Agilon's ONE Software

4.02 / 5 (27)

About Agilon's ONE


Designed to equip nonprofits with cloud technology to manage their organization, Agilon’s ONE donor management and customer relationship management (CRM) system offers best-of-breed solutions for fundraising, donor management and charity and event planning.

Beyond these capabilities, the software also includes integrated e-commerce and marketing and outreach modules that deliver email marketing, advocacy management and web content management tools.

Agilon's ONE is suitable for midsize to large nonprofits. Their clients include faith-based ministries and churches, health care and hospitals, public broadcasting organizations and international groups.

Keeping information conveniently in the cloud, Agilon’s offers a web-based deployment model. They also offer a mobile app for users to update and enter data even when they are away from their office.

Agilon's One also has a partnership to incorporate their solution into PeopleSoft’s Contributor Relations module. Support is available via phone, email or online web sessions.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8

27 Reviews of Agilon's ONE

Average User Ratings

Overall

4.02 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(7)

4 stars

(15)

3 stars

(3)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 27 reviews

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March 2019

Pat from Southern Illinois University Edwardsville Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2019

Agilon - is this software for you

I feel that it's been easy to keep our data clean due to the checks and balances in place for data verification. The gift entry process is set up to easily accommodate batch imports which has made that process much quicker and easier to handle. Any problems that arise, their customer support team is more than happy to help you resolve, which is invaluable.

Pros

The absolute best part about Agilon is the customer support. Always prompt and available for consult. Work diligently to provide answers to any question you may have.

They have a wide variety of functionality, especially with report distribution and validation of new data coming into the system, which I truly love. Data entry processes are clean and easy to follow.

Cons

If you don't have a dedicated IT staff, getting information out of this software is difficult at best. In our case, we used standard templates provided by Agilon for our data extraction which, because they weren't customized, gave us way too many fields of data to sift through to get the actual information we wanted. Selection Wizard overall seemed complex and confusing to me as an untrained computer user hoping to pull any type of lists on my own.

Also, the process we use for issuing gift receipts requires that we manually keep track of which transactions have already been receipted, which I find cumbersome - if they could add a flag of some sort that would mark the donations already receipted so all we would have to do is pick up any unmarked donations each time we process the receipts that would seem to make much more sense.

October 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3.0

Functionality

5.0

October 2018

Agilon Review

Overall, I really appreciate Agilon and it's capabilities. It is the best database software I have ever used, in spite of the anomalies I find from regular use. I would definitely recommend it to any large organization.

Pros

I appreciate the amount of data Agilon is able to catalog. As well as the structure of the interface. It is easy to read and to sort through, especially related to multi-year giving patterns, funds, etc.

Cons

It is clunky. It takes a long time to sort between donors and to add multiple-similar Contact Reports/Proposals. I have found that I can create one "large" proposal for Board Members and add multiple donors to have proposal, but that is not very accurate. My example is as follows:

20 Board Members are invoiced for Dues ($1,500/BOV Member) totaling $30,000
- Rather than create one proposal "Invoiced for 2018-19 BOV Dues of $1,500" and copying that to multiple IDs, I have to create one $30,000 proposal and add multiple donors. In essence, it is the same, but I can see how that would get confusing down the line as no single member was solicited for $30,000

I have found similar inefficiencies with Contact Reports for multiple donors.

October 2018

Shang from The University of Oklahoma Foundation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2018

Agilon ONE is very easy to use and manages donor, alumni data efficiently

Pros

The interface is clean and easy to use. Manage donor and alumni data effectively. It is also highly customizable; almost every page has “user preferences” option that you can customize to which data and in what order that you would like the information to show. Their customer service is top-notch; polite and respond to your question quickly.

Cons

Searching a donor or switching from one page to another could sometimes take a long time. Like all software, there are limitations before the actual feature is developed; such as in event, to be able to display custom design page header or words for different events; To be able to use mobile device to check people in and print name tag at the event.

December 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

December 2018

Agilon One

As a back-end server administrator, most of my work involves setting up the servers and prepping them for Agilon. Agilon has been excellent customer service wise. If I ever needed to contact support, I honestly never recall leaving a message. If I did, I received a call within minutes. They administer and support the product fully and provide the infrastructure for us to build our database, application and email servers. Very good experience with Agilon.!

Pros

There are a lot of features for Higher Education that Agilon One has that make it easy for integration with Alumni and major donors. We also have an interface that links our call centre application to retrieve database information from particular grad years so that we can target our alumni to be contacted.
Easy to use, easy to integrate with Oracle. Vendor was exceptional in providing support, assistance, and migration to newer versions. Many modules such as events and relay which provide an internal way to email alumni without resorting to 3rd party mailing houses.

