Fundly CRM software


11 reviews(4.0/5)
11 reviews(4.0/5)

Fundly CRM from NonProfitEasy is a cloud-based CRM application built for nonprofits. It offers tools to manage events, fundraising and donations.

Fundly CRM is built around several integrated core modules that manage interactions, donors, memberships, volunteers, events, communication and programs. The donation management module provides donor information, their engagement history, campaign participation and more. The volunteer management module is broken out to include skills, interests, participation, and training. The event dashboard allows users to view registration trends, create recurring events, integrate box office ticketing, and customize tickets and receipts.

Fundly CRM also comes with email marketing functionality backed with data collection and reporting capabilities that will create custom reports and mailing lists. Since all of the modules are linked together, there is no need for any double-entry in the system.

Fundly CRM is suited for smaller nonprofits looking for a solution on a monthly subscription basis. Support is offered via Email.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 2000

11 Reviews of Fundly CRM

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  • Amani from Council of Community Housing Organizations

    Specialty: Associations

    Number of employees: 2-10 employees

    June 2018

    First CRM for our organization

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Their customer support is very helpful and patient
    Their demos are thorough
    Lots of integrations available
    customizable dashboard view

    Cons

    The import templates are a bit clunky and if things that aren't entered just right, the import fails.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jeffery from Flagler Humane Society

    Specialty: Animal Welfare

    Number of employees: 11-50 employees

    November 2016

    STAY AWAY AND DON'T USE THIS

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This products used to be great when it was nonprofiteasy. Ever since becoming FUNDLY CRM it is terrible! Nonprofiteasy was so intuitive and easy to use. Now it is so complicated in a training webinar on how to run reports the person even said, "What you are learning here is the basics of computer programming." Are you kidding me? My job is to raise money, not be a computer programmer and that's what you are going to need or become to be able to use any of their products.

    Pros

    NONE

    Cons

    Their level of customer service used to be amazing ... now it is virtually nonexistent. Used to be you could call up and someone would answer that knew your name and was happy to help you. Now I have to submit a ticket for everything or pay $50 a month for phone support. One I even marked as urgent and it took them two days to get back to me. The only service they actually give you is a list of instructions or they tell you to attend a webinar. (Which, I would never receive the credentials for and when I asked about it they told me it was a problem with my email server and that there was nothing they could do about it)

    It's pretty much impossible to use unless you have nothing else to do but to sit for hours and try to learn it. We've been with this company for about three years and in it's desire to grow it has forgotten the customers that helped get them started. They don't care and won't help you with anything so you're pretty much on your own to try and learn this

  • Meghan from Homes from the Heart

    Specialty: International Organizations

    June 2014

    Great donor management options, but can be very time consuming.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    We currently use a lite version of Nonprofit Easy, since we are a very small organization with around 150 donors. This was highly affordable compared to other options and suits our basic needs for being able to organize and track donor relationships. The donation statistics and reports are great.

    Cons

    It is not efficient or intuitive to use, and it frequently lags or logs me out altogether. This may be different for customized or full versions.

  • Philana from Revive and Restore Ministries, Inc.

    Specialty: Faith-Based Ministries

    June 2014

    It's a good product for the price.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Price and ease of use. They were very easy to work with. So far, so good.

    Cons

    Haven't run across anything yet that can't be overcome. Some components don't really apply to our organization, but it's not that big of a deal to have them appear.

  • Caitlin from Springtime House in Romania -USA, Inc.

    Specialty: International Organizations

    June 2014

    Getting better

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I like how the contacts can be organized by family connections, organization connections, and contact types.

    Cons

    I made a newsletter from a Word document I've already created. When I tried to copy and paste it into the Newsletter section, the text and pictures were very skewed. I had to spend an extra hour trying to get it to look right again to send out to my contacts through my contact types lists.

  • Kim from Early Childhood Network

    Specialty: Human Services

    June 2014

    NonProfitEasy Review

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    NonProfitEasy is very user-friendly, and the tech support conference calls are great.

    Cons

    I don't always have email addresses for people and can't enter them as a contact unless I do.

  • Autumn from Communities In Schools of Auburn

    Specialty: Other

    June 2014

    Overall a good product

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    I love being able to sync up people to their jobs without having to create two separate profiles (like in our old system). I also like how you can create relationships between two people but still have separate profiles for them.

    Cons

    The auction module runs very slowly. I am told this is being fixed in the June rollout, and I hope this is the case. The slowness made our auction event very frustrating.

  • Pat from Canines for Service

    Specialty: Human Services

    May 2014

    Updates improve functionality

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It's aces from anywhere, and the data is comprehensive.

    Cons

    It still needs some help with the e-news features. Newsletters are still a challenge with formatting, but they're not insurmountable.

  • Pat from Canines for Service

    Specialty: Human Services

    March 2014

    Good product; still working through some issues

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The tech support has been very good. They are quick to reply for the most part. They will advise if the tool cannot do what is being asked and will give the how-to or advise if it is on the wish list.

    Cons

    Tutorials are so good. Searching for what you are looking for is difficult unless you use "NonProfitEasy language".

  • Caitlin from Accutest Laboratories

    Specialty: Faith-Based Ministries

    February 2014

    Good but Could Be Better

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It has a very creative organization style. I enjoy the relationship connections in the contacts and the street address confirmation.

    Cons

    It took me a while to realize that the contact information I was typing in the contacts was not saving as I continued on to make a new contact.

  • Rachael from Sherwood Center

    Specialty: K-12 Education

    December 2013

    Why My Organization Chose NPE

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The software is functional, attractive, and affordable compared to similar brands on the market. It also seems all-encompassing; there is very little that you have to add to the basic package to get started immediately. Customer service has been great!

    Cons

    Nothing negative so far, but I am a relatively new user.

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