Kindful

Kommentare: I am very pleased with Kindful. It meets the basic requirements of safe and secure data and donor management, but also provides a robust system that makes it much more than a basic system. There may be better systems, but Kindful is available to an organization like ours that does not have staff (all volunteer and constantly churning) or a budget that allows us to hire someone to manage this for us. I am especially pleased with Kindful's customer service. The only issues I've had was when I could not articulate what I was trying to do, and luckily they knew what questions to ask to help me.

Vorteile: Kindful is an easy product to learn and use. The system is a dream for donor management. It's easy to enter new donors and their donations, and it's simple to display a donor's information. You can enter notes and make assignments for future activities, making sure no donor gets forgotten. Kindful has powerful reporting capabilities. I can answer almost any question a board member asks quickly and easily with standard reports and a few extras I have saved. I can also create a new report at any time. All reports can be exported for analysis in a spreadsheet or to import the data to other software (evites, newsletters, surveys, etc.). Transferring data into Kindful can be daunting. I appreciated that I could do practice data transfers and review my data in the system before I made a final data transfer, and that Kindful customer service representatives were helpful when I had questions.

Nachteile: There is a learning curve for anyone who has not used a data or donor management system in the past. The system is easy to use, but those entering data need to have some training to understand the purpose of each field and why they need to enter it accurately. The reporting capabilities are robust, but I recommend you have someone who understands how it works to set up standard reports or work with Kindful customer service to ensure you get the information you need. It is not unusual for a new person to create a report and provide bad data because they left off a field or did not know they needed to set a data point (Successful Transactions set to "Yes" to ensure you don't include transactions that failed on your report, for example). We are a membership organization and have learned how to use Kindful to meet our needs. It required some trial-and-error, but Kindful has a help document on this issue that was very helpful.

Vorteile: Kindful is designed to be part of - not the whole of - a CRM/fund accounting strategy. The upside of this is that you are not pigeonholed into one system forever - it is designed to play nicely with other programs/systems. Once you go through the learning curve, the program is straightforward and easy to use. Customer support is fantastic for questions. I have to manually enter quite a few transactions, and it is much easier to do with Kindful than with Quickbooks. Automatic reports to my board of directors are fantastic. Also, for fund based accounting, this is much simpler to use than quickbooks - I do the math through kindful and my accountant does it through quickbooks - the information is automatically shared through the quickbooks integration. Zapier integration means you can get information in and out of kindful easily. Different price points for different organization sizes is key - a low cost entry point was a big deal for me.

Nachteile: Not the most intuitive layout, so takes some time getting used to, but once you do it is a very powerful tool. Looks good on a desktop, but not on iphone display. Integration with quickbooks is my main goal and is not perfect - numbers sync fine but sometimes followup is necessary to make sure the accounts/funds are credited properly. Would love to see an integration with campaign monitor for emails and a better to-do/task sharing interface (like basecamp).