Cons

it is fairly complex for staff to use in terms of if they sparingly use it, they may be slow or resistant to use it or use it properly. End users have a difficult time in adopting ANY system, so they tend to forward their data entry requests or even search / report requests to our data entry / reports team. It should be more self serve, however, in my organization there is a culture of laziness and pass the word to someone else.

June 2017

Veronica from American Quarter Horse Foundation

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2017

This software is very user friendly and allows for excellent customization.

The software has allowed us to track gift details (which was very limited prior to our use of this product and Ascend.) We have also found the prospects module useful in tracking donor contacts and plans. The virtual directory is also a great place to store policy/procedural documents so all users have a centralized location for these documents.

Pros

The software is easy to adapt to our organization and extending the database is very intuitive. Easy to use even for non IT professionals.

Cons

Our application often runs slow which is the primary complaint I receive from our users. I also don't like that we can't copy giving pages. The ability to copy giving pages would make it a lot easier and faster to create new giving pages.

October 2018

Calvin from BGSU

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2018

Working through Agilon and its various uses

University / Higher Education efforts have been well received when working with the CRM.

Pros

Certainly like the efficient and quick response for delivery of needed info when entering a Contact/Corporate name into the search box. Also, really like the ability to access Agilon via my mobile device and incorporate a 'contact report' for delivery to the program.

Cons

Sometimes the bugs that need to get fixed (IT side) takes away from the efficiency of usage of the program. But the IT team at our institution and the good folks at Agilon seem to get any issues taken care of quickly.

March 2019

Lauren from MAP International

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2019

Agilon User 3+ Years

The best thing about this software is truly the support you get from the Agilon staff because if you have an issue, they will do whatever they can to remedy it. Their daily Helpdesk is fantastic. They are constantly looking for ways to update the system using user feedback.

Pros

-The customer service, "Helpdesk"
-Highly customizable
-Ease of reporting
-User friendly
-Connection to DonorSearch/wealth screening

Cons

There isn't really anything that I like the 'least'. I think visually it could be improved, potentially with more colors or be less boxy, but this doesn't affect the way the system works.

March 2019

Jeff from Cleveland Clinic

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2019

Agilon One Review

Pros

We appreciate the customer service and the flexibility in the product. Our team is always thinking about ways to improve the functionality to make the job easier for our fundraisers, and the system is flexible enough to make customized changes on our own. If we can't make the change on our own, the vendor is amenable to working with us to make changes to the platform to benefit all of their customers. The platform is also very easy to use, which our fundraisers appreciate.

Cons

Probably the only complaint we have is we wish the platform was more mobile-responsive. Our fundraisers work on the road a lot and it would be great if they could do more of their work in the system on their iphones instead of waiting to get back to a desktop to input their contact reports.

June 2017

Forest from Oklahoma Baptist University

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2017

We have used Summit and ONE for years The features and functionality have continually been upgraded.

It is an easy software to accurately record and track giving and donor data. There are modules available for most users regardless of the size of the organization.

Pros

Web-based; user friendly. Ability to populate fields with information important to your organization for user understanding.

Cons

Selection Wizard is hard to understand and use compared to other reporting tools. Help tools
do not provide enough detail to understand the processes to accomplish goals.

July 2017

Penny from KSU Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

July 2017

I use this software both from the front end and through database in the back.

Great customer service. The vendor actually knows my name.

Pros

Ease of use for the casual user. Takes very little training to use the product but it's a little more complicated to enter gifts.

Cons

Unable to batch process reports which forces us to have a receipt system outside of ONE. Lacks quality controls like pledge payments can exceed the size of the pledge. Diffuculty controlling the giving tree, we would like to ignore unpaid pledges.

May 2017

Gayla from SIUE Foundation & Alumni Association

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2017

We have been with Agilon's One since 2009, and overall it has been an excellent experience.

Pros

The flexibility that is built into the software is amazing. This allows for customization without having to pay for enhancements. But when we do need an enhancement, the staff really listens and helps determine how best to accomplish our goals. The customer service is outstanding.

Cons

I would like to see a more robust HTML editor for online events, online Giving, Constituent Connection and Relay.

July 2017

Mark from KSU Foundation

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2017

I enjoy working with it. I am so glad we got off DB2 and on to SQL. Thank you for your help.

Learned a lot about CRM software. Understand a little bit better how the different modules interact and how a weakness in one can transfer to another related module.

Pros

The ease of getting data out to send to our 3rd party vendors (banks etc) or into the tables with files from vendors.

Cons

Some of the keys into the user_code table are audit_tran_key are messy to use and it seems unnecessary.