the functionality and features we need to maintain a solid membership experience.

PROS

Sheep was great to us during the hectic start-up of our membership - they fully supported us in getting our membership base up and running and our self-service members app. This was much appreciated whilst we were on a time crunch to get open and functional.

CONS

Some parts of the CRM can only be activated with the assistance of the Sheep team, but I appreciate this is to avoid breaking parts of the system.

Reason for choosing SheepCRM

Sheep seemed to have the best support functions and was very lead by seeing that other car/automotive clubs use Sheep.

Lisa

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2023

Detailed product with many functionalities

Good product. Perhaps too complex in some areas for our needs. Support engineers are always thorough and knowledgeable about their product.

PROS

The Layout and the integration with Xero and other bolt on products.

CONS

The automation. Once the parameters are set then things do run smoothly. I prefer the look and navigation of Blue Sheep to Green Sheep.

Reason for choosing SheepCRM

The adaptability of the product was a plus point and the integration with our website. The project manager was knowledgeable and professional which installed much confidence.

Reasons for switching to SheepCRM

It didn't work alongside our website - two different platforms

Penny

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed February 2020

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?

Gemma

Sports, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

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.

Reason for choosing SheepCRM

Sheep at the time was more able to customise it's systems to our requirements. Also the Shepherds were easy to talk to and invited feedback and collaboration.

Alice

Music, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

An extremely helpful CRM and Member Log-in Tool for Membership Associations

PROS

It's highly relevant to our daily operations, and tailored exactly to our needs as a small membership organisation. It streamlines and automates a huge amount of our work, and creates a better experience for our members.

CONS

So far, I have no complaints! There are a few features that might be useful going forward, but anytime we raise these with the team they either have an alternative or let us know that new features will soon be coming.

Reasons for switching to SheepCRM

The other CRM system was hugely sales based and not relevan to running a membership association.

julie

Non-Profit Organization Management, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2020

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

Reason for choosing SheepCRM

We felt this product was fresher and would enable us to connect with existing software and apps. We also were happy with the flexibility and willingness to develop the product for our needs

Brian

Non-Profit Organization Management, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

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.

Reasons for switching to SheepCRM

eTapestry was not a membership solution and required us to handle almost everything manually.

Paul

Photography, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

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

Reasons for switching to SheepCRM

Sheep offered more capabilities that we needed

Edward

Information Technology and Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Great membership data system to have at the heart of your technology stack

PROS

Overall structure of the data is very well suited to membership organisations / associations. The number and depth of integrations make Sheep a great hub at the centre of a membership technology stack. The support team are excellent.

CONS

There are still a number of rough edges to the user experience. These are being actively addressed though, and it is usually simple enough to work around in the meantime.

Andrew

Non-Profit Organization Management, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2020

Automation matters

The key benefits we are realising with SheepCRM are the automation of previously manual tasks, freeing up time. The challenges have been getting a few bits of bespoke development to deal with unusual aspects of our Association.

PROS

Having our renewal reminder and new join emails sent automatically, removing the need for staff to spend time compiling lists is great. That the emails can be coded to look different depending on member setup is great and crucial to making this a success. The different levels of user account are also incredibly useful. Rather than non-office staff needing to email the office to provide member details, we now give them basic accounts so they can look up the details for themselves. SheepCRM have developed some manual reports for us, cutting one task that used to take half a day to 10 minutes, and most of that is a final check of the output.

CONS

The way that organisations vs individuals are dealt with in the database has given us a few issues. We have people who can be both members of our association in their own right as well as the primary contact for an organisation. SheepCRM have put in effort at no extra cost to help us to resolve these issues.

Reason for choosing SheepCRM

The deciding factor in favour of SheepCRM over their competitors was the low fee for the level of functionality.

Reasons for switching to SheepCRM

The old product was very manual and relied on us contacting the provider to carry out various key tasks for us during the year. This was wasting huge amounts of office time, causing them to fall behind on important membership tasks. We needed a product that would automate the every day tasks and allow us to do the annual reporting and updates ourselves.

Derek

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Sheep CRM was the answer I was looking for

Working with Sheep has been extremely positive and has enabled us to centralise information that used to live in many places online and offline into one place and it now runs in the background giving us the joined up information we need and can trust on our customers, supporters and volunteers. [SENSITIVE CONTENT HIDDEN] and the team have been really helpful and open to some custom developments to make things work for our specific needs and we have worked together to design them in a way that can be useful to others and rolled out to all users.

PROS

It does exactly what I was looking for which was to centralise and join up our CRM data that previously lived in many different places. This enables me to keep mailing lists up to date & GDPR compliant. The volunteer management elements are also excellent and the team at sheep have worked with us to develop this to meet our needs specifically with features that have then been rolled out to all users. We have found the Sheep interface to use and any users have quickly picked it up.

CONS

One aim is to bring together all our donor financial information into one place so we have a reliable record of a donors giving history. We're not there yet, but this is more to do with the complexity of the dataset, and it not being enough of a priority to fix at this point, rather than a failing of Sheep capabilities.

