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Aegis CRM

Overview

Aegis CRM 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Aegis CRM
Aegis CRM
4.2
(5)

Pricing

Pricing available upon request

About Aegis CRM

Aegis CRM is a marketing platform designed for nonprofits aiming to enhance donor retention and lifetime value. The software utilizes machine learning to analyze extensive consumer data, helping organizations engage donors and boost fundraising across various channels.

The platform gathers multiple of data points on potential donors, such as donation history and commercial information. Aegis CRM connects these data points through an identity graph, ensuring accurate identification of individuals across all channels. Additionally, the software employs advanced AI techniques to refine its predictions and enhance results.

Key features of Aegis CRM consist of machine learning-based donor intelligence, comprehensive identity resolution using numerous data points, continuously improving predictive AI, and real-time access to up-to-date donor data via extensive mail donation caging. The omnichannel solution enables nonprofits to engage donors through mail, email, phone, text, connected TV, and digital ads, providing relevant messaging across multiple platforms.

Aegis CRM Screenshots

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Aegis CRM Pricing and Plans

Starting price: $49.99
Free Trial
Free Version

Basic

$49.99

No plan information available

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    Aegis CRM Features

    • Popular features found in Donation Management
      Campaign Management
      Contact Management
      Email Marketing
      Event Management
      Gift Matching Management
      Grant Management
      Mobile Giving
      Online Giving
      Payment Processing
      Pledge Management
      Receipt Management
      Volunteer Management
    • More features of Aegis CRM
      Activity Dashboard
      Campaign Analytics
      Contribution Tracking
      CRM
      Dashboard
      Donation Tracking
      Donor Management
      Email Reminders
      Fundraising Management
      Member Database
      Membership Management
      Real-Time Analytics
      Recurring Giving
      Reporting/Analytics
      Reporting & Statistics
      Summary Reports
      Third-Party Integrations

    Aegis CRM Integrations

    Mailchimp
    Mailchimp

    Aegis CRM User Reviews

    Overall Rating

    4.2

    Ratings Breakdown

    5

    20%

    4

    80%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    3.8

    Value for money

    4.5

    Customer support

    4.8

    Functionality

    3.7

    Have you used Aegis CRM and would like to share your experience with others?

    Tami's profile

    Tami G.

    Verified reviewer

    Hospital & Health Care

    201-500 employees

    Used weekly for less than 6 months

    Review source

    Reviewed August 2019

    Aegis CRM is best in class, but hard to use

    4

    An effective way of keeping track of patients but not necessarily documentation associated with those patients

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Ability to quickly access patient and/or employee records.
    Cons:
    I think because the agency modified this software to make it work for a healthcare agency, there may have been some missteps.

    Read More

    CR

    Chris R.

    Used daily for more than 2 years

    Review source

    Reviewed July 2018

    Overall satisfied. Support services are very good.

    4

    Ratings Breakdown

    3
    Ease of use
    5
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    Web access from anywhere. Donor/partner profile module is easy to navigate and shows comprehensive snapshot of a person's involvement with org. The predetermined analytic reports are quick and easy to generate.
    Cons:
    Some of the more important features related to appeals/solicitations and events still has a developer view for the end user in my opinion.

    Read More

    KT

    Keri Ann T.

    Public Policy

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed July 2018

    I like how AEGIS works and love that there is such friendly customer service when I need help.

    4

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The software is very easy to navigate. For the most part, the tabs are self-explanatory. The "Help" videos were quite helpful when I first started using the program. I love the Live Chat feature. The people I have communicated with on live chat have been very helpful, kind, and professional.
    Cons:
    The queries and reports can be frustrating. I have yet to figure out how to actually pull a built in report. The queries are great, but I sometimes find that I have to do two different types of queries and merge them in order to get the information that I want. That can be time consuming.

    Read More

    JG

    John G.

    Used unspecified for unspecified

    Review source

    Reviewed July 2009

    Great Replacement for our House Legacy System!

    5

    We've been using Donor One for over two years and had nothing but success with the fundraising software and the organization as a whole. We highly recommend the software and organization.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    icon
    Pros:
    We did an extensive search to replace our aging Legacy system to save on cost, increase analytics, track inventory, improve on selections and acknowledgements, and to continue doing business with few interruptions. Not only did we find that Donor One fit our business plan, but the added bonus is the working relationship with their organization. I cannot stress the amount of assistance and recommendations they made during the conversion process and the continued support we receive from their organization. They have become true Partners in every sense of the word.
    Cons:
    We haven't been able to encounter any cons; we communicate and solve any issues when they occur.

    Read More

    GP

    Geoffrey P.

    Used unspecified for unspecified

    Review source

    Reviewed July 2009

    DonorOne review

    4

    Excellent product backed by great tech support and customer service.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    icon
    Pros:
    Conversion well thought through. Easy layout clean appeal coding and selection process simple query module campaign management and reporting is simple but robust
    Cons:
    some selection criteria is circular-requires complex subroutines no ability to write custom reporting

    Read More

    Showing 1 - 5 of 5 Reviews

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