About Personify360

Personify360 is a cloud-based association management solution that offers operational support to large businesses. It features a number of integrations through third-party service and solution providers like Conduent, CQ Roll Call, Expo Logic, eShow and more.

Personify360’s customer management module includes tools for tracking membership data, committees, awards and volunteers. Event organization features within its meetings and exhibitions module help planners to schedule and manage meetings, speakers, housing and facilities.

The solution's financial management module supports accounting processes, including accounts receivable, EFT and ACH processing. Other management modules manage product ordering and invoicing, education, subscriptions, ce...


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Supported Operating System(s):

Web browser (OS agnostic)

28 Reviews of Personify360

Average User Ratings

Overall

3.66 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(5)

5

4 stars

(13)

13

3 stars

(5)

5

2 stars

(4)

4

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 28 results

January 2018

Denise from Society of Petroleum Engineers

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

January 2018

I use Personify Weekly and I am happy with the platform

Pros

Personify is a great tool to coordinate member specifics including but not limited to purchases and tenure. The reports feature is a great tool and easy to use.

Cons

As a user, I don't have any insight into the cost or set up, so I can't really determine any cons other then the platform is so large that searching for what is needed can be difficult at times.

June 2019

Vicky from AAOMS

Verified Reviewer

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

June 2019

P360 Review

I appreciated all the time spent with Personify's staff during the implementation process and the support response we continue to receive following our implementation two years ago. We have gotten used to most of the functionality and have found work-arounds for most of the things the system doesn't readily provide so as to avoid customizations. Our SQL developer/report writer has made this process a lot easier.

Pros

Fairly intuitive interface for the non-essential (non-everyday) user resulting in minimal training effort. Much better online experience for our members.

Cons

Following the demo, we believed the report writing functionality would be far easier. Several staff went through on-site training with a Personify representative and quickly realized that many day-to-day reports required more knowledge than our users had and our Association would need to hire a SQL developer/report writer to assist us in creating the reports we regularly needed. Some processes (especially related to finance and membership) were made more difficult/time-consuming due to the way our Association works vs. the system's design.

Reasons for Choosing Personify360

Mostly weighed cost to perceived value; also initial demos were less impressive

Response from Personify

Replied June 2019

Thanks for your review, Vicky! We value our strong partnership with AAOMS. Our Client Success team is always here to help and happy to provide additional training outside of the resources provided in our online help and within the client community. We also remain dedicated to improving the overall user experience and reporting capabilities within Personify360. I encourage you to submit any specific enhancement ideas you may have via our feedback portal! Thanks again for your review.

June 2019

Rusty from American Society for Reproductive Medicine

Verified Reviewer

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

June 2019

Personify 360 Review

Overall, I'm happy with the software. It's enterprise software, which means it does the heavy lifting for your business. It's not always flashy, but that's okay. I've never had a bad experience with their customer service team, even though cases/tickets sometimes stay open for a while before getting a final answer. I suspect that has more to do with their size of staff than the actual quality of their support, so I don't really want that to be considered a negative. Again, their ability to integrate with so many vendors is key. If you look at it as your customer database, A/R sub-ledger, and look at everything that connects to it, you'll find that it does the job above and beyond expectations. If you don't have many points-of-integration, then you may find it lacking in style. We, however, have numerous integration points and are able to deliver a seamless single-sign-on experience for our customers, and in general are very satisfied customers. But what I think is most important is the quality of people that work at Personify. I have come to know several of the 3 years we have been with them and value their personalities, skills, and attention to detail. They are genuinely great people to learn from and be around.

Pros

I like the fact that Personify integrates with nearly any association software application. From registration to learning, Personify partners are easy to find.

Cons

Old bugs from years ago are still present in our version of the software, and we are not that far behind.

Response from Personify

Replied June 2019

Thanks so much for your review, Rusty. Likewise, we have always enjoyed working with you and the team at ASRM! We aim for continuous improvement, so I will pass along your feedback to our Client Success and Product teams. Thanks again for your review!

June 2019

Michelle from AAOMS

Verified Reviewer

Company Size: 51-200 employees

Industry: Hospital & Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

June 2019

Finance Department Friendly

Overall, Personify has been a great AMS for our association. We are finding that after two years of being on the software, internal users have learned to rely on the AMS as our "software of truth", and our users look to Personify more frequently to determine how to be capture miscellaneous data elements above and beyond order-based transactional data.

Pros

The software is mostly intuitive, and the setup across product types (memberships, meetings, inventoried products, etc.) is very similar, making it easy to add on additional product lines after an initial implementation. Being in the finance department, I'd be remised if I didn't note that the underlying accounting functionality is superb. Full, accrual based accounting is tracked in the system, and many revenue recognition options are offered at the individual product level. After being on the software for just over two years, we still find ourselves occasionally amazed that the software handles unique transactions correctly, and are pleasantly surprised that the underlying accounting (the debits and credits) are accurate without any special adjustments needing to be made. However, the system also offers an easy way to perform special adjustments when needed.

Cons

Prior to implementation, when the software was first demoed to us, it was not made clear that what we were seeing in the demo was not yet available in the version we would be implementing. This left a sour taste in our mouths during the initial months of our implementation, which we eventually overcame. The other item I like least is the reporting in Personify. While there is an ad hoc reporting tool that comes with the software, Data Analyzer, it can be difficult to learn and become proficient in the software, even for a tech savvy finance professional. We quickly determined that a report writer position that has SQL programming skills would be needed in order to extract all of the data we knew was housed in Personify.

Response from Personify

Replied August 2019

Thanks for your review, Michelle! Our goal is always to deliver a solution that makes the day-to-day lives of our clients a bit easier; we're happy to hear the accounting functionality within Personify360 has done that for you! We also appreciate you sharing your expertise and success with us as a PersoniFest speaker last year! Thanks again for your honest feedback.

June 2019

Misty from American Pharmacists Association

Verified Reviewer

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

June 2019

Capturing Data

Overall, I find the experience good. We came from IMIS and Personify is so much better. We are working with Personify to fully appreciate the tools Personify has to offer.

Pros

I like the fact that Personify can capture a lot of data and that all staff can utilize whether by pulling reports, looking up specific individuals, etc. It allows for staff to be "in the know" without having to email colleagues to find out information. If you want to capture an account holder's specialty, or engagement activities, this allows anyone in the company to be able to utilize that information.

Cons

Sometimes, you do not know what you don't know. One can enter data in a table and maybe that information would be best in another table in Personify. One really needs their organization's IS team that is in touch with every department that needs/uses Personify to coordinate information. This leads to more complete data and employee engagement.

Response from Personify

Replied August 2019

Thanks for your review and your honest feedback, Misty! We look forward to our continued partnership and are here to help with access to training materials or anything else you might need!