Shelby Financials

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Ratings & Reviews

Overall Rating

4.25 / 5 (16)

4.03 / 5 (158)

Ease-of-Use

3.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

March 6, 2020

March 20, 2020

Pros/Cons

  • Pros

  • The ease of use which makes training co-workers much quicker and more easily understandable. The various modules make database management more effective (specifically EVENTS).

  • The ability to add as much data about a constituent as you want, in regards to giving, organizational, family relationships.

  • Cons

  • Sometimes the interface leaves a lot to be desired. Also, there seems to be consistent freezing issues that have never been resolved. Adding custom fields can be hard.

  • It is not user-friendly. While the tools at your disposal are copious, new users will be at a complete loss. We transferred over from another system and we still required a lot of training.

  • Pros

  • The software is very intuitive. Great template layout.

  • I like that it is web-based & I can access it easily on other devices besides my work computer when necessary.

  • Cons

  • help topics are hard to find. Support is always helpful but sometimes there is a wait.

  • Sometimes it runs a little slow because of it being an online software. Other than that there are no issues.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

45 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots