Agilon's ONE Software


 

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.

 

Agilon's ONE - Dashboard
 
  • Agilon's ONE - Dashboard
    Dashboard
  • Agilon's ONE - Constituent profile
    Constituent profile
  • Agilon's ONE - Prospecting
    Prospecting
  • Agilon's ONE - Faculty positions
    Faculty positions
  • Agilon's ONE - Named spaces
    Named spaces
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 2000, Windows 8

21 Reviews of Agilon's ONE

 

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Software Advice Reviews (1)
More Reviews (20)

Showing 1-1 of 1

Darlene from Xavier University
Specialty: Higher Education

September 2015

September 2015

Cheerleader for Agilon

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Populates guests names, process money, can pull reports for events, do nametags

Likes Least

customizing drop downs and certain features. Like the price level to default to choose one of the following. Also don't like how when change a price level or code changes historically. Also limited in codes available to use. Easier to do simple events vs complex events

Recommendations

To have good reports have to build an event to meet the needs and reports for Vice Presidents and others. Make it easy for end user

 
 
 
Showing 1-20 of 20


December 2018

December 2018

Agilon One

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Tim from American Quarter Horse Association
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

AQHA Review of Agilon One

Ease-of-use

Functionality

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Value for Money

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Quality
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Support

Very satisfied with the Agilon One Donor CRM. The team at Agilon have been working together for many years and have been good partners with our organization.

Pros

The support staff at Agilon go to extraordinary lengths to enable your desired use of the product.

Cons

A little rigid in terms of interfacing with other packages.

Review Source: Capterra
 


October 2018

October 2018

Agilon Review

Ease-of-use

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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.

Review Source: Capterra
 

Deborah from Univeristy of Oklahoma Foundation Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Agilon ONE

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It has many features that provide a full view of donors and fundraising efforts

Cons

The Reports that are available are very limiting.

Review Source: Capterra
 


October 2018

October 2018

Agilon One Donor CRM

Ease-of-use

Functionality

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Functionality
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Quality

I use this software primarily to verify an alumni members year of graduation and degree program.

Pros

The ease of looking up relevant information as it relates to an individual's history, such as the year and degree earned from the university.

Cons

Integration of Relay/events seems clunky.

Review Source: Capterra
 


October 2018

October 2018

Average product

Ease-of-use

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Value for Money

Ease-of-use
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Functionality
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Quality
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Support
Pros

There does seem to be a lot of usability and features. But, almost to the point of "we could never use all of these" and does it get in the way.

Cons

Honestly, just the overall appearance. It feels and looks old and dated. It makes the entire program feel outpaced and old.

Review Source: Capterra
 

Celeste from The University of Utah - Crimson Club
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2018

October 2018

Agilon Review

Ease-of-use

Functionality

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Value for Money

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Trying to get a better view of our donors. It has been helpful running some reports, but a little hard to use

Pros

Overall the menu and options look nice on the screen compared to other CRM's I've used.

Cons

Isn't always intuitive how you add data and perform functions. Needs to have a lot of kinks worked out.

Review Source: Capterra
 

Tricia from University of Oklahoma College of Engineering
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Agilon

Ease-of-use

Functionality

Product Quality

Ease-of-use
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Functionality
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Quality

Beneficial to find alumni/donor information, but reports seems a bit clunky.

Pros

Navigation options are good along left side of page.

Cons

Hard to find specific reports and their functions from list.

Review Source: Capterra
 

Jana from The University of Oklahoma Foundation
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Agilon - a relational database is a relational database...but

Ease-of-use

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Customer Support

Ease-of-use
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Support

I can't speak to the overall experience, but for donor relations, we're using the modules to tie up some important data points. For example, tying donor to fund to scholarship recipient will be very powerful for fundraisers who want to solicit for specific scholarship funds.

Pros

Agilon works for us because we are able to bolt on some home-made applications written by our IT department. It is entirely functional for most uses for OU fundraisers.

Cons

The interface is outdated and not intuitive. There are some modules that are designed for very specific use, so we wind up using user variables to get what we need out of the product (I'm thinking scholarship and stewardship specifically). In other words, I think we hack Agilon to make it work for us. But we appreciate that it's not so proprietary that we are unable to tinker.

Review Source: Capterra
 

Calvin from BGSU
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Working through Agilon and its various uses

Ease-of-use

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Support

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.

Review Source: Capterra
 

Chandler from University of Utah
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Agilon Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Running reports that our ticketing system can't run

Cons

Doesn't always sync data from to and from our ticketing system correctly

Review Source: Capterra
 

Jim from Ozark Christian College
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Agilon Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

We have used this product but are exploring other options that are more user friendly.

Pros

The customization of tracking unique donor data.

Cons

The events module functionality is overly complex for the size of our institution.

Review Source: Capterra
 

Shang from The University of Oklahoma Foundation
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Hrire from Ryerson University
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

Agilon One

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support

I don't use the product extensively myself, but searching for constituents and so on was pretty straight forward.

Support is excellent!! This cannot be understated. If we have a problem, we call and someone can help. I don't ever recall contacting the vendor and it going to voicemail. They have been up to par with customer service.

Pros

I was part of the migration process when we migrated in 2004. We were the first in Canada and they customized it to our needs. Simple interface and easy to manage with additional modules that allowed capability for us to email, setup events so on.

Cons

It took a few versions but now it's very much stable. This is not a problem any more, but it's more the acceptance of the end users who might say "this feature doesn't work" yet, they have no training on it and if they simply asked would be shown how things are done.

Review Source: Capterra
 

Penny from KSU Foundation
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

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

Ease-of-use

Functionality

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Value for Money

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Support

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.

Review Source: Capterra
 

Mark from KSU Foundation
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Forest from Oklahoma Baptist University
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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.

Review Source: Capterra
 

Veronica from American Quarter Horse Foundation
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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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.

Review Source: Capterra
 

Gayla from SIUE Foundation & Alumni Association

May 2017

May 2017

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

Ease-of-use

Functionality

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Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Dale from Kansas State University Foundation

April 2017

April 2017

Unparalleled customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Agilon ONE provides a comprehensive suite of tools for your organization's fundraising needs.

Customer support exceeds anything I have ever gotten from another software vendor, whether it is for installation, configuration, customization, even integration with other software.

Review Source: Capterra