Kindful

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).

Kommentare: More streamlined than our previous interface, more user friendly.

Vorteile: I like the way everything is organized, Dashboard/Activities/Contacts... I like how reports can be automatic from the system straight to my email, daily. I like that once the credit card/ACH info is entered, we don't actually have access to those numbers, and helps with PCI compliance. When there is an issue, we email support and they respond promptly, within 24 hours, and are very friendly and very helpful. I love the size of Kindful, because I feel like they still take input from clients to improve their systems.

Nachteile: When a donor makes a donation and pays for the transaction fee, you have to go in manually and split the transaction fee from the donation. On days that we have recurring transactions come out, it takes us an incredible amount of time for us to find and go through all the transactions to manually split the transaction fees from the donation itself. That is very time consuming. I personally call donors often, and there is a way to make a 'note' on the donor's profile, however, to access the last time I called, I would need to scroll through transactions to find the last note or go out and create a report. There should be a 'note book' that I can open and see all our correspondence, no matter if the call was in 2012 or today. (Both of which I have brought up with Kindful Support, and they know it's an issue we have with the software).