Reason for choosing SheepCRM

There are two main factors for my choice to use Sheep. The system is fresh and built from the ground up to be cloud based and accessible anywhere. Without needing to run any local servers at our office. So many of the solutions out there are much older and their legacy systems have become incredibly complex, they are playing catch up to transfer their products to the cloud. Sheep came without all that baggage and was all the better for it. Secondly working with a small team we have been able to get to know them, work on things collaboratively, and support their growth as they develop their product. I much prefer that model to working with a huge corporation where more often than not the answer is 'sorry we can't do that'.

Reasons for switching to SheepCRM

After a process where I looked at several CRM suppliers, and having started down the path with one of them, the whole process of setting everything up felt hard work, and the system was more complex than we really needed and not really flexible enough, despite reassurances from the sales team who I dealt with initially. So I took the call to stop the project and look at what was out there again which was when I discovered Sheep. It cost me money to cancel the original contract, but I have no regrets and know Sheep was the correct choice for us.

Sandi

Accounting, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Incredibly versatile system -plus quick and helpful support

We were in on the early days of Sheep, and were fortunate enough to get a highly bespoke system in place. We use sheep mainly as a sophisticated timesheet processing system. Sheep is unique because it uses the time blocks we need, and the cutoff dates we need. It also accurately generates BOTH invoicing and salary data. We didn't find any off the peg timesheet systems that would do this. So for an SME, I don't think there are many other moderate budget options like this out there. We previously used linked spreadsheets. This system was time consuming, cumbersome, and vulnerable to error. It was also expensive, considering the MD was creating the spreadsheets! Our sheep system is much faster, because it is cloud based. The data is created by the staff: the admin team can then collect the batched data for further processsing. Sheep also has many integrated automations through Zapier which can be used with accounting, or other business processes, to make work easier and faster. In summary, we love the ever evolving sheep system, and the support we get from the sheep team. Sheep is the spine of our business.

PROS

Our Sheep system is extremely versatile. We use it as a basic CRM and a sophisticated timesheet processing system. It has the ability to accommodate both these requirements. We particularly like the fact it is cloud based, and uses staff generated data. All staff are remote staff. The fact the software is also mobile friendly is particularly important, as our people are always on the move. Last, but not least at all - we always get great support on the rare occasions we need a hand.

CONS

I've nothing really to add in this section. We are happy with the system.

Reason for choosing SheepCRM

Accuracy, speed, and ease of entry. All these add up to reduced costs.

caroline

Entertainment, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2020

Sheep Review

When we first started using Sheep for volunteers, it was hard to monitor how individual teams carried out their recruitment (we have around 70 teams, each managed by a different volunteer), and obtaining the information we needed was very complicated. Working with [SENSITIVE CONTENT HIDDEN], we have been able to improve our processes, and now know at the click of a button how recruitment is going. We have been able to ask for specific changes to suit our needs, which wouldn't have been possible with a bigger company. Support from the whole Sheep team has been excellent.

PROS

The software has really helped us streamline our volunteer recruitment, and has reduced the amount of time both my myself, and our volunteer team leaders have to spread on administering and processing applications. We have been using the system for 3 years now, and are in the build up to the 4th festival using it, so we have seen it grow and develop of that time. Each year becomes simpler.

CONS

There can be the occasional issue where Sheep doesn't recognise someone returning to volunteer the next year, and then it gets confused, but this is pretty straightforward to sort out.

Michael

International Affairs, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

A CRM to flock to

Sheep has enabled us to move our membership database online and to integrate it with our accounts, event-management and payment systems. and the developers are very responsive to requests for new features and support.

PROS

The combination of membership management and integrations with accounting, event management and payment services is perfect for a small organisation. and the developers are very responsive to requests for new features and support. There is very good online documentation and help.

CONS

Two interfaces are available, but not all features are replicated in both.

Reason for choosing SheepCRM

The availability of integration with Xero was a fundamental consideration for us. Integrations with Stripe, GoCardless and Eventbrite were also important.

Reasons for switching to SheepCRM

Sheep has enabled us to move our membership database online and to integrate it with our accounts, event-management and payment systems. It made it possible for us to operate our organisation with lower fixed costs by reducing the need for both staff and office space.

Kerry

Marketing and Advertising, 1 employee

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Sheep - good for targeting your marketing

I'm a freelance marketer and business administrator. I work with clients who use various softwares to manage what they do. For CICs (Community Interest Organisations), and membership organisations who have previously just mailed everyone with everything, I have found that those who use Sheep are increasingly well organised. I spend less time looking for data and insights because I can create reports to get me that info immediately so I can get on with creating the tailored comms. Sheep helps each business address its individual needs, whether that's tightening up or tailoring comms, catching/ reminding late payers to improve cashflow, or getting back in touch with members who might otherwise drop off the radar, that kind of thing. It's a million miles from cross checking spreadsheets and it's actually easier to use!

