Kindful

Kommentare: We use Kindful for all our donor, sponsor and grant tracking. It has all the features of any of the competitors and has an aesthetically pleasing, easy to use interface. I love the follow up tasks option, which helps for good donors stewardship. It also recently has a Wealth Data option integrated into the software. We don't pay for the extra, but event with our minimal plan, we get a little information. It's been great for a smooth transition in staff, since it's easy to see donor giving history, relationships with other people/org, as well as contact histroy.

Vorteile: The customer service is INSANE. It's timely and they will work with you until theyu find a solution. Even more, many issues I've had have been resolved when they do updates. They really listen to their customers and take their feedback into mind when doing updates.

Nachteile: There are very limited options for customizing mail. It's a great option to be able to automatically send tax receipts, but I wish we could upload a custom header. You can upload your logo, but it appears small on the pdf.

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).

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).

Vorteile: The software is very easy to use, which means more of my staff will use it on a daily basis. The integrations with 3rd party vendors is fantastic. I can now capture all my PayPal donors data and it ties in with MailChimp nicely. The donation pages are very nice and allow me to segregate donations and allocate them to different campaigns and funds. The ability to allow the donor to cover the credit card fees has saved us per year as over 50% of people cover the fees. The email support is good and usually able to resolve an issue in less than 24 hours. I am very happy with Kindful.

Nachteile: Kindful's mobile responsiveness could be better. I wish they had a dedicated app or at least a better experience on small screens. Their email support is good, but I wish they had phone support for quicker resolution of issues. I feel the monthly fees are on the more expensive side of donor CRM tools. I would like better documentation and community involvement from customers. There is so much that could be done with it, but I don't know how to to implement some of it. Overall, I am happy with Kindful. They are a great company.