NonProfitEasy

Pros

As a nonprofit executive director, what I like most about Fundly is how full of a picture it gives - with people, with our fundraisers, and with events and programs. I love that I can compare campaigns from year to year. I love that in once place I can see my communication history of any given person, what events they attended, their household relationships, what programs they participated in, and more. Once of my favorite features is the Custom Data Sets functionality. As the name suggests, this allows me to track things that are very specific to our organization, like whether or not a person is interested in woodworking. To make this even better, Fundly integrates with some great third-party apps to make our workflow even more efficient, like Zapier and Quickbooks for example. I could go on and on. One last thing I'll mention that makes Fundly stand out from the other CRMs is the access and responsiveness of their customer support. Not only are support tickets responded to in a timely manner, but there is also a daily drop-in support over zoom where you can get the help you need in that moment.

Cons

Ok fine, there are some things about Fundly that are frustrating (though more often than not I find out the root of the problem is a user error, admittedly). The reporting logic and interface is confusing to me. I don't love the interface for adding photos and media to communications. I haven't found a great way to manage committees with staggering terms and roles. And lastly, I find the Volunteer Easy side of things more complex than we need, and therefore more expensive than feels worth the extent to which we use it.

Alternatives Considered

Reasons for Switching to NonProfitEasy

Pros

As a nonprofit, CRM software is critical to managing and keeping donors and members. We started using Fundly about a year and a half ago, and it has greatly improved our donor and member management.

Cons

Starting to use the system was a MAJOR learning curve. It was a lot of work to switch from our previous system and to learn all the procedures. I was fortunate that this occurred during the pandemic, when I had a lot of time to spend on webinars and demos. Otherwise, I don't know how I could have implemented it. I am still trying to fully understand the ins and outs of pulling reports.

Alternatives Considered

Reasons for Choosing NonProfitEasy

Switched From

Reasons for Switching to NonProfitEasy

Pros

NONE

Cons

THAT IT EXISTS

Pros

I love all the all-in-one aspect of the software. I dont have to go to one place to organize volunteers, another for donation and fundraising, etc. It is all available in this one system!

Also, customer service is great! There is a lot you can do with the software, therefore, there is a learning curve that comes along with it. However, there is training provided for on-boarding, recorded webniars that you can access to learn the ends/outs of different parts of the system, weekly free live webinars offered, and free weekly drop-in sessions to ask question!

I love the recorded webinars so much that I recently found myself telling another company, from whom I made a recent purchase, that they need to be like Fundly!

Cons

All the different aspects of the system adds to its value but also to your learning curve. However, they have what I need and if I don't learn it at Fundly, I still have to learn it somewhere! Might as well be at a place that offers a variety of resources and great customer service to help with the process! And if I can learn it, trust me, anyone can!

Alternatives Considered

Switched From

Reasons for Switching to NonProfitEasy

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.

Alternatives Considered

Reasons for Switching to NonProfitEasy

Pros

Aside from the report feature, the product is fairly easy to use with frequent helpful updates to the software. The NPE team seems to be responsive to what users need and want. Their help and support team is top-notch and thorough. They respond very quickly to requests for help via the support ticket function and they check back in to see if further assistance is needed. They are unfailingly polite and helpful. The ability to pop in to the online in-person help session is a special feature, even if we don't use it very much. The monthly help sessions are valuable, especially for new users. The support library is also very useful, though I wish it was more up to date. I'm sure it's hard to keep up with frequent changes.

Cons

The report feature can be distressingly opaque. Creating and generating reports used to be a much easier process before the migration to Fundly a few years ago. Our organization needs are such that we mostly have to create non-default level reports. At the beginning, the learning curve for creating reports was very steep. Reports that had been easy to generate in Fundly were no longer easy to create. A user can't "intuitively" figure out how to write a report. You definitely need a more rigorous level of training to get even a beginner's grasp of the reporting feature. I somewhat frequently need to ask for assistance to explain why a report isn't gathering or is leaving out data.