PROS

One of the great things about Sheep is that you can get to the interesting data you need quickly, because it's all in one place. You can go to a individual donor to a charity for instance and see their whole donation/ engagement history, or you can go to an individual event and look at who attended it. Helps if you want to then create marketing materials directly aimed at all those who like X, Y, Z, or to send things out in a timely manner, i.e because you know that person's going to be active or want to attend an event or donate around February. You can also search by any criteria (ie for all people who attend more than two annual events, or for those who have lapsed with their membership, create a list of those contacts and email them with tailored comms. It's really handy. For small business who still send out mail in the post, sending letters only to those who are quite likely to come is a much better ROI for instance.

CONS

Tough question. As a marketer, only certain elements of Sheep are relevant to me when I work with clients that use it, and the elements I use are all fine and do what I need.

Ian

Hospitality, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

Excellent CMS with good all-round functionality.

As an organisation we have been using SheepCRM for around 3 years and have seen the product develop over that time. It is a very good CRM tool that has multiple functions that particularly suit our needs. We have a good understanding of the platform and have developmed a sound releationship with the development and sales team, who together ensure issues and development areas are dealt with promtly and professionally.

PROS

The ability to use data for multiple cross-functional tasks.

CONS

Not always as intuitive as one would like, but it's getting better all the time!

Reason for choosing SheepCRM

Saw the product's potention to do more.

Nick

Non-Profit Organization Management, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

Sheep is a crucial part of keeping our performance at the highest level.

Keeping track of communications and donations is incredibly helpful and generating documents which review donation histories of contacts provides a great resource for analysing performance over time

PROS

Easy means of filtering contacts by a range of parameters Quick and easy to produce documents to analyse fundraising performance over time A wide range of integrations between other software providers

CONS

The usability can be somewhat confusing The tags function can quickly become messy and limit grouping of contacts

James

Automotive, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

SheepCRM changes business future

As a business we have benefited greatly from increased communication with our members, increased cash flow, good take on on new products and services we struggled to offer originally. The software also allows us to plan activities and projects for the future safe in the knowledge that SheepCRM will support its role out and implementation

PROS

Very intuitive piece of software. Easy to see how it interacts with other products and builds a profile of our members. GDPR compliant and in an easy way.

CONS

Difficult to answer, there are a few little things, but they are minor and are more related to being used to a previous product that operated differently.

Reasons for switching to SheepCRM

The product was much easier to use and link up with other products and services. It also provided a secure solution to the GDPR regulations.

Sara Beth

Professional Training & Coaching, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed February 2020

SheepCRM review

Brilliant! Big thank you to the team for all you do to support us.

PROS

- the support from the team is quick and proactive - it provides functionality that enables us to manage, grow and support our membership - it's ease of use - the ability to integrate with other platforms - the interface is attractive and simple to operate

CONS

- some of the functions take some time to update, ie merging of duplicates/updating of memberships

Ruth

Food & Beverages, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Food Pantry management

The support that we received whenever there was a problem or something I wasn't sure about was excellent. Instructions were really easy to follow.

PROS

It was a good way to gather, store and manage member information. The fact that members could manage things for themselves was also good - it gave back control and dignity.

CONS

Manually logging and linking payments. This was time consuming but suspect that that was because we didn't use it to its full potential.

Lucy

Leisure, Travel & Tourism, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2023

A great work tool

PROS

Self service function for customers, payments, comms options, invoicing and data extraction. Reporting and filter options are used frequently too. Support staff are prompt and friendly.

CONS

we still have lots on our wishlist but we will get there with time and money!

Valeria

Performing Arts, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed February 2020

Excellent Customer Service

PROS

- The customer service is prompt and helpful. They really help to customise the product to fit your needs. - Simple and easy to use.

CONS

- Sometimes it can be a little bit slow - We have found some features can be type sensitive and mistakes can be difficult to rectify without the help of customer service

Rachel

Environmental Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed December 2023

new user to SheepCRM

PROS

it is simple and quick to update. we are a small charity with few staff so the automation works great

CONS

not found anything yet but it is only a few weeks in

Reasons for switching to SheepCRM

poor user interface, complicated and they messed up our data in an upgrade in 2021

Nadia

Philanthropy, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2020

Non for Profit use

We have found it to be an extremely good system and it was able to be customized to suit our membership needs for our organization.

PROS

When looking for a new product we sought out many different options in both UK and USA. This was affordable and we appreciated the hands on efforts of the Sheep team with all our questions and concerns.

CONS

Sometimes we suffer a lag when using it in the morning which we put down to the time difference in the Cayman Islands

Reason for choosing SheepCRM

Service, pricing and customization.

Reasons for switching to SheepCRM

Gift works was getting too expensive for us and it was not able to do all that we needed.

Billy

Transportation/Trucking/Railroad, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Good to find our members

Very positive. I find SheepCRM very easy to use.

PROS

Easy to use and navigate. Can find our members with no trouble.

CONS

Nothing springs to mind really as it is a good system

Showing 1 - 25 of 38 Reviews