A CRM System That EVERY NonProfit Should Have!

NonProfitEasy (NPE) has completely transformed our organization's ability to manage donors, track donations, send communications, simplify bookkeeping and work together as a team. NPE’s smooth, integrated workflows have replaced our piece-meal processes and clunky work-arounds required by our old non-integrated systems. Uncountable hours have already been freed up and redirected towards donor cultivation, personalized fundraising strategies and furthering our mission. I only wish we had known about NPE years ago.

Pros

Every piece of data we could dream of associating with a donor is all in one place, is customizable, and is integrated with their entire donation history. And it is all at our fingertips and easy to segment and report on in multiple ways. NPE’s simple, intuitive user interface combined with our website integration has made data entry and management a breeze. Daily and weekly automated reports, emailed directly to our management from NPE, keep them in the loop wherever they are. We configured NPE to match the financial structure of our accounting system - now we simply export donation records from NPE and import directly into that system. A tremendous amount of time and energy has been freed up, and human error is practically nonexistent. NPE surprises our team on a weekly basis as we keep discovering more and more functionality to further improve our internal processes. This system not only handles what we do today, but will accommodate our needs as our organization grows. Finally, NPE’s outstanding Support Team is knowledgeable and attentive, and always willing to go the extra mile to help and guide.

Cons

The reporting module is so comprehensive and vast that it takes a bit of time to learn. But help is always there from the Support Team and online library. Although I struggle with it sometimes, I appreciate having so much functionality available to grow into little by little.

I am a satisfied customer

Pros

It is specifically designed for nonprofits and fundraising, and is priced according to modules. So when we first started 7 years ago, we could start with only the modules we were ready to use and after that we built capacity to grow and expand and add new modules for more complex fundraising and donor management. I also appreciate that this database is not static. It is highly customizable and the company is always adding new features according to users' feedback.

Cons

I was not happy about the price to incorporate events and ticketing. The other complex task is importing and exporting lists and searches to Microsoft Word and Excel. But once you learn how, it is easy enough. Also they have implemented continuous improvements according to user feedback.

STAY AWAY!

This was a great company and product when it was nonprofiteasy, but ever since becoming Fundly CRM is has gone to the birds. Used to be a simple, user friendly experience. Now it is cluncky, not user friendly and some of the features are impossible to use unless you are a computer programmer. Customer service does not exist with this company - be prepared to be thrown into the wolf's den. At best they will give you a list of instructions a day later, but that's all. Or they will tell you to watch a webinar. If you have nothing else to do but mess with a computer all day this might work for you, but most of us fundraisers do not (or probably don't know how because that is not our job!). Then the support personnel talk to you like your stupid because you can't figure out what they are talking about from their written instructions and they then want to charge you just for the privilege of talking to them on the phone. The reporting feature is absolutely useless unless you are a computer engineer. Seriously! They farm out the reporting to a company called Exago that is for market research. I'm totally not kidding - check it out http://www.exagoinc.com/. This is what you have to look forward to. Nothing but headaches and anxiety. Please do not fall for these people; especially the sales guy Dan. They do not care about you. They're only objective is to add more clients and definitely not to help you or your organization.

Pros

NONE

Cons

THAT IT EXISTS

NonProfitEasy Lives Up to Its Name

In addition to using NonProfitEasy as our general contact management system, we use it for outgoing communications (newsletters, reminders, alerts, updates, etc.), for recording and tracking all aspects of the mentorships and advocacy team cases in our program, for storing contact related documents, donors and donation tracking, and for reporting purposes. NPE is very user-friendly so our volunteers can log in and help out without any oversight or formal training. Additionally, security levels allow us to provide access to volunteers without the fear of potentially exposing some of the sensitive client information contained in our database. Every member of our staff, and every department in our organization uses NonProfitEasy. The majority of our staff members work as satellites of our headquarters, on school campuses and from home offices, so NonProfitEasy is a necessary and integral part of managing and running our organization. Our staff members can pull up information on any of the participants or supporters of our program, from their laptops or iPads, while in the field. No

Pros

Because our organization runs a mentoring program, the mentor module is the most impactful feature of NonProfitEasy for us. It allows us to track the mentoring relationship from match to closure as well as the participating individuals and all of their information and relationships. There is no other product on the market which contains all of the elements and features of NPE, and we would be lost in the land of spreadsheets without it.

Cons

Like any CRM, NonProfitEasy has its quirks, but honestly, any issues we have had along the way were minor, included as "feature requests" and have been resolved.

Helpful Customer Service!

Glad to see that NonProfitEasy looks to improve its product based on the needs of its users.

Pros

I have found the customer service to be very personable and helpful. NonProfitEasy assisted me, someone with little experience managing databases, by first importing our data into the new system and then by explaining the tools used to create helpful, custom reports. The daily call-in sessions are a valued, judgment-free zone that I visit often - although less often than I used to, thanks to the help I've received.

Cons

We communicate often by mail to households, and many of our donors give both individually and through their small businesses. As we pull reports, we find pulling the information by household a bit cumbersome and look forward to ways to provide soft credits for individuals/households when they give through their small businesses.