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.

Pros

The assortment of different reports to run. The ease of creating an E-Blast. The organizational and client information is easy to sort. I am just beginning to learn all that is offered. I am looking forward to taking part in the drop in webinars!

Cons

One disadvantage is that clients can only have one email address attached to their contact information. Some of the tutorials have been hard to learn from. I am looking forward to taking part in the drop in webinars especially now that I am beginning to interact with our donors, sponsors, clients and foundations.

Pros

Donors are automatically input into the system after they give. This is the biggest reason we went for this product and it has saved us a ton of time as opposed to manually inputting donors.

Cons

There is so much on there that it seems as if they have traded ease of use for amount of features. There are so many features we don't use, but the ones we do can be complicated. For example, sending out donor reports, if you need to print to mail them, there isn't an easy way to just download an excel spreadsheet of names and addresses to make an easy mail merge to mail the list. Instead you have to do some weird work-around to get those names and addresses. Another example is the amount of reports - there are insane amounts of options but they aren't very intuitive. We used advanced searches to make reports instead of any of the pre-set reports, because they aren't very intuitive. It would be nice if there was just a little more focus on user-experience and user-ease as opposed to adding more features.

Pros

Fundly works well with Donor and gift management. It allows for specific tracking of gifts.

Cons

Fundly could improve on their email template side. We receive complaints from users that our emails go off their screens.
Their event module is simple if that could be more complex that would be helpful.

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.

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.

Pros

The price point and the ease of use/training are tremendous boons with this software. We find the scope of the software to be great value for its cost and we are able to seamlessly train new employees or re-train existing ones when new features are implemented.

Cons

We typically find custom reporting to be challenging - though it is seldom necessary for how we engage with the software. Imported information from an old CRM has also caused some crossed-wires over the years in NPE, but it is not a challenge that can't be mitigated.

Alternatives Considered

Reasons for Choosing NonProfitEasy

Reasons for Switching to NonProfitEasy

Pros

My Organization decided to integrate our records on our own. However, any hiccups we had - Fundly offered us the support we needed. We like the user friendly platform and the immediate support answers most.

Cons

Although the templates in Fundly are very useful - I would like to be able to customize more information for the events.

Alternatives Considered

Reasons for Switching to NonProfitEasy

Pros

By far the best thing about Fundly and NonProfitEasy, is the incredibly customer support. I am a relatively tech savvy person, but can't and won't ever understand everything. The support center and customer support have been timely, and extremely accurate with their answers to any and all questions. Their team does not make me feel inferior, or unintelligent. If there is ever an issue, I know the support team will have my back, and help get everything figured out.

Cons

I do not have many cons when it comes to Fundly/ NPE. We have been using the CRM for about a year, with almost daily use. I think after a few more months and some digging into the support center and webinars, I will be a Fundly/NPE wiz.

Pros

The ability to integrate free events, paid classes, gifts, donor relations and reporting, has become essential to our day-to-day functions and long term goal setting. All the different arms of our organization interact with NonProfitEasy, and those targeted interactions make each user more effective in their sphere.

Cons

The reporting interface could be more intuitive, and the communications module could be more customizable. I'd love to be able to produce splashier communications with more functionality (both printed and digital). Producing the reports I need in the way I need them has been a real learning process. It would be great if that process could be demystified in future builds.

Pros

The best thing about Fundly is their customer support. A great system is nothing without support to get you up and running and help you when you have a question. Their webinars are great, especially the Friday drop-in webinar. I also like how it helped us get our recurring donations mostly automated. All I have to do is go in and click to send the acknowledgment emails. They also have great ways to recieve donations and event registrations online. The donation widget we have on our website definitely increased our online donations.

Cons

The reporting feature can be hard to learn. It's very powerful and can do a lot when you get up to speed but the learning curve is steep. Luckily, they have the Reporting Huddles. I have gotten a lot of help from going to those.

Pros

A few things are easy, but a lot is lacking, and for end users, the system is very frustrating.

Cons

We do events nearly every week and have to field dozens of calls and emails each week from people who are not able to register due to confusing user experience, timeouts, and technical issues. When people want to reset their password, they often don't get the reset message. Monthly members/donors keep getting kicked out by the system, so we often get people who think they're still members, but the system won't recognize them. When we try to fix this on the back end, it doesn't "stick." Reporting is frustrating and often inaccurate, especially around events and membership. The customer service is defensive and usually insists that there isn't a problem.

Pros

I like that I can run any kind of report that I would like and can customize the data to track anything I need tracked.

Cons

I wish there was a user guide that I could have used instead of having to call tech support when I had a question.

Alternatives Considered

Reasons for Switching to NonProfitEasy

Pros

What I like most is the ability to keep up with all of our contacts in one location.

Cons

Reporting is quite a challenge if you want to create a custom report.

Alternatives Considered

Reasons for Choosing NonProfitEasy

Pros

communications, event management, smart reporting, smart tagging and newly added journeys.

Cons

would be great if it integrated with Xero accounting. individual relationships could be a little more straightforward as a process, and automatically applied to other relations

Alternatives Considered

Pros

We mostly use it to keep track of memberships and our mailing lists. Their support is fantastic.

Cons

The price is the biggest turn off. As a nonprofit every penny is pinched and stretched. I believe it's a good product for the price. When we were shopping around I didn't find anything better but I cringe every time I think about how many donations we need to receive in order to pay for the system that keeps track of them.

Pros

This software has features and functionality that much more expensive software has and even beyond. The integration of web pages, finance, fundraising, donor management, marketing and communications, events are normally only found in far more expensive software. The set-up is straightforward and our migration went smoothly.

Cons

The e-store function is the weakest function and only has basic functionality. Mosty functions like being able to include item cost, track profit, supplier information and more would make this function more usable. We have a gift shop where this additional functionality and data is needed. For those who need bare basic store functionality it works fine.

Pros

You can track donors and campaigns, manage events, set up communication streams. Great customer service. On demand tutorials and drop-in learning sessions really help you get started. So many features. I'm still discovering new things I can do with Nonprofit Easy and they keep adding features, like text to give. The cost is reasonable and any additional fees for processing are minimal.

Cons

So many features. This is both a pro and a con. There's so much that it can be overwhelming when you first start with Nonprofit Easy. As I use it more, I like it more.

Pros

The only pro is cost. They are inexpensive. But that "cheap" price tag will cost you far more than you want to pay, in frustration, time lost, headaches, and employee frustration

Cons

Speed was a HUGE issue. It tooks minutes to load a simple donor record. So HOURS are spent just watching their green circle spin and spin and spin.

Pros

You can record a lot of information about donations including where the money is coming from, where it is going, details about who it came from, etc. The acknowledgement feature for sending receipts helps track communications with donors.

Cons

I've found it extremely difficult to report on data after it's entered in the system. The reporting tool is not intuitive. There are several "tricks" that you wouldn't know unless told specifically. I run into many errors and can't seem to get the reports to pull the information I want, especially in fairly straightforward scenarios. I also found the system to be quite slow as compared to other cloud/internet-based softwares. It takes a long time to enter one small task or piece of information and search for contacts or navigate through the site.

Pros

Reactive Support, and the fact that ideas discussed are adopted with value precieved.

Cons

integration of billing and payment recieved. Fillable forms

Pros

The software is so easy to use, even for people like myself who are not so "technology literate"! Anytime I need assistance the staff avails themselves immediately. I can keep track of every single item regarding our organization in ONE place, this is most helpful for me especially since in the position of ED I wear many hats.

Cons

Occasionally the system will freeze up on me, but this is generally the only issue that I've encountered. I do not have any other cons to report at this time. The system has been for the most part AWESOME.

Pros

It’s simplicity and function, but you can’t beat their customer support and daily availability. Their team is amazing!

Cons

The long delay or pause to have it connect.

Pros

The support is fantastic, the software is easy to understand graphics; ease of use of the various input and access systems, detailed reporting, and price.

Pros

Fundly makes it easy to access everything regarding our contacts and forms that may be sent to them upon donating for a convenient use.

Cons

There are almost so many features that it may be hard to get use to. It would be easier with more tutorials on how to use certain functions/features.

Pros

Donation entry is easy, and tracking donations year to year with campaigns is super helpful.

Cons

The custom reporting features are difficult to use. It is very hard to get the correct fields input to the report to get the info you want.

Pros

It makes it easy for a small organization to send receipts and responses to donors.

Cons

I have used NPE for years and have no issues so far

Pros

The ease of starting the fund, it was easy to start up and upload pictures

Cons

They use a financial system called STRIPE. It is a secondary business. To start a fundraiser for a friend i used FUNDLY, not knowing the money i was raising was going to be held hostage by STRIPE. They treated the fundraiser as a business. I had no EID because it is not a business and there is NO profit to be made. The customer support was anything but helpful. I could not stop the fundraiser without loosing the current funds. So the family in NEED is still in need while Stripe holds the funds.

Pros

Good press releases. Misleading but convincing.

Cons

It has no ability to collect online payments through your phone. Last I checked, 95% of the world accesses the internet via their phone. With Fundly, you must find a desktop computer in order to donate.

Kiss any Fundraising ventures goodbye. This Beta product should not be for public consumption until it's ready.

Perhaps they should run their ads on phone booths? That is as up-to-date as this software. Find someone operating in this century.

Pros

The website is easy to navigate and seems like it should work fine.

Cons

The website doesn't work! There is no customer service. My fundraising campaign was a complete failure because people who tried to donate got an error message or the site froze. I'm so angry I could cry. My goal was to raise $2000 and I know I could have if the website worked. It doesn't!

Pros

No pros stay away and use another campaign platform

Cons

I started a campaign in January hoping to cash our funds in March for an emergency trip. It is now May and they aren’t able to get me the money because “something went wrong in the system”

Pros

Helps keep track of donors and donations. Has a good variety of reports to run. Lots of configurations to track donor data and multiple integrations for fundraising campaigns, events, and website donation widgets.

Cons

Would like the option of running year-to-date (quarterly) reports specific to our pledge donors.

Pros

What I like the best is the overall UX and compelling visual experience -- which plays a central role in any campaign (what you see is what you will get). Apart from that, email templates are fun and galleries are arranged nicely.

Cons

Some features are maybe a bit harder to get familiar with, but that's more about personal investment and patience. Nothing on the product side.

Pros

Easy to use for crowdfunding, able to share links on whatever platform.

Cons

It does what it needs to do, so doesn't have any cons for me.

Pros

I found that importing data was relatively easy, if you set the data up properly and had an idea of what you were doing.

Cons

I found the software hard to use. The reports never gave me the information I wanted and I needed to customize reports, which was challenging.

Pros

It was easy and nice to work with. The process was simple and everyone there responded quickly. It was very simple to raise money for a good cause.

Cons

There was really nothing that I didn't like. It was great the whole way around. There are no complaints at all.

Pros

I like the ease of use, accessibility, and that it's from a well known and trusted source.

Cons

The lack of statistical reporting. It could benefit larger organizations to see where donations come from.

Pros

How versatile the product is; you can apply it to essentially any situation.

Cons

It is not as secure as I would like; there are some problems with the security.

Pros

I trust that donations are delivered to intended recipients.

Cons

The website is a little cumbersome. The offers could be streamlined and categorized a bit better.

Pros

Nothing so far. I stopped donations because there seems to be to too many unsure features.

Cons

No way to communicate. no way to email or call or withdraw funds. I stopped